“We believe that in order for the stock to appreciate further, consensus estimates for 2024-2025 will need to be revised higher, as we believe a lot is already priced in at these valuation level.”

 “ASML is an 'R&D powerhouse' and 'high-quality business' that looks attractive on a growth-adjusted basis compared to peers.”

 “Intuitive continues to maintain its robotic surgery leadership position and the approval of Da Vinci 5 solidifies that this will not change anytime soon... We anticipate Da Vinci Xi demand will hold strong in the interim as customers await the commercial launch of da Vinci 5, benefiting from improving utilization and procedure volume trends in the near-term.”

 “We recommend investors buy on weakness, taking advantage of the weaker non-Data Center businesses to gain exposure to an accelerating AI-levered portfolio.”

 “Piper Sandler analysts increased its price target to $100 from $70 and reiterated their Overweight rating.”