US Daily Brief "Today's Research – June 10, 2026" Parkhill

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US Daily Brief "Today's Research – June 10, 2026" Parkhill

Global Research

10 June 2026ab

US Daily Brief Equities

AmericasToday's Research – June 10, 2026

Joseph Parkhill

Product Manager

Nike Inc (NKE, Neutral, $50 from $54) - UBS Evidence Lab inside: 4Q Preview: We See joseph.parkhill@ubs.com

+1-212-713 3716

a Slightly Negative Upside/Downside Skew (Jay Sole)

We believe Nike's 30x P/E could move on a potentially weak 1Q guide, but this is not a Peter Lennox-King

high conviction view. Please see UBS Evidence Lab data inside Product Manager

peter.lennox-king@ubs.com

+1-212-713 3215

BorgWarner, Inc (BWA, Upgrade to Buy from Neutral, $95 from $61) - Powering

Ryan BellUp; Upgrade to Buy, $95 PT (Joseph Spak)

New TAMs --> Better Growth --> Multiple Expansion ryan-b.bell@ubs.com

+1-212-713 1233

Cava Group Inc (CAVA, Upgrade to Buy from Neutral, $90 from $85) - Upgrade to

Buy: A Growth Oasis In Difficult Environment (Dennis Geiger)

We're upgrading shares of CAVA to Buy, supported by sss outperformance in a tough

backdrop & confidence in the sustainability of traffic & store growth momentum

Top Picks - US Technology, Media & Telecom: Our Current Highest-Conviction Calls

(Timothy Arcuri)

Explore our current highest-conviction calls from across 13 TMT sectors

Credit & Decision Making Software - UBS Credit Landscape Symposium:

VantageScore Takeaways (Kevin McVeigh)

We hosted VantageScore at our inaugural UBS Virtual Credit Landscape Symposium

with investors focused on VantageScore 4.0 adoption + usage; we offer key takes

Credit & Decision Making Software - UBS Credit Landscape Symposium Takeaways

from FICO (Kevin McVeigh)

We hosted FICO at our inaugural Virtual Credit Landscape Symposium. Investors

focused on capital allocation, Direct License, regulation as we offer key takes