UAL United Airlines grabbed an upgrade to buy from UBS analyst Atul Maheswari. The target rose to $135 from $134 as carriers navigated oil price chaos. DAL Delta Air Lines also scored a buy rating with $84 target up from $83.
LUV Southwest Airlines absorbed a target cut to $56 from $59 despite maintaining buy rating. The discount carrier faced pressure as fuel costs spiked above $100 per barrel.
LULU Lululemon saw Citigroup's Paul Lejuez slash his target to $185 from $210 on hold rating. The athletic apparel maker battled margin concerns as consensus held 29 hold ratings against just one buy.
SMCI Super Micro Computer triggered multiple analyst changes. Target fell to $39 from $41 while rating distribution shifted showing eroding confidence. The AI server maker faced 4 sell ratings up from previous levels.
GEV GE Vernova consensus target rose to $866 from $862 drawing bullish momentum. The $165B power equipment giant held strong buy support with 27 analysts rating it buy versus just one sell.
Airlines showed resilience despite energy market turmoil while retail and tech names absorbed fresh skepticism.
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.
