GEV GE Vernova consensus target jumped to $866 from $862 today. The $153B energy equipment maker held 27 buy ratings against just one sell. Analysts backed infrastructure spending momentum as oil chaos drove power sector interest.
XOM Exxon Mobil target rose to $153 from $152 as crude spiked above $100. CVX Chevron climbed to $194 from $194. COP ConocoPhillips hit $124 consensus. Energy names grabbed modest bumps reflecting Iran war supply disruption.
FANG Diamondback Energy held $198 target unchanged with 28 buy ratings. EOG EOG Resources stayed at $139. Analysts showed conviction despite oil volatility as the Strait of Hormuz closure extended into week three.
KEYS Keysight Technologies target jumped to $302 from $299 on test equipment demand. The $47B semiconductor tools maker drew bullish positioning.
LULU Lululemon absorbed another target cut to $185 from $186 extending retail sector pressure. PTC PTC Industrial software fell to $191 from $192 showing modest tech skepticism.
AJG Arthur J Gallagher dropped to $271 from $274 as insurance names faced margin scrutiny.
Energy dominated upgrades while defensives saw selective cuts.
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