Barclays Americas Morning Research Summary

Research evidence excerpt

Barclays Americas Morning Research Summary

Equity Research

14 July 2026

Americas Morning Research Summary

Summary of Changes

Rating Price Target EPS FY1 (E) EPS FY2 (E)

Rating Changes Old New Old New Old New Old New

Avalonbay Communities AVB OW EW 203.00 205.00 11.31 11.31 11.76 11.73

Equity Lifestyle Properties ELS OW EW 68.00 68.00 3.17 3.17 3.32 3.32

Equity Residential EQR OW EW 76.00 76.00 4.08 4.09 4.18 4.17

Independence Realty Trust IRT EW OW 19.00 20.00 1.16 1.16 1.19 1.19

Taylor Morrison Home Corp. TMHC OW EW 69.00 73.00 5.66 5.66 6.90 6.90

Target Price Changes

Advanced Drainage Systems Inc. WMS OW OW 181.00 191.00 6.28 6.33 7.42 7.48

Alsea SAB de CV ALSEA.MX OW OW 68.00 63.00 2.69 2.23 3.49 3.11

American Homes 4 Rent AMH EW EW 32.00 36.00 1.93 1.93 2.03 2.04

Atmos Energy ATO EW EW 184.00 183.00 8.33 8.44 8.90 9.08

Baidu, Inc. BIDU EW EW 128.00 124.00 43.96 43.57 42.65 38.91

Becle SAB de CV CUERVO.MX EW EW 17.00 16.00 1.02 0.95 1.35 1.17

BeOne Medicines ONC OW OW 409.00 403.00 5.77 5.86 11.37 9.70

Camden Property Trust CPT EW EW 116.00 122.00 6.77 6.76 6.95 6.94

Champion Homes, Inc. SKY OW OW 94.00 102.00 3.62 3.62 4.33 4.36

CMS Energy Corporation CMS OW OW 79.00 81.00 3.89 3.89 4.16 4.16

Compass Inc. COMP OW OW 12.00 15.00 0.05 0.05 0.07 0.07

D.R. Horton Inc. DHI EW EW 140.00 141.00 10.50 10.48 11.38 11.37

Edison International EIX OW OW 77.00 78.00 6.12 6.13 6.54 6.52

This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all publications is available on

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