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Piper Sandler lowered its price target for Constellation Brands (STZ) to $135 from $155, citing risks from the increasing use of GLP-1 weight-loss drugs. This action highlights growing investor concern over the secondary economic impacts of these pharmaceuticals on consumer discretionary sectors.
An analysis of key S&P 500 stocks, including Constellation Brands (STZ), Intuitive Surgical (ISRG), and Quest Diagnostics (DGX), reveals significant performance divergence. While some consumer-facing companies show signs of revenue strain, healthcare technology firms are demonstrating robust, data-driven growth, reflecting broader economic and technological shifts.