Utilities Face Broad Target Cuts

Analysts swept target prices lower across the US utilities sector on Friday, hitting at least eight major names in a single session.

DUK, SO, XEL, DTE, ETR, PEG, FE, and AEE all saw consensus target prices trimmed. The cuts were modest — typically less than $0.20 — but the breadth signals a sector-wide reassessment. Duke Energy's consensus target moved to $138.84. Southern Company's dropped to $100.63.

Away from utilities, HAS stood out as a rare bright spot. Hasbro's average consensus target climbed to $108.92 from $108.15. The toymaker carries a $12.6 billion market cap. Short interest sits at just 6% of free float.

LUV moved the other way. Southwest Airlines saw its consensus target trimmed to $51.87 from $52.48. The airline has 6.3% of its float shorted.

DXCM received a new analyst recommendation. The diabetes-monitoring firm now has 25 buy ratings, three holds, and one sell. Its consensus target stands at $86.12. Market cap is $27.6 billion.

Edison International EIX bucked the utility trend. Its target edged up to $76.46 despite the broader sector pressure, reflecting the company's ongoing recovery narrative.