Analysts trimmed targets on DPZ as the pizza chain faces a tougher consumer backdrop. The consensus target fell to $458 from $462. Short interest sits at 10.6% of free float — one of the higher readings among large-cap restaurants.
DLR got the opposite treatment. Analysts lifted the data center REIT's average target to $218 from $213. AI-driven demand for colocation space keeps Wall Street bullish. DLR carries a $70B market cap and just 2.6% short interest.
A fresh initiation on FIX caught attention. Comfort Systems USA picked up a new recommendation with a target of $1,929. The HVAC and mechanical contractor has ridden the data center construction wave hard. Its $60B market cap now rivals much larger industrial peers.
NEE saw its consensus target edge up to $98. NextEra remains the default utility upgrade pick as power demand projections rise.
UAL and BKNG both had targets trimmed. Airline and travel names face macro headwinds from tariff uncertainty.
MSFT saw its average target dip to $573 from $576. The move is minor but notable — 53 analysts cover the stock and consensus rarely shifts.
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.
