Analysts fired off a cluster of notable calls on Sunday. The sharpest move came at Wolfe Research, where John Janedis cut CHTR from Hold to Sell with a $118 target. Charter carries a $16.7B market cap and 10% short interest as a percentage of free float. Short sellers are already piling in. A fresh Sell rating may add more pressure.
Evercore ISI also turned cautious, downgrading HPE from Buy to Hold. Analyst Amit Daryanani left his $65 target unchanged. The move signals waning enthusiasm for enterprise tech hardware after a long rally.
GEV drew a contrarian Sell initiation from GLJ Research's Gordon Johnson with a $470 target. GE Vernova trades at a $255B market cap — one of the biggest companies on the list. Johnson is swimming against the tide: 29 analysts rate the stock a Buy versus zero Sells before this call.
On the bullish side, Keybanc initiated JKHY at Buy with a $190 target. Jack Henry & Associates provides core banking software. The stock currently has no Buy ratings, making Keybanc an early outlier.
NVDA and both saw their consensus target prices tick higher, reflecting continued Wall Street optimism heading into autumn.
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