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距离目标价差距最大

今日变更

2026-07-04
共识目标价变动 · 32 条
S&P Global SPGI $529→$463 -12.6%
Delta Air Lines DAL $87→$92 +6.0%
United Airlines Holdings UAL $138→$146 +5.9%
Southwest Airlines LUV $48→$50 +3.8%
Sandisk SNDK $1864→$1930 +3.6%
英特尔 INTC $98→$101 +2.4%
General Mills GIS $37→$38 +2.4%
LyondellBasell LYB $74→$73 -2.2%
Constellation Brands STZ $175→$171 -2.1%
Dow Inc. DOW $40→$39 -2.1%
Rocket Lab RKLB $112→$114 +2.0%
ASML Holding ASML $1754→$1783 +1.6%
Charter Communications CHTR $234→$230 -1.6%
Trimble Inc. TRMB $85→$84 -1.5%
MGM Resorts MGM $47→$47 +1.4%
Thomson Reuters TRI $121→$119 -1.4%
Tyson Foods TSN $71→$70 -1.3%
Fortive FTV $64→$64 +1.2%
FactSet FDS $251→$254 +1.2%
通用电气 GE $358→$363 +1.2%
American Water Works AWK $136→$137 +1.1%
CF Industries CF $125→$124 -1.1%
Consolidated Edison ED $-0→$-0
DuPont DD $1→$1
Hasbro HAS $1→$1
星巴克 SBUX $0→$0
Veeva Systems VEEV $1→$1
Rocket Lab RKLB $1→$1
2026-07-02
买入 27 条
ADBE 奥多比 上调 HSBC 持有→买入 $282→$308
PLTR 帕兰提尔 上调 DA Davidson 中性→买入 $165→$175
维持 / 重申 25 条
ATO Atmos Energy Argus Research 买入 $190→$185
CAH Cardinal Health B of A Securities 买入 $240→$260
CTVA Corteva Mizuho 跑赢大盘 $94→$96
DAL Delta Air Lines BMO Capital 跑赢大盘 $80→$105
DAL Delta Air Lines Goldman Sachs 买入 $80→$116
DD DuPont Citigroup 买入 $168→$170
DDOG Datadog Benchmark 买入 $260→$330
DOW Dow Inc. Alembic Global 增持 $50→$45
EFX Equifax Mizuho 跑赢大盘 $222→$210
ELV Elevance Health Bernstein 跑赢大盘 $424→$482
EOG EOG Resources Jefferies 买入 $170→$175
EQT EQT Corporation Jefferies 买入 $77→$75
GE 通用电气 Jefferies 买入 $365→$455
HOOD Robinhood Markets BTIG 买入 $125
HOOD Robinhood Markets Mizuho 跑赢大盘 $115→$130
KR Kroger Guggenheim 买入 $71
LUV Southwest Airlines BMO Capital 跑赢大盘 $45→$58
LYB LyondellBasell Alembic Global 增持 $95→$83
STZ Constellation Brands BMO Capital 跑赢大盘 $190
TDG TransDigm Group BMO Capital 跑赢大盘 $1450→$1525
TTWO Take-Two Interactive BTIG 买入 $293
UAL United Airlines Holdings BMO Capital 跑赢大盘 $130→$158
UAL United Airlines Holdings Goldman Sachs 买入 $131→$162
WST West Pharmaceutical Services Keybanc 增持 $350→$390
XYZ Block, Inc. Baird 跑赢大盘 $90→$100
持有 / 中性 18 条
维持 / 重申 18 条
CMCSA Comcast Goldman Sachs 中性 $29→$26
FDS FactSet BMO Capital 与大盘一致 $257→$275
FDS FactSet Deutsche Bank 持有 $275→$280
FDS FactSet Evercore ISI Group 符合预期 $265→$275
FDS FactSet Jefferies 持有 $225→$253
GIS General Mills B of A Securities 中性 $36→$39
GIS General Mills BNP Paribas 中性 $37→$38
GIS General Mills Deutsche Bank 持有 $32→$33
GIS General Mills Freedom Broker 持有 $70→$42
GIS General Mills Jefferies 持有 $33→$36
GNRC Generac Citigroup 中性 $263→$300
PEP 百事可乐 Barclays 中性 $158→$144
STZ Constellation Brands Barclays 中性 $170→$139
