Analysts Cut Cable, Lift Industrials

Analyst activity on Sunday pointed to a clear divide: industrial and equipment names got target price boosts, while cable and telecom names faced cuts.

Honeywell led the upgrades. The consensus target rose to $255.94 from $255.17. The industrial conglomerate carries just 3.7% SI % FF, suggesting little short-side pressure. United Rentals also saw its average target climb to $1,255, up from $1,252. Equipment rental demand remains robust.

On the other side, Charter Communications saw its consensus target trimmed to $201 from $205. That cut stands out — Charter already carries 25.9% SI % FF, one of the highest readings in large-cap telecoms. Bears are well-positioned and analysts are backing them up.

Comcast also faced a target reduction, with the consensus slipping to $30.09 from $30.18. Both cable names appear under pressure from cord-cutting trends and streaming competition.

CF Industries drew a downgrade in target price too, falling to $124.72 from $125.25. The fertiliser maker faces headwinds from softer nitrogen pricing.

Meanwhile, Amazon and Meta Platforms both saw modest consensus target increases, reinforcing the mega-cap tech bid that has dominated 2026.