Sector rotation brief
Price target moves

B of A Raises COST Target as Utilities Sector Sees Mixed PT Revisions

B of A Securities increased the price target for COST to 1200 from 1185 on May 29. As of May 30, 2026, analyst activity reflects a flurry of adjustments across the consumer staples and utilities sectors.

Revisions this week

Upward adjustments included COST (B of A: 1185→1200; Truist: 977→1011), AMZN (Truist: 310→320), GOOGL (Truist: 415→430), D (Jefferies: 65→76), CRM (B. Riley: 205→240), CTVA (Morgan Stanley: 84→95), and ECL (UBS: 293→325).

Conversely, downward revisions were recorded for SO (Truist: 103→100), EXC (Truist: 50→49), ETR (Truist: 123→127), D (Truist: 67→66), DG (Oppenheimer: 170→150), and CRM (Citigroup: 188→187; Canaccord: 250→225; Bernstein: 194→173).

Ticker Firm Dir Prior→Cur
COST B of A Up 1185→1200
D Jefferies Up 65→76
DG Oppenheimer Down 170→150
CRM Bernstein Down 194→173

What to notice

While B. Riley lifted its target for CRM to 240, three other firms lowered theirs, highlighting a wide dispersion in outlook. Additionally, D received a notable upward revision from Jefferies, even as Truist lowered its own target for the same ticker. Track these price target moves to

Figures reflect our data build as of May 30, 2026. Not investment advice.

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B of A Raises COST Target as Utilities Sector Sees Mixed PT Revisions | Sector rotation brief