Dominion, LUNR, CrowdStrike, AMT, GEV Trending With Analysts

Analysts are intrested in these 5 stocks: ( (D) ), ( (LUNR) ), ( (CRWD) ), ( (AMT) ) and ( (GEV) ). Here is a breakdown of their recent ratings and the rationale behind them.

Dominion Energy is back in the analyst spotlight as a potential turnaround story, but it’s not without significant political and project risk. Shelby Tucker has initiated coverage with a Hold rating and a $65 price target, arguing that if Dominion can execute its strategy, the stock could benefit from a “reversion to the mean” in valuation. The big swing factor is Virginia’s booming electricity demand, especially from data centers, which is forcing substantial investment in new generation and grid infrastructure. Analysts see this as largely non‑discretionary spending that can drive a growing regulated rate base and more predictable earnings. However, the Trump administration’s policy shift against offshore wind is turning Dominion’s flagship Coastal Virginia Offshore Wind project from a growth engine into a major uncertainty, raising both execution and regulatory risks. Additional concern stems from the possibility that Dominion’s specialized offshore wind vessel, Charybdis, ends up underutilized if U.S. offshore wind stalls. On the positive side, Dominion’s long-term contract for the Millstone nuclear plant underpins cash flow and offers upside if policy support for nuclear strengthens, but the overall call remains cautious, with political risk keeping investors on the sidelines.

Intuitive Machines, one of the market’s more speculative plays on the new space economy, has just seen sentiment cool despite being at the center of NASA’s next big lunar push. Analyst Jonathan Siegmann (CFA) has cut the stock from Buy to Hold, even while lifting the price target to $20 as space-related names have rallied. The key issue is the looming decision on NASA’s Lunar Terrain Vehicle (LTV) contract. Intuitive Machines is still viewed as the front‑runner technically, but the political environment in Washington under the new “America First” space policy is highly unpredictable. Siegmann points to a recent parallel in which Parsons, widely seen as the favorite for an FAA contract, lost out to Peraton amid behind‑the‑scenes factors that the market did not fully appreciate. The concern is that intense lobbying and political considerations from rivals could upend expectations, and if Intuitive Machines loses the LTV competition, the stock could sell off sharply, potentially by more than 20%. Adding to the unease, the CEO has recently sold roughly $40 million of stock under a pre‑planned program, signaling to some investors that the shares may no longer look deeply undervalued. Siegmann’s updated model still assumes an LTV win and reflects upside from the Lanteris deal, but with the stock trading above the prior target and risk/reward now seen as more balanced, the recommendation has shifted to watching rather than aggressively buying.

CrowdStrike Holdings is once again gaining favor on Wall Street as a high‑quality way to play long‑term cybersecurity growth and the shift toward platform consolidation. Analyst Rahul Chopra has upgraded the stock to Buy from Hold with a reaffirmed $600 price target, calling the recent share-price pullback a compelling entry point. While broader platform cyber names have underperformed niche peers in recent months, CrowdStrike stands out for its unified architecture, strong three‑year revenue growth outlook around 20%, and solid non‑GAAP operating margins in the low‑20% range. Ironically, the latest 10% slide in the stock has come without earnings downgrades, leaving valuation at about 20x forward sales, which Chopra views as fair for a scalable, profitable SaaS leader. The upgrade also hinges on the company’s strategic move into identity security: CrowdStrike is acquiring SGNL for roughly $740 million to extend its Falcon Identity capabilities into the fast‑emerging world of non‑human identities—software agents, bots, and AI systems that will vastly outnumber human users. Although SGNL is early-stage and the deal looks expensive on near‑term metrics, the analyst believes the long‑term revenue opportunity is significant as governance of these digital identities becomes mission‑critical for enterprises. With the market now pricing in only low double‑digit organic growth versus the roughly 15% medium‑term potential that CrowdStrike could deliver, Chopra sees about 25% upside to his DCF‑based target and believes investors are being paid to own one of the sector’s structural winners.

American Tower, long a favorite among income and infrastructure investors, is facing a more skeptical view as concerns mount over its exposure to DISH Network. Analyst Ari Klein has downgraded the stock to Market Perform (equivalent to Hold) from Outperform, pairing the call with a $185 target price as part of a broader 2026 REIT sector outlook. While American Tower shares have already been under pressure—falling more than 16% since late August even as the S&P 500 rose—the analyst expects the DISH “overhang” to persist and limit near‑term upside. DISH accounts for about 4% of American Tower’s U.S. property revenue and roughly 2% of total property revenue, but more importantly it has been a key driver of new lease growth, contributing an estimated 20–25% of new leasing activity. With DISH selling spectrum and facing questions about its ability or willingness to keep paying tower leases, Klein has taken the conservative step of removing DISH contributions from his model. He acknowledges that American Tower appears to have a strong legal position, similar to peers Crown Castle and SBA Communications, yet sees little chance of a quick resolution and few offsetting catalysts to rekindle optimism. Until there is clarity on how much of the $1.6 billion net present value of its DISH pipeline can be realized—or written off—Klein recommends investors adopt a wait‑and‑see stance rather than betting on a rebound.

GE Vernova, the recently listed power and energy equipment giant, has enjoyed a remarkable run but now faces growing questions about how long its premium valuation can hold in the face of potential overcapacity. Analyst Ben Kallo has cut the stock from Outperform to Neutral (Hold) and trimmed his price target to $649 from $816, citing rising concerns that new entrants and capacity additions across the power equipment industry could erode pricing power over time. GE Vernova already expects to ramp up to around 20 gigawatts of annual heavy‑duty turbine capacity plus an additional ~2 gigawatts of aero units by mid‑2026. When combined with key competitors like Siemens and Mitsubishi Heavy Industries, Kallo estimates the “big three” could collectively offer nearly 60 gigawatts of annual heavy‑duty capacity. While he still believes the near‑term market remains tight and that GE Vernova can meet or even beat forecasts through 2028 thanks to margin strength and a robust services business, he warns that investor sentiment may shift as fears of oversupply spread. The stock has already surged 99% in 2025, vastly outpacing the S&P 500, and now trades around 30 times 2026 consensus EBITDA—a rich multiple even for a category leader with a strong backlog, balance sheet, and M&A optionality. Kallo maintains a long‑term positive view on the company as a core holding in power and electrification, but expects some multiple compression until the supply/demand picture becomes clearer, making a neutral stance more appropriate in the near term.