Barclays
May 14, 2026
Americas Morning Research Summary
Daily UpdateEquitiesDerivativesEnergyHealth Care
This report summarizes Barclays' latest equity research updates for the Americas, featuring earnings recaps, rating changes, and price target revisions for May 14, 2026.
Key Takeaways
- 1.Significant price target and estimate revisions have been made for a broad range of equities including Alibaba (BABA), Carvana (CVNA), and Wix.com (WIX) following Q1 2026 results.
- 2.Cloud growth and Agentic AI monetization are emerging as primary drivers for Chinese technology giants, particularly Alibaba.
- 3.The deepwater outlook remains constructive with 'energy security back in vogue,' leading to strong results for offshore drillers like Seadrill.
Table of Contents
- Summary of Changes
- Consumer
- U.S. Food
- Americas Agribusiness
- Energy
- U.S. Energy Services & Technology
- Financial Services
- Healthcare
- Industrials
- Internet & Media
- Power & Utilities
- Retail
- Technology
- Derivatives
Document Preview
Access the Full Report
Get unlimited access to institutional research reports with a 14-day free trial.
Authors
Jiong ShaoAndrew Lazar
Securities
BABASDRLCVNAHOOD
Themes
Agentic AI MonetizationEnergy SecurityInflation Moderation
Regions
North AmericaAsia PacificUnited StatesChinaCanada