Benchmark initiated PANW with a Buy rating and a $340 price target on Tuesday. That is a 20% premium above the current consensus target of $282. The firm cited strong cybersecurity demand as the key driver. The broader analyst community lifted its average PANW target from $238 to $282 in the same session — a $44 jump in one day. PANW carries a market cap of $244 billion. Short interest sits at just 3.3% of free float. Bears are not crowding this name.
ULTA saw its consensus target cut from $676 to $639. The beauty retailer has faced pressure from competition and softer consumer spending. Short interest runs at 5.3% of free float — modest but ticking higher.
Beverage stocks took hits too. STZ had its target trimmed to $176 from $177. TAP saw a similar small cut. Both names sit in a sector struggling with volume declines and tariff cost pressures.
LDOS received a new recommendation with a target near $183. The defense IT firm benefits from steady government contract flows.
HON saw its target nudged up to $248. The industrial conglomerate's restructuring story continues to draw modest support from the Street.
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