Barclays
June 4, 2026
Americas Morning Research Summary
Market ReportEquitiesCommoditiesDerivativesInformation TechnologyConsumer Discretionary
A comprehensive daily summary of Barclays' equity research for the Americas, featuring rating upgrades for Rosebank Industries and price target increases for ASML, CrowdStrike, and Alphabet.
Key Takeaways
- 1.Rosebank Industries PLC (ROSE.L) has been reinstated with an Overweight rating and a price target of GBP 4.75, cited as a compelling 'self-help' story in UK/Euro Cap Goods.
- 2.Multiple major technology and software companies saw upward price target adjustments, including ASML (to EUR 1900) and CrowdStrike (to USD 675), reflecting continued demand in AI and cloud security.
- 3.The metals and mining sector is experiencing a rally, with analysts revisiting key calls and debating points as equities move 'back in the saddle'.
Table of Contents
- Summary of Changes
- Publications Summary
- Basic Industries
- Consumer
- Energy
- Financial Services
- Healthcare
- Industrials
- Internet & Media
- Power & Utilities
- Retail
- Technology
- Derivatives
- QPS Equity Research
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Authors
Richard GarchitorenaSaket KaliaLauren R. Lieberman
Securities
GOOGLASML.ASCRWDROSE.LODD
Themes
AI Transition and Infrastructure Build-outMacroeconomic Impact on Consumer Health
Regions
North AmericaAsia PacificEuropeUnited StatesChinaUnited Kingdom