STZ Constellation Brands Deutsche Bank 持有 $155→$150
STZ Constellation Brands JP Morgan 中性 $169→$165
TSLA 特斯拉 Freedom Broker 持有 $400→$420
TSN Tyson Foods B of A Securities 中性 $70→$68
TSN Tyson Foods Bernstein 与大盘一致 $72→$63
卖出 5 条
维持 / 重申 5 条
CHTR Charter Communications Goldman Sachs 卖出 $185→$125
FDS FactSet B of A Securities 跑输大盘 $205→$210
GIS General Mills JP Morgan 减持 $31→$35
LUV Southwest Airlines Goldman Sachs 卖出 $30→$35
STZ Constellation Brands B of A Securities 跑输大盘 $152→$145
2026-07-01
买入 38 条
ABT Abbott Laboratories 首次覆盖 Baird 跑赢大盘 $121
CRM 赛富时 上调 Guggenheim 中性→买入 $228
FDXF FedEx Freight 首次覆盖 Goldman Sachs 买入 $186
LMT Lockheed Martin 上调 Citigroup 中性→买入 $571→$582
NOW ServiceNow 上调 Guggenheim 中性→买入 $125
ODFL Old Dominion 上调 Evercore ISI Group 符合预期→跑赢大盘 $219→$237
维持 / 重申 32 条
APD Air Products Bernstein 跑赢大盘 $344
ARE Alexandria Real Estate Equities Evercore ISI Group 跑赢大盘 $58→$60
CHRW C.H. Robinson Evercore ISI Group 跑赢大盘 $222→$224
CHTR Charter Communications B of A Securities 买入 $250→$200
DAL Delta Air Lines B of A Securities 买入 $93→$100
GE 通用电气 Citigroup 买入 $353→$431
HII Huntington Ingalls Industries Citigroup 买入 $405→$349
HWM Howmet Aerospace Citigroup 买入 $303→$311
IQV IQVIA Baird 跑赢大盘 $230→$249
IRM Iron Mountain Barclays 增持 $127→$143
JBHT J.B. Hunt Evercore ISI Group 跑赢大盘 $248→$302
LDOS Leidos Citigroup 买入 $178→$138
MSTR MicroStrategy BTIG 买入 $350→$250
MSTR MicroStrategy Citigroup 买入 $260→$136
NKE 耐克 BTIG 买入 $55
NKE 耐克 Baird 跑赢大盘 $70
NKE 耐克 Barclays 增持 $67→$52
NKE 耐克 Bernstein 跑赢大盘 $80→$72
NKE 耐克 Guggenheim 买入 $74→$60
NKE 耐克 Jefferies 买入 $90→$75
NOC Northrop Grumman Citigroup 买入 $628→$587
PEP 百事可乐 JP Morgan 增持 $178→$170
PLD Prologis BTIG 买入 $160→$170
SLB Schlumberger Citigroup 买入 $68→$63
SNDK Sandisk B of A Securities 买入 $2100→$2500
STX Seagate Technology B of A Securities 买入 $1000→$1150
UAL United Airlines Holdings B of A Securities 买入 $145→$150
UAL United Airlines Holdings Bernstein 跑赢大盘 $136→$153
VLO Valero Energy Barclays 增持 $261→$279
VTR Ventas Evercore ISI Group 跑赢大盘 $95→$96
WDC Western Digital B of A Securities 买入 $610→$732
WMB Williams Companies JP Morgan 增持 $88→$89
持有 / 中性 10 条
维持 / 重申 10 条
BRO Brown & Brown Goldman Sachs 中性 $62→$70
CEG Constellation Energy Citigroup 中性 $348→$297
DLR Digital Realty Barclays 中性 $189→$197
EQIX Equinix Barclays 中性 $1109→$1130
LDOS Leidos Jefferies 持有 $140→$110
NKE 耐克 B of A Securities 中性 $55→$47
NKE 耐克 Citigroup 中性 $47→$45
PNW Pinnacle West Capital Barclays 中性 $102→$108
TDY Teledyne Technologies Citigroup 中性 $677→$680
ZTS Zoetis Barclays 中性 $136→$85
卖出 2 条
维持 / 重申 2 条
LUV Southwest Airlines B of A Securities 跑输大盘 $40→$45
NKE 耐克 BNP Paribas 跑输大盘 $23