US Daily Brief: Today‘s Research – June 16, 2026

研报英文原文证据摘录

US Daily Brief: Today‘s Research – June 16, 2026

Global Research

16 June 2026ab

US Daily Brief Equities

AmericasToday's Research – June 16 , 2026

Joseph Parkhill

Product Manager

Palantir Technologies Inc (PLTR, Buy, $200) - Meeting With Palantir and its joseph.parkhill@ubs.com

+1-212-713 3716

Customers (Karl Keirstead)

Post our PLTR meeting and customer checks, we're even more constructive on the stock Peter Lennox-King

at a sub-50x 2027 FCF multiple. Product Manager

peter.lennox-king@ubs.com

+1-212-713 3215

Linde PLC (LIN, Buy, $600) - Revised space launch scenario impacts (Joshua Spector)

Ryan BellSince we have been getting more questions about space and the impact on industrial

gases, we are refreshing our space launch model as it relates to Linde. We present an ryan-b.bell@ubs.com

updated base case scenario, but there still remain a number of unknowns and a wide +1-212-713 1233

range of scenarios.

Dynatrace Holdings LLC (DT, Buy from Neutral, $60 from $36) - Accelerating

Growth Outlook + Emerging AI Tailwinds - Assume Coverage at Buy (Radi Sultan)

We assume coverage of Dynatrace at a Buy after speaking with 10+ checks as we believe

revenue + ARR growth can accelerate over the next several years

Global Equity Strategy - Changes on Middle East settlement (Andrew Garthwaite)

We highlighted our views on the implications of the current settlement indeed being the

end of the Middle East conflict in our weekly Core Convictions. In this note, we flesh out

those conclusions

Global Strategy - Quantamental Signal Ideas - Top & Bottom Ranked Stocks (Nicolas Le

Roux)

New lists of stocks picked up by our quantamental model. We share what our

(fundamental) analysts think about them

Figure 1: US INITIATIONS, ASSUMPTIONS, RATINGS & PT CHANGES

INITIATION None