Edited by Peter Hillerberg1 min readStories are generated from ORTEX data and reviewed by the ORTEX team. How we publish
Analyst sentiment shifted across several sectors on Saturday. The most striking move was a consensus downgrade on EL, Estée Lauder. The beauty giant slipped from the buy column. Its average target price sits at $107.34. With 15 analysts now neutral and none firmly bullish, the stock faces a wall of indifference from Wall Street.
DAL, Delta Air Lines, collected a target price lift to $101.69. All 24 covering analysts rate it a buy. That unanimous call is unusual and reflects a broader reopening tailwind. Korean air traffic hit a record September high this year, with 238,383 flights and 38.8 million passengers surpassing previous peaks, per ORTEX Alt Data. Airlines globally are benefiting from that demand surge.
GM, General Motors, also saw its target creep up to $104.65. Twenty of its 24 analysts remain bulls. Meanwhile APTV, Aptiv, which supplies GM and other automakers, saw its target trimmed slightly to $65.44.
PEP, PepsiCo, received a consensus upgrade. The target moved from $145.82 to $143.18 on an individual cut from Citigroup's Filippo Falorni, who kept his Hold rating and trimmed to $135. The consensus, however, nudged one notch higher as other desks held firm.
FCX, Freeport-McMoRan, saw its target lifted to $77.55. Copper demand, driven partly by EV adoption, supports the bullish case. Finland logged a record September for electric vehicle registrations, up 68% year-on-year, per ORTEX Alt Data, a sign that EV-related metals demand remains firm.
PSX, Phillips 66, attracted an upward target revision to $266.58, the largest absolute price target among today's movers.
ORTEX Market Intelligence content is generated by AI from a snapshot of ORTEX's proprietary data and reviewed by the ORTEX team. Content is informational only and does not constitute investment advice.
