EOG EOG Resources consensus target rose to $145.10 from $143.93 as analysts reassessed oil plays. The $81B producer grabbed fresh upside calls amid Middle East supply chaos. Iran war sent crude above $95 triggering sector reappraisals.
FANG Diamondback Energy target jumped to $209.03 from $207.35 showing conviction in shale names. OXY Occidental Petroleum climbed to $60.28 from $59.40 as Berkshire-backed plays gained favor. DVN Devon Energy rose to $55.73 from $55.12.
CTRA Coterra Energy target lifted to $37.05 from $36.59 completing a sweep of energy upgrades. The coordinated moves reflected shipping fuel costs surging $5B since conflict began per FT reporting.
Tech absorbed cuts. META Meta consensus dipped to $861.76 from $862.60 as the $2.2T giant faced minor trimming. AVGO Broadcom fell to $471.55 from $472.01 showing marginal caution.
PYPL PayPal target dropped to $52.95 from $53.39 as fintech names lost momentum. BSX Boston Scientific slipped to $101.53 from $101.84 in medical devices.
Energy dominated positive revisions as Iran crisis extended into week three.
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