Analysts Lift Cyber and HVAC Targets, Slash Utilities

Analysts raised targets across cybersecurity and industrial names on Saturday while cutting across the utility sector in a broad repricing move.

Comfort Systems USA saw the largest single target jump. The average analyst price target rose to $2,135 from $2,064 — a $71 move. The HVAC and mechanical contractor has a $61 billion market cap. Short interest sits at just 1.9% of free float, suggesting limited bearish opposition to the bullish call.

Cybersecurity names also drew upgrades. Palo Alto Networks gained a target lift to $336.70 from $334.90. CrowdStrike moved to $192.38 from $191.51. Both names carry overwhelmingly buy-heavy consensus.

Thermo Fisher Scientific received a notable bump. Its average target climbed to $618 from $606 — a $12 gain — though the consensus skews toward holds.

On the downside, utilities faced a sweep of small target cuts. Duke Energy, Entergy, Xcel Energy, DTE Energy, FirstEnergy, and Public Service Enterprise Group all saw consensus targets trimmed. The cuts were modest — often under $0.15 — but the breadth signals coordinated sector repositioning.

DexCom drew a new consensus recommendation update. Its average target ticked up to $86.12. Short interest at 4.9% of free float remains light, with ample borrow availability.