VRT Vertiv consensus target rose to $327 from $324 today. The $128B data center infrastructure play held 22 buy ratings showing sustained conviction. Analysts bet on AI power demand keeping the stock elevated.
URI United Rentals jumped to a $1,017 consensus from $1,000. The $66B equipment rental giant grabbed fresh bullish momentum. Construction exposure drove analyst confidence despite broader industrial uncertainty.
MAS Masco climbed to $81 consensus from $80.84. The building products maker held 13 hold ratings suggesting cautious positioning. Housing market volatility kept analysts measured.
MS Morgan Stanley rose to $199 from $197 consensus. The $227B bank held 14 hold ratings as financials absorbed Iran war volatility. Dollar weakness this month pressured trading revenue expectations yet analysts stayed positioned for stability.
VLO Valero Energy jumped to $247 from $245 as oil markets remained chaotic. The $81B refiner benefited from crude supply disruption. Vitol warned a billion barrels left the market due to Iran conflict per FT reporting.
LMT Lockheed Martin dropped to $652 from $660 showing rare defense weakness. AXP American Express fell to $358 from $359 as consumer spending concerns emerged.
Industrials dominated upgrades while financials faced modest pressure.
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.
