MU Micron grabbed a $535 target from UBS today. Timothy Arcuri lifted his price from $510 marking fresh conviction in the $118B memory chip maker. The upgrade led analyst activity as semiconductor optimism persisted despite macro uncertainty.
Chemical names saw coordinated bullish revisions. LYB LyondellBasell jumped to $90 from $76 via Citigroup's Patrick Cunningham. DOW Dow Inc rose to $48 from $40 from the same analyst showing sector-wide reassessment. Both companies gained buy ratings as materials sentiment shifted.
PYPL PayPal climbed to $48 from $42 courtesy of Citigroup's Bryan Keane. The fintech held a hold rating despite the 14% target boost. Consensus showed 4 buys versus 30 holds and 10 sells reflecting persistent skepticism.
Travel names diverged sharply. RCL Royal Caribbean absorbed a $35 target cut from JPMorgan falling to $341 from $376. ABNB Airbnb dropped to $185 from $200 via Tigress Financial. Booking Holdings moved opposite rising to $260 from $244 from the same firm.
Energy infrastructure gained traction. OKE ONEOK ticked up to $100 from $98 as Jefferies maintained its buy rating amid oil market volatility.
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