UBS made bold moves across energy and consumer names this week. First Solar grabbed the biggest upgrade. Jon Windham at UBS lifted the solar panel maker to Buy and raised his target to $330 from $290. The stock carries a $26.8B market cap and short interest of 8.5% of free float.
GE Vernova saw the sharpest target cut. Julien Dumoulin-Smith at Jefferies slashed his price target to $1,210 from $1,350. He kept a Buy rating, but the $140 cut stands out on a $233B energy giant. That signals caution even from a bull.
Casey's General Stores got the most eye-catching number. UBS raised its target to $945 from $805 — a $140 jump. The convenience store chain has quietly grown into a $33.8B business. Analyst Mark Carden held his Hold rating, but the target leap signals rising earnings confidence.
In medical devices, Insulet Corporation saw its consensus target trimmed to $242 from $244. The diabetes device maker faces modest near-term pressure.
REITs also saw upgrades. Kimco Realty and both had consensus targets raised, reflecting renewed confidence in real estate income plays.
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