Wall Street Lifts Targets on Travel and Ad Tech

Analysts have been busy raising targets this week. The moves are spread across travel, ad tech, and consumer staples.

AppLovin earned a fresh upgrade, pushing analyst consensus toward more Buys. The ad-tech firm carries a $99B market cap. Its consensus target now sits at $508. Short interest is low at 4.2% of free float, suggesting limited scepticism from bearish traders.

Travel stocks are seeing broad target lifts. Airbnb had its target raised to $183. Expedia saw its target nudge up to $341. Both moves reflect growing analyst confidence in leisure travel demand heading into 2027.

Yum! Brands received an upgrade from analysts. Consensus is now more bullish on the fast-food giant. The stock has a $38B market cap and a target price of $174.

Deere & Company picked up a new analyst recommendation. The agricultural equipment maker sits at a $182B market cap. Its new consensus target stands at $688, implying modest upside.

Kroger was the one outlier. Its target was cut to $68.48 from $69.77. The grocery chain faces ongoing margin pressure from food price deflation.

Adobe and Paychex also saw small target increases. Both upgrades were minor, reflecting cautious optimism on software and payroll services.