Analysts Lift Illumina, Cut Equifax Targets

The most striking target price move of the day comes from ILMN. Canaccord Genuity raised its target to $300 from $205, a $95 jump. The analyst maintained a Hold rating. That gap between a bold target and a tepid rating suggests the desk sees upside but is not yet ready to commit.

EFX got the sharpest cut. Mizuho trimmed its target to $185 from $210, a $25 reduction, while keeping a Buy. Equifax reports soon, and the lower target reflects softer expectations for credit activity.

ROL also took a hit. Canaccord cut the Rollins target to $36 from $45, a 20% reduction. That is a big move for a pest control company with a defensive reputation.

On the positive side, EL got a lift from Jefferies, which raised its target to $120 from $100. Estee Lauder remains under pressure, but the higher target suggests the worst may be priced in.

In energy services, Piper Sandler trimmed targets on both SLB and HAL, keeping Buy ratings on each. The cuts are modest but point to continued caution on oilfield activity.

TRV received a target raise to $435 from $425 at Truist, with a Buy rating intact. Travelers reports strong pricing power in commercial lines, and the insurer continues to attract bullish calls.