Barclays
May 15, 2026
European Morning Research Summary
Daily UpdateEquitiesMacro Economic IndicatorsConsumer StaplesInformation Technology
A comprehensive daily summary of Barclays' equity research covering European markets, including rating changes, earnings beats, and thematic trends in AI and healthcare.
Key Takeaways
- 1.Extensive price target and estimate revisions across European equities following Q1 2026 results and Capital Markets Days (CMDs).
- 2.Danone is identified as a beneficiary of the GLP-1 weight-loss medication trend due to its focus on gut health for weight maintenance.
- 3.The market is underestimating the AI data center cooling opportunity, particularly for companies like Belimo.
Table of Contents
- Summary of Changes
- Company Research
- Industry Research
- Thematic Investing
- Publications Summary
- Basic Industries
- Consumer
- Energy
- Equity Investment Companies
- Financial Services
- Healthcare
- Industrials
- Internet & Media
- Power & Utilities
- Retail
- Technology
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Authors
Anil ShenoyWarren Ackerman
Securities
NG.LSAPG.DELISN.SIII.L
Themes
AI Infrastructure and CoolingGLP-1 and Consumer Health
Regions
EuropeAsia PacificUnited KingdomUnited Arab EmiratesGermany