Analyst desks were busy this week. Rating changes spanned sectors from cybersecurity to clean energy.
CrowdStrike gets a cold shoulder. CRWD lost a recommendation entirely. An analyst removed their rating on the $147B cybersecurity giant. The consensus still skews bullish — 41 Buy ratings remain — but the removal stands out after a turbulent 18 months for the stock.
Applied Materials earns a fresh Buy. AMAT picked up a new recommendation. The new average target price jumped to $503, up sharply from $451 before. That implies meaningful upside for the chip equipment leader. Semiconductor demand remains a key driver of the call.
Con Edison upgraded. ED received an upgrade from analysts. The $39B utility now has seven Buy ratings versus just three Sells. The move reflects renewed appetite for defensive, yield-bearing names as rate expectations shift.
Pfizer target ticks up. PFE saw its consensus target price nudge higher to $29.19. The stock remains heavily covered, with 15 Hold ratings. Analysts are cautiously warming to the pharma giant after a prolonged re-rating lower.
C.H. Robinson upgraded too. CHRW earned a fresh upgrade from brokers. The freight brokerage now has two Buy ratings. Improving logistics margins appear to be driving the positive reassessment.
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.
