UBS delivered the sharpest call of the day. Analyst Anojja Shah cut IP — International Paper — from Buy to Hold. The target price dropped to $32 from $40, a 20% reduction. That's a significant pull-back on the $16.8B packaging giant. Short interest sits at 8% of free float, one of the higher readings in the sector.
TXT caught a brighter tone. Textron's consensus target rose to $103.45 from $100.51. The industrial conglomerate has low short interest at 2.9% of free float. Analysts appear more comfortable with its outlook heading into the summer.
TSN also saw its target edge up. Tyson Foods' consensus price target moved to $69.25 from $68.54. The food giant has faced margin pressure for months. A modest target lift suggests some analysts see the worst may be behind it.
UBS also trimmed its target on WTW — Willis Towers Watson — to $400 from $409. Analyst Brian Meredith kept his Buy rating intact. The $9 cut is small but notable for a stock where conviction has been tested by macro uncertainty.
SBUX received a small target bump. The coffee chain's consensus moved to $105.62 from $105.38 as turnaround hopes persist under CEO Brian Niccol.
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