GEV GE Vernova lost analyst coverage today. The $226B power equipment giant saw one recommendation removed bringing consensus to 27 buys versus four holds. Average target held at $860.
CF CF Industries faced a downgrade to sell. The $21B fertilizer producer saw Mizuho cut rating from hold dropping target to $100 from $95. Consensus target rose slightly to $104 despite the bearish call.
LULU Lululemon target fell to $194 from $205. The $24B athletic apparel maker absorbed downward revisions as retail pressure mounted. Zero buy ratings showed persistent analyst skepticism.
XYZ Block grabbed an upgrade to hold from sell. The $50B fintech name saw Rothschild lift its $45 target to $55. Consensus improved to two buys versus seven holds as payment sector sentiment shifted.
NVDA Nvidia added Needham buy coverage at $240 target. The chip giant now holds 54 buy ratings showing sustained conviction despite Musk criticism.
Financial Times reported JPMorgan halted $5.3B Qualtrics debt deal as AI fears chilled demand. Banks prepared to offload $18B tied to Electronic Arts buyout testing junk bond appetite. Wall Street peers risked hung deals if transactions stalled.
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