Analyst activity this week is dominated by a broad sweep of recommendation removals across the US utilities sector. Firms pulled ratings on WEC, Ameren, CenterPoint, CMS Energy, DTE Energy, Sempra, and Consolidated Edison. The move suggests at least one major bank is reshuffling its utilities coverage universe.
Within the sector, NRG Energy and Public Service Enterprise Group both saw target price cuts. NRG's consensus target slipped to $189.44 from $191. PSEG's target fell to $85.81 from $86.39.
The most notable upward revision came in analytics software. Fair Isaac Corporation received a target price raise. The consensus target now stands at $1,476 — up from $1,473. FICO carries a $23.5B market cap and short interest of 8.6% of free float. That short pressure adds extra weight to any bullish analyst call.
Dominion Energy and NiSource each got modest target lifts. Dominion's consensus target rose to $70.82. NiSource climbed to $50.11.
The pattern is clear: analysts are growing cautious on regulated utilities while selectively raising the bar for data-driven growth names like FICO.
ORTEX Market Intelligence content is generated by AI from a snapshot of ORTEX's proprietary data. Content is informational only and does not constitute investment advice.
