Analyst target prices shifted across several sectors on Monday, with energy names seeing the sharpest cuts and semiconductors attracting fresh upgrades.
Power and Solar Under Pressure
Vistra Corp. saw its consensus target trimmed to $225.06 from $227.68. The power producer has a $51bn market cap but analysts flagged downside risk. First Solar also received a target cut — down to $243.82 from $246.21. The solar manufacturer carries SI % FF of 7.9%, suggesting shorts are watching closely despite solid fundamentals.
Chips and Pharma Get a Boost
Applied Materials got a consensus target lift to $447.18 from $442.76. Semiconductor equipment stocks continue to benefit from AI-driven capex demand. Broadcom also edged higher, with the average target rising to $476.09. AbbVie stood out in healthcare — its target ticked up to $252.79, reflecting steady confidence post-recent earnings.
UnitedHealth Group saw its average target nudge up to $388.81. That's notable. The stock has been under pressure following management turmoil. Analysts appear to see value at current levels, with 22 buys in the consensus.
Fox Corporation also got a quiet upgrade in target to $73.75, with buy-side momentum building ahead of its next earnings cycle.
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