EQIX Equinix consensus target rose to $1066.54 from $1063.36 as analysts lifted expectations for the $97B data center giant. Six hold ratings balanced 25 buys showing conviction despite rich valuation. The REIT gained traction as AI infrastructure spending accelerated.
DLR Digital Realty target climbed to $201.03 from $200.80 marking modest upward revision. The $72B data center operator held 24 hold ratings against seven buys. Both REITs benefited from hyperscaler demand and power capacity constraints driving pricing power.
EME EMCOR Group grabbed the largest target jump with consensus hitting $872.50 from $864.17. The $49B construction services firm held zero sell ratings as infrastructure spending supported outlook. Six buy ratings led nine holds.
Hospitality names saw incremental lifts. HLT Hilton consensus rose to $329.36 from $328.80 while MAR Marriott climbed to $357.96 from $356.92. Both hotel operators held strong buy support despite geopolitical volatility pressuring travel demand.
CIEN Ciena target jumped to $362.06 from $351.22 as optical networking demand strengthened. The $55B equipment maker held 12 buy ratings showing telecom infrastructure optimism.
Financial targets slipped. AXP American Express fell to $356.15 from $356.59 while COF Capital One dropped to $256.62 from $257.90 reflecting credit cycle concerns.
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