Americas Morning Research Summary

Barclays morning summary highlights an initiation of Yesway Inc. at Overweight and significant price target increases for tech leaders like CrowdStrike. The report also warns of fragile systematic market positioning reminiscent of the 2022 inflation scare.

Key Takeaways

• 1.Barclays initiated coverage of Yesway Inc. (YSWY) with an Overweight rating and a $31 price target, highlighting it as an attractive growth story.
• 2.Price targets were significantly raised for CrowdStrike ($650), Viatris ($22), and Veeco Instruments ($55) following various model updates and earnings reviews.
• 3.U.S. bank credit remains benign with April card results showing lower delinquency (DQ) and net charge-off (NCO) rates year-over-year.

Table of Contents

• Summary of Changes
• Publications Summary
• Consumer
• Energy
• Financial Services
• Healthcare
• Industrials
• Internet & Media
• Power & Utilities
• Retail
• Technology
• Telecommunications
• Equity Strategy
• Explanation of Summary of Changes table
• Analyst(s) Certification(s)
• Important Disclosures

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