NOC Northrop Grumman consensus target dropped to $727.51 from $730.33 today. The $90B defense contractor faced modest analyst skepticism despite Middle East war extending into week three. Eleven analysts held NOC at hold showing cautious positioning.
BSX Boston Scientific absorbed a Jefferies downgrade. Matthew Taylor slashed his target to $100 from $110 while maintaining buy. The $95B medical device maker consensus fell to $95.22 from $95.75 as 32 analysts held strong buy ratings.
GEV GE Vernova surged ahead with consensus climbing to $976.35 from $964.10. The power equipment giant grabbed upward revisions as energy security dominated headlines. Twenty-eight analysts backed GEV at strong buy demonstrating conviction.
HAL Halliburton earned a rare upgrade boosting consensus to $41.32 from $39.70. The oilfield services name benefited from crude spiking above $95 as Iran conflict disrupted Gulf supplies. Six analysts now rate HAL at hold up from seven.
DHI D.R. Horton consensus jumped to $165.43 from $161.14. The $51B homebuilder target rose despite housing market uncertainty. Dell Technologies consensus climbed to $182.04 from $180.52 showing tech hardware resilience.
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