Sector rotation brief
Price target moves

COST Leads Upgrades as CRM Sees Mixed Revisions in Latest Data

Upgrades narrowly outpaced downgrades over the past seven days, according to data as of May 31, 2026. While eight firms boosted their price targets for names like COST, AMZN, and GOOGL, a cluster of downward revisions hit the Utilities and IT sectors.

Firm-level moves

The week featured significant activity for CRM, which received one upgrade from B. Riley Securities (205 to 240) but faced three separate downward revisions from Citigroup, Canaccord Genuity, and Bernstein. These conflicting views keep the consensus mean target for CRM anchored at a 34.5% implied upside. Elsewhere, COST saw two upward adjustments, with B of A Securities moving to 1200 and Truist Securities to 1011.

Ticker Firm Dir Prior → Current
COST B of A Up 1185 → 1200
CRM B. Riley Up 205 → 240
ECL UBS Up 293 → 325
DG Oppenheimer Down 170 → 150

Context

Utilities faced concentrated pressure as Truist Securities lowered targets for SO, EXC, ETR, and D. Notably, D received a conflicting upgrade from Jefferies, highlighting a wide valuation gap for the ticker. Track all recent price target changes to monitor how these shifting firm perspectives impact sector-wide consensus.

Figures reflect our data build as of May 31, 2026. Not investment advice.

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COST Leads Upgrades as CRM Sees Mixed Revisions in Latest Data | Sector rotation brief