 ## Desynchronization: Analysts Raise Targets, but the Market Sells Morning review of insider movements and analyst upgrades for May 7. Case of the day — Venture Global (VG) Two major investment firms — Scotiabank and RBC Capital — raised the price target for Venture Global shares. However, today the price fell by 7.8% (from $13.02 to $12.00) with a volume of 18.9 million — almost twice the average. The upgrade was on April 16, and the drop is now. Possible reasons: — Fresh news in the LNG sector that we haven't seen in the feed yet — A large player taking profits after a rally — Emotional reaction to a macro factor If the fundamentals haven't changed — the current drawdown could be an entry point. Other movements: • ON Semiconductor (ON) — expanded partnership with Geely, B. Riley upgraded to Buy • MasTec (MTZ) — Clear Street raised target from $390 to $440, Buy • Comfort Systems (FIX) — Stifel reaffirmed Buy after Q1 Insider: Jinxin Technology (NAMI) — CFO sold 1,000 shares at $0.39, the amount is symbolic ($394), stake unchanged. Not an investment recommendation. Conduct your own analysis.