Analysts are reshaping their views on the U.S. utilities sector. Several major firms removed recommendations across a cluster of names including AEE, WEC, ED, DTE, CMS, SRE, and CNP simultaneously — a rare coordinated sweep suggesting a broker coverage reshuffle.
The most striking upward target move belongs to FICO. Analysts lifted the average target price to $1,476 from $1,473. The stock carries 15 buy recommendations against just one sell. Yet FICO has fallen 35.8% year-to-date — the gap between analyst optimism and market reality is stark. Analysts see 35.6% upside from current levels.
NRG drew a target price cut. The average consensus target slipped to $189.44 from $191.00. The power producer is down 20.7% year-to-date. Analysts still see 51.3% return potential, signalling the stock may be significantly oversold.
VST lost a recommendation from one firm. The consensus still stands at 17 buys. PEG also saw a target trim, while Dominion Energy and NiSource both received small target bumps — modest votes of confidence in regulated utility earnings stability.
The dominant theme: analysts are recalibrating across the entire utilities complex as interest rate expectations and AI power demand narratives continue to reshape sector valuations.
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.
