Edited by Peter Hillerberg1 min readStories are generated from ORTEX data and reviewed by the ORTEX team. How we publish
Analysts moved in opposite directions on two consumer giants this weekend. Estée Lauder was downgraded at the consensus level, shifting a sell rating from hold and pushing the stock further into bearish territory. The average analyst target sits at $107.34. The move reflects continued unease over the beauty group's China exposure and sluggish recovery in prestige skincare.
PepsiCo got the opposite treatment. Citigroup's Filippo Falorni cut his target to $135 from $142 while maintaining a Hold, but the broader consensus upgraded the stock. The consensus target rose to $143 from $146. That split signal, a target cut alongside a rating upgrade, reflects a market divided on whether PepsiCo's volume recovery can offset pricing pressure heading into year-end.
Delta Air Lines saw its average target nudge up to $101.69 from $101.27, with 24 analysts carrying buy ratings. Korean international passenger data showed a 10% year-on-year jump to 24.9 million in September, pointing to a wider travel demand trend that supports airline bulls.
Elsewhere, General Motors and Freeport-McMoRan both saw modest target increases. Steelmaker Nucor also edged higher in consensus targets. Aptiv bucked the auto trend with a small target reduction to $65.44.
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.
