Energy consensus targets jumped across the board today. EOG EOG Resources climbed to $145.10 from $143.93. FANG Diamondback Energy rose to $209.03 from $207.35. OXY Occidental Petroleum increased to $60.28 from $59.40.
The target bumps followed Iran war escalation and oil spiking above $150. Ships abandoned cargo to carry fuel as prices soared. Analysts positioned for extended energy disruption as the Strait of Hormuz closure entered week three.
DVN Devon Energy grabbed a $55.73 consensus up from $55.12. CTRA Coterra Energy hit $37.05 from $36.59. APA APA Corporation rose to $35.39 from $34.68.
Traditional defensive names absorbed downgrades. PYPL PayPal consensus fell to $52.95 from $53.39. ADP ADP dropped to $267.53 from $268.20. Lowe's slipped to $285.58 from $286.18.
AVGO Broadcom consensus edged down to $471.55 from $472.01 despite tech resilience. The semiconductor giant held analyst support but faced marginal pullback.
Energy dominated positive revisions as oil chaos rewrote sector outlooks.
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