FICO Fair Isaac absorbed brutal analyst downgrades today. JP Morgan's Alexander Hess slashed his target to $1,325 from $1,825. Baird's Jeffrey Meuler cut to $1,547 from $1,960. The $44B analytics firm saw consensus hold ratings drop from 1 to 1 hold.
HD Home Depot faced coordinated pressure. BNP Paribas dropped target to $348 from $391 citing retail headwinds. Consensus average fell to $408.97 from $409.84 as 21 sell ratings persisted.
KKR KKR took a sharp cut from BMO Capital. Brennan Hawken trimmed target to $106 from $125 despite maintaining buy rating. The $64B private equity giant held 19 buy ratings showing sector divergence.
RL Ralph Lauren grabbed an upgrade bucking the downgrade wave. Consensus shifted to 3 hold from 2 as target climbed to $408.14. The luxury retailer showed resilience amid retail downgrades elsewhere.
TSN Tyson Foods dropped to $65 from $67 at JP Morgan. The food producer held 9 hold ratings unchanged. AMZN Amazon consensus slipped marginally to $280.39 as 63 buy ratings stayed intact.
Analysts turned defensive on consumer discretionary and analytics while holding conviction on Ralph Lauren.
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