MU Micron grabbed consensus upgrade momentum today as analyst count shifted bullish. The $527 average target climbed from $516 showing fresh conviction. The memory chip maker held 37 buy ratings versus 36 yesterday demonstrating sector rotation strength.
FSLR First Solar absorbed downgrade pressure as consensus slipped to hold territory. The $251 target dropped from $256 while buy ratings fell to 21 from 22. Analysts cited valuation concerns after the solar name's 2026 run.
CCL Carnival consensus target jumped to $36.53 from $36.48 as travel demand held resilient. The cruise operator maintained 22 buy ratings showing sustained leisure sector confidence. EXPE Expedia target rose to $281 from $280 with 24 holds unchanged.
Transportation names showed mixed action. JBHT JB Hunt target climbed to $212 from $211. ODFL Old Dominion target ticked up to $199.29. CHRW CH Robinson target fell to $193 from $194.
CEG Constellation Energy target slipped to $399 from $400 as nuclear power names faced profit taking. HON Honeywell absorbed recommendation removal showing shifting industrial coverage.
Semiconductors dominated positive revisions while solar absorbed fresh skepticism.
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