INTC Intel grabbed the spotlight with consensus target jumping to $57.82. The $245B chipmaker saw analysts boost conviction as 33 firms held neutral ratings. Bulls increased from five to reflect semiconductor momentum.
GEV GE Vernova consensus soared to $1,120.91 from $1,105.53. The energy infrastructure giant held 28 buy ratings with zero sell calls. The $309B company benefited from renewable energy transition themes per FT reporting on Middle East energy security concerns.
VRT Vertiv target climbed to $327.44 as data center infrastructure drew fresh optimism. The $131B firm held 22 buy ratings showing strong conviction. Digital infrastructure demand stayed elevated across analysts.
UNP Union Pacific target rose to $279.09 from $277.57. The $181B railroad operator faced cautious positioning with 15 hold ratings versus seven buys.
OTIS Otis Worldwide absorbed a rare consensus cut dropping to $96.21. The $38B elevator maker saw target pressure despite nine neutral ratings.
Blackstone target slipped to $144.10 as private credit faces strain per FT. Bond investors seek higher premiums creating headwinds for the $158B asset manager.
Energy infrastructure and semiconductors dominated upgrades while financials faced downgrades.
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.
