Analysts Trim Targets as FICO Faces Consensus Cut

Fair Isaac Corporation FICO is today's sharpest mover among analyst desks. The credit-scoring giant saw its consensus rating downgraded, with the average target price slipping from $1,007 to $937. That is a drop of around 7% in one session.

Regional banks drew a cluster of negative calls. MTB (M&T Bank) suffered an outright downgrade, with its consensus shifting from Buy to Hold territory. FITB (Fifth Third Bancorp) and HBAN (Huntington Bancshares) both saw target prices trimmed. The moves follow a busy earnings season for mid-size lenders.

Comfort Systems FIX took the biggest raw target price cut. Its average analyst target fell from $2,095 to $1,917, a reduction of $178 per share. The stock had been a strong performer, so analysts appear to be resetting expectations after a long run higher.

On the positive side, NOC (Northrop Grumman) received a target price lift to $633.50 from $631.88, a modest tick up. KMI (Kinder Morgan) also saw a small upward target revision. Two fresh recommendations landed on energy names OXY and COP, though neither moved the consensus materially.

CVNA (Carvana) and TPR (Tapestry) both had targets trimmed slightly. Analyst sentiment on both remains broadly positive, but the price bars keep edging lower.