Analysts are busy reshuffling price targets across the utilities sector. The moves come as power demand from AI data centres keeps climbing.
Fair Isaac Corporation stands out from the crowd. The FICO score company saw its consensus target price nudge up to $1,476, from $1,472. The upgrade in target comes despite the stock already carrying a market cap of $23.5 billion. Analysts remain broadly bullish, with 15 buy ratings.
In energy, NRG Energy took a small target cut. The consensus price fell to $189.44 from $191. Vistra Corp. lost a recommendation entirely, leaving 17 buy ratings intact. Both stocks are hot plays on rising electricity demand.
Across regulated utilities, analysts quietly pulled recommendations from five names. Ameren, WEC Energy Group, Consolidated Edison, DTE Energy, and all saw at least one rec removed. Targets barely moved, signalling these are housekeeping adjustments rather than conviction shifts.
Dominion Energy bucked the cautious mood. Its target rose to $70.82 from $70.58. NiSource also got a small lift, with the target moving to $50.11. Both stocks are buy-heavy with minimal sell coverage.
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