Core Viewpoint - Morgan Stanley initiated coverage of Agilent Technologies with an Overweight rating and a $180 price target, highlighting the company's strategic initiatives and "Ignite" transformation program aimed at accelerating growth in key analytical and diagnostics markets [1] Group 1: Strategic Initiatives - Agilent's platform technologies, workflow automation, and services are increasingly aligned with customer needs in analytical labs, especially as tighter budgets and labor shortages drive demand for efficiency solutions [2] - The company's leadership in gas chromatography and spectroscopy, along with expanding opportunities in battery materials, semiconductors, and PFAS regulatory compliance, is expected to support long-term growth [2] Group 2: Revenue Generation - Agilent's CrossLab Group, which generated approximately 42% of FY24 revenue, is considered an underappreciated asset that enhances customer retention and recurring revenue [3] - The increased focus on biopharma and diagnostics, including the acquisition of BIOVECTRA and the expansion of the Dako Omnis pathology platform, presents additional growth opportunities as the sector continues to recover [3]

Core Viewpoint - Morgan Stanley initiated coverage of Waters Corp. with an Equalweight rating and a $423 price target, highlighting the company's strong operational performance but noting near-term uncertainties due to its latest acquisition [1] Company Performance - Waters Corp. has effectively executed its transformation priorities over the past five years, enhancing commercial capabilities and expanding into higher-growth areas [2] - Large molecule chemistry now accounts for 50% of bioseparation revenues, with ongoing advancements in LC-MS for clinical diagnostics and battery testing, both identified as high-single-digit growth drivers [2] Acquisition and Integration Risks - The planned acquisition of Becton Dickinson's Biosciences and Diagnostics businesses introduces integration risks due to the size and complexity of the assets, which are significantly larger and more diverse than previous acquisitions [3] - Successful integration will depend on Waters' ability to apply its disciplined operating model while managing the capital-spending pressures and recovery timelines of the acquired units [3] Near-term Outlook - Despite a favorable view of Waters' core business, the integration challenges associated with the acquisition limit near-term visibility, justifying the Equalweight stance [4]

Analyst's Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in EXPE over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking ...

Presentation So as a research analyst, I'm required to provide certain disclosures relating to the nature of my own relationship and that of UBS with any company on which I express a view at this meeting today, obviously, Intapp. These disclosures are available at www.ubs.com/disclosures. Alternatively, please reach out to me, and I can provide them to you after this meeting. Kevin McVeigh Great. Thank you all in attendance here and for everyone on the webcast. This is truly one of my most favorite fireside ...

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[music] [music] That is the closing bell on Wall Street. And [music] now it's market domination overtime. Giving you full coverage of all the moves to get you up to speed on the action from today's trade and Yahoo Finance's Jared Blickery joins us now with the latest market action. Jared, >> thank you Josh. We're looking at gains across the majors plus a Russell 2000. not big ones, but I think investors will take it after what we was not the greatest start to the month yesterday and call it turnaround Tuesd ...

PresentationOkay. We're going to get started. Thanks. Hey, everybody. Amit Mehrotra here. I lead the multi-industry franchise at UBS. Super happy to have Diebold Nixdorf here. Last year, I did this fireside chat. I was telling him earlier, stock was in the early 40s, young 40s, now it's in the young 60s. So we're going to set a pattern here, hopefully, and every year.Okay, 65. Sorry. So maybe by the end of this fireside chat, it will be 67, let's see. Octavio Marquez, the CEO; Tom Timko, the CFO. Thank you ...

Question-and-Answer SessionKarl KeirsteadUBS Investment Bank, Research Division So David, maybe we'll start. Like there were -- there are a number of things about your recent quarter that were really strong. Your core did better. Your AI native breadth widened out a little bit. You renewed that big contract. So a lot of good things to talk about. So let's take those in order. So I think one of the things that stood out to me was the strength in the core. So exiting out all the AI natives, the core accelera ...