BofA Securities analyst reiterated Buy rating on ASML Holding N.V. with a raised price target, reflecting higher confidence in demand for EUV tools and higher gross margin. ASML remains top pick in EU Semicaps due to its irreplicable role in AI infrastructure buildout.
Bank of America analyst Christopher Nardone has upgraded Skechers USA to Buy, raising the price target from $71 to $87. Nardone cites an improving wholesale environment, solid footwear trends, and conservative 2H sales guidance.