VST Vistra surged on a JP Morgan target raise to $240. Jeremy Tonet upgraded the $131B power generator showing conviction in energy infrastructure demand. The utility jumped 18 buy ratings demonstrating sector strength.
CEG Constellation Energy absorbed a JP Morgan target cut to $400 from $410 despite maintaining buy rating. Tonet trimmed expectations while reaffirming the $118B nuclear operator's upside potential. Iran war volatility pressured energy valuations.
MOS Mosaic faced consensus downgrade as fertilizer outlook weakened. The $11B ag chemical firm dropped from hold to sell territory with targets falling to $31.85. Analyst confidence eroded across agricultural inputs.
ACN Accenture consensus target fell to $260 from $268 as consulting demand softened. The $162B IT services giant held 18 buy ratings showing resilience. BSX Boston Scientific targets slipped to $102 from $103.
VTR Ventas grabbed upward target revision to $92.30 as REIT sentiment improved. The $38B healthcare property firm held 17 buy ratings. Digital Realty climbed to $198 target on data center demand.
Power generation dominated upgrades while materials absorbed fresh downgrades showing sector rotation into defensive infrastructure plays.
ORTEX Market Intelligence content is generated by AI from a snapshot of ORTEX's proprietary data. Content is informational only and does not constitute investment advice.
