Analysts are moving targets in opposite directions today. The divergence is sharpest across homebuilders, semiconductors, and agriculture.
Lennar took the biggest hit. Analysts cut the average target price to $91.50 from $94.00. The homebuilder carries 6.3% short interest. Eight analysts now rate it a sell — a bearish tilt unusual for large-cap US housing names.
Chips are getting more love. NXP Semiconductors saw its consensus target rise to $296 from $295. The stock is lightly shorted at 3.4% of free float. Demand for automotive and industrial chips remains a key bull thesis.
The Mosaic Company faces the opposite pressure. Analysts trimmed the fertilizer maker's target to $29.80 from $30.43. Weak potash pricing and trade uncertainty continue to weigh on sentiment.
On the upgrade side, Microsoft targets crept higher to $560.90. Analysts see AI monetization as the main driver. ServiceNow also got a lift, with the consensus average rising to $144.65.
Tractor Supply was the only consumer-facing name to see a downward target revision today, slipping to $46.96. The rural retailer faces pressure from tariff-linked input costs.
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.
