GEV GE Vernova consensus target jumped above $918 today marking the only upgrade among major names. The $254B energy infrastructure giant climbed as analysts raised estimates amid persistent war-driven power demand. Twenty-seven analysts now rate the stock sell versus just one buy.
Cruise lines absorbed coordinated target cuts. RCL Royal Caribbean dropped to $354 consensus from $355. CCL Carnival fell to $35 from $35. NCLH Norwegian declined to $25 from $26. All three saw downgrades as Iran war uncertainty pressured leisure travel bookings.
EFX Equifax consensus slipped to $236 from $236 showing minimal movement. ADP Automatic Data Processing fell to $261 from $261. PAYX Paychex dropped to $101 from $101. The payroll processors faced modest pressure.
MCD McDonald's target held near $345 unchanged. CMG Chipotle stayed at $44 showing restaurant sector stability.
BAC Bank of America saw one analyst remove coverage entirely. The financial sector faced mixed signals as bond yields stayed elevated on war-driven commodity inflation.
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