Edited by Peter Hillerberg1 min readStories are generated from ORTEX data and reviewed by the ORTEX team. How we publish
Analysts delivered a clear upgrade for HUM this week. Humana gained one buy rating, pushing its consensus to 10 holds and 1 buy. The average target price rose to $452.87, up from $433.74. That is a 4.4% move in analyst optimism for the managed-care name.
The other direction: EL took a downgrade. Estée Lauder's sell count rose to 15, with holds dropping to 14. The consensus target sits at $107.34. The beauty giant has struggled with weak China demand, and analysts are losing patience.
Refiners caught a bid from Wall Street. MPC saw its average target lifted to $409.28 from $400. Peer PSX also gained, with targets moving to $266.58 from $263.11. Both upgrades arrived together, suggesting a sector-wide reassessment of refining margins.
Utilities faced headwinds. EIX, PCG, and SRE all saw target prices trimmed. The trio are California-focused utilities. The cuts likely reflect ongoing wildfire liability concerns and rate-case uncertainty.
DAL targets edged higher to $101.65. ORTEX data on Korean air traffic shows international passengers rose 10% year on year in September, a sign that global travel demand remains intact, broadly supportive for airline names.
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.
