Citi places Alphabet on a 90‑day upside catalyst watch, citing upcoming product events and strong ad fundamentals, expecting revenue beat.
UBS lifts Tesla rating to Neutral from Sell, keeps the $352 target, noting a 21% share decline, flat 2026 deliveries and high volatility.
Needham urges buying Netflix after a ~10% post‑earnings dip, highlighting mobile engagement, AI features and fan‑community strategy as growth drivers.
UBS and Deutsche Bank raise ASML price target to €1,600, citing 2026 revenue growth guidance of 10‑22% and low‑NA EUV capacity expansion.