Goldminers Shine, HVAC King Slips in Analyst Calls

Analysts lifted target prices on NEM today. The consensus average target rose to $133.67 from $132.87. Newmont's $132B market cap reflects gold's strong run in 2026. Short interest sits at just 1.7% of free float — bears are not pressing the case.

The day's sharpest negative call hit LII. Lennox International was downgraded by the consensus, with the average target falling to $492.69 from $505.38. That is a $12.69 cut. The HVAC maker carries a $12.7B market cap. Short interest has already climbed to 6.1% of free float — the highest of the three names highlighted today.

UBS analyst Josh Silverstein was busy in the energy patch. He raised his target on OXY to $67 from $59, maintaining a Hold rating. He also lifted FANG Diamondback Energy to $253 from $243, keeping a Buy. Both moves signal growing UBS optimism on US shale producers.

Defense names saw a cluster of new initiations. LHX L3Harris, NOC Northrop Grumman, TDG TransDigm, and HWM Howmet Aerospace all received fresh analyst recommendations today. The sector continues to attract coverage amid elevated global defence budgets.

ORCL Oracle saw its consensus target dip slightly to $239.00 from $239.10. Freedom Broker cut its individual target to $205 from $210, though it retained a Buy rating.