Target Prices Rise on SMCI and Arista

Analysts lifted price targets on several major names today. Super Micro Computer led the action. The consensus target rose to $38.13 from $38.00. Short sellers hold 19.3% of the free float — one of the highest readings in large-cap tech.

Arista Networks also received an upward target revision. The consensus now sits at $192.31, up from $191.75. The networking giant carries a $213 billion market cap. Analyst conviction is high — 28 out of 29 covering analysts rate it a buy.

On the downside, Equifax saw its average target cut to $211.24 from $215.38. The credit data firm has seen pressure across the consumer data sector. The consensus target drop of $4 signals growing caution.

General Motors bucked the auto sector gloom. Its target edged up to $97.81 from $96.65. Two analysts now hold buy ratings.

Danaher and TKO Group Holdings both saw modest target cuts. Danaher's consensus fell to $228.61 from $231.09. TKO dropped to $232.58 from $232.84. Neither move signals alarm, but caution is creeping in on both names.