Barclays
May 12, 2026
Americas Morning Research Summary
Daily UpdateEquitiesDerivativesMacro Economic IndicatorsConsumer StaplesEnergy
A comprehensive morning summary of Barclays' Americas equity research, highlighting a 'risk-on' shift in US markets and key rating changes including an upgrade for LVMH.
Key Takeaways
- 1.LVMH has been upgraded to Overweight from Equal Weight with a price target of EUR 600.
- 2.Risk-on sentiment has returned to the US market following a strong earnings season, leading to a positive outlook on Growth and Momentum factors.
- 3.Walmart is seeing accelerated market share gains in grocery, while Target has inflected positively, contrasting with a sharp decline in conventional grocers.
Table of Contents
- Consumer
- Energy
- Financial Services
- Healthcare
- Industrials
- Internet & Media
- Power & Utilities
- Retail
- Technology
- Equity Strategy
- Derivatives
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Authors
Andrew LazarVenu Krishna
Securities
LVMH.PABETGTWMT
Themes
Risk-on Factor RotationRetail Grocery Market Share ShiftsAI and Cybersecurity Pipelines
Regions
North AmericaEuropeAsia PacificUnited StatesChinaCanada