Citigroup's John Godyn cut targets across major carriers today. UAL United Airlines dropped to $132 from $155. DAL Delta fell to $77 from $87. LUV Southwest slid to $44 from $54. The coordinated downgrades reflected Iran war fuel price chaos as oil spiked back above $100.
PSKY Paramount Skydance saw consensus target fall to $12.80 from $13.07. The entertainment merger absorbed fresh skepticism as streaming competition intensified.
DELL Dell Technologies consensus target rose to $167.87 from $167.22. The $79B PC maker held modest analyst support despite AI infrastructure uncertainty. BG Bunge Global gained to $132.10 from $131.60 showing agricultural commodity strength.
DRI Darden Restaurants climbed to $238 from $235 via Citi's Jon Tower. The casual dining operator defied consumer weakness. Merck jumped to $125 from $120 on Citi upgrade showing pharma conviction.
BA Boeing consensus held at $271.48 despite one analyst removing coverage. The aerospace giant navigated production scrutiny as 26 analysts maintained positions.
Energy shock drove airline pessimism while select consumer and healthcare names grabbed support.
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.
