CSX CSX absorbed a downgrade today as consensus dropped to hold. The $43B railroad saw average target price fall 4% to $42.11. Sell ratings doubled from one to two as analysts questioned transport momentum.
IBM IBM suffered a similar fate with consensus slipping from buy to hold. The $286B tech giant lost one buy rating moving to seven holds. Target price fell 3% to $286.18 despite AI infrastructure positioning.
TXN Texas Instruments triggered multiple changes simultaneously. Three analysts shifted ratings as targets surged 11% to $256.06. The semiconductor maker gained a sell rating yet average price jumped significantly.
GEV GE Vernova topped energy plays with targets climbing 6% to $1,073. The power equipment spinoff held 28 buy ratings showing strong conviction. VRT Vertiv Holdings grabbed 4% target lift to $313.28 as data center infrastructure demand persisted.
WRB W.R. Berkley earned an upgrade to buy as the $67B insurer gained favor. The specialty lines carrier saw one analyst flip from hold showing fresh optimism.
NOW ServiceNow targets fell 7% to $153.48 despite maintaining 42 buy ratings. The enterprise software name faced valuation scrutiny.
Transport and legacy tech absorbed skepticism while energy infrastructure grabbed momentum.
ORTEX Market Intelligence content is generated by AI from a snapshot of ORTEX's proprietary data. Content is informational only and does not constitute investment advice.
