Quick Read – Tepper sold Delta near $67, a stock that now trades at $91, while Alphabet climbed 20% after Druckenmiller zeroed out his position. – Alphabet still trades below its $433 analyst target; Delta and Southwest Gas are now at or above consensus, leaving little room for…
ror. – 13F filings are filed 45 days late and reveal what was sold but not why. These exits likely reflect portfolio sizing rather than a bearish business view. – Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Google didn’t make the cut
Grab the names FREE today. The smart money exited, but Wall Street did not follow. Three legendary investors—Stanley Druckenmiller, David Tepper, and Carl Icahn—unloaded positions in Alphabet (NASDAQ: GOOGL), Delta Air Lines (NYSE: DAL), and Southwest Gas (NYSE: SWX) as of Q1 2026 13F disclosures, yet sell-side consensus on all three remains firmly bullish, and the stocks have continued higher since the exit quarter closed.
The Data Behind the Disconnect Let’s start with the analyst view. Alphabet has a consensus target price of $432.83, while Delta’s mean target is $82.97. The target for Southwest Gas is $99.25, and sell-side coverage on all three skews decisively bullish.