Analyst activity on Friday centred on cybersecurity and real estate. CrowdStrike led the pack with a fresh target price increase. The consensus average target rose to $209.74. With a $194 billion market cap, CrowdStrike remains a Wall Street favourite in enterprise security.
In real estate, two upgrades caught the eye. Federal Realty Investment Trust was upgraded, with the consensus target edging up to $133.25. The retail-focused REIT has a $10 billion market cap and short interest is low at 3.8% of free float. Welltower also received an upgrade. The healthcare REIT's average target climbed to $256.73. Its market cap sits near $171 billion.
Airbnb and Veeva Systems both saw target price bumps. Airbnb's consensus target reached $175.50. Veeva's moved to $253.57. Both moves were modest but add to a constructive tone on high-quality growth names.
Several names — including GE Vernova, , and — saw recommendations removed, trimming analyst coverage counts without triggering downgrades. rounded out the day with a target lift to $171.44.
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.
