US Daily Brief: Today‘s Research – July 24, 2026

研报英文原文证据摘录

US Daily Brief: Today‘s Research – July 24, 2026

Global Research

24 July 2026ab

US Daily Brief Equities

AmericasToday's Research – July 24, 2026

Joseph Parkhill

Product Manager

Dycom Industries Inc (DY, Buy, $611) - How big could the data center fiber joseph.parkhill@ubs.com

+1-212-713 3716

interconnection opportunity be? (Steven Fisher)

Data center fiber interconnection could be a $1b+ business for Dycom opportunity by Peter Lennox-King

2029 (FY30). Product Manager

peter.lennox-king@ubs.com

+1-212-713 3215

United Rentals, Inc (URI, Buy, $1350 from $1300) - Reiterate Buy rating post strong

Ryan BellQ2 results (Steven Fisher)

Raising out price target on URI to $1,350 post 2Q results ryan-b.bell@ubs.com

+1-212-713 1233

Americas Sustainability - What Does it Cost to Pivot from ME Reliance? A Japan,

South Korea & Taiwan Case Study (Shneur Gershuni)

In the first of a series of notes, we investigate diversification away from the Gulf via a

dual strategy of rerouting LNG and accelerating renewables adoption

Tenet Healthcare Corp (THC, Buy, $288) - 2Q Results Beats Expectations, Full Year

Guidance Raised, Both Hospital and ASC Segments Outperform, Buyback Increased (AJ

Rice)

2Q26 Results Ahead of Expectations, Contrasting with Other Hospital Company Results

Andersen Group Inc (ANDG, Buy, $51) - Growth Story Amid Generational Wealth

Shift (Kevin McVeigh)

Meetings offered a business model poised to thrive and drive growth embracing AI,

M&A, + global expansion amid generational wealth transfer. Remain Buy + $51 PT

Deckers Outdoor Corp (DECK, Buy, $161) - Reiterate Buy Rating Post a Very Solid 1Q

Report (Jay Sole)

We believe the stock offers exceptional value at its current 0.9x PEG ratio. We believe

strong NTM Hoka growth will drive a rerating and see 67% PT upside