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ASML Remains Top Pick In EU Semicaps, Analyst Highlights Key Role In AI Infrastructure And Multiple Expansion

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.

ASML

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Lululemon Poised For Global And Men’s Market Expansion, Analysts Adjust Forecasts Following Strong Q1 Results

Lululemon Athletica beat first-quarter expectations, leading to positive analyst reactions. BofA Securities raised the price target to $440, highlighting strong sales growth and robust international performance. Wedbush noted potential for domestic improvement through innovation. J.P. Morgan emphasized LULU's international growth and e-commerce expansion. Telsey Advisory Group acknowledged improved inventory and innovation as key to overcoming domestic challenges.

LULU