WS #15731
Analyst sentiment is turning defensive, with Goldman Sachs maintaining Sell ratings on Tronox and Louisiana-Pacific, citing weak pricing power in cyclical materials. Bernstein also lowered its price target for Boeing, reflecting ongoing supply chain and demand headwinds. In the EV sector, Lucid's expansion in France introduces new competition for Tesla in the luxury segment, though Tesla's broader market dominance remains intact. These moves reflect a broader caution among institutional investors regarding cyclical exposure.
Corporate Downgrades & Earnings
Analyst sentiment is turning defensive, with Goldman Sachs maintaining Sell ratings on Tronox and Louisiana-Pacific, citing weak pricing power in cyclical materials. Bernstein also lowered its price target for Boeing, reflecting ongoing supply chain and demand headwinds. In the EV sector, Lucid's expansion in France introduces new competition for Tesla in the luxury segment, though Tesla's broader market dominance remains intact. These moves reflect a broader caution among institutional investors regarding cyclical exposure.