Malaysia’s much better-than-expected growth last quarter has prompted a flurry of analyst upgrades to their forecasts for this year https://t.co/EkBsFAsko5 ...

Financial Performance - Elevance Health reported an adjusted EPS of $3.33 for Q4 2025, exceeding estimates of $3.10, but operating revenue was $49.31 billion, slightly below the estimated $49.81 billion, and medical membership was 45.23 million, short of the estimated 45.36 million [2] - Danaher Corporation achieved total sales of $6.84 billion in Q4 2025, surpassing the estimated $6.79 billion, with an adjusted EPS of $2.23, outperforming the $2.16 estimate [3] - ASML noted a normalization in sales to China, with expectations for China's sales share to decrease to approximately 20% in 2026 from 33% in 2025 due to export restrictions, despite recording record orders in Q4 2025 [5] Guidance and Outlook - Elevance Health's guidance for 2026 adjusted EPS is projected to be at least $25.50, which is below the analyst consensus of $26.99 [2] - Danaher's 2026 adjusted EPS guidance is set between $8.35 and $8.50, aligning with the analyst estimate of $8.46 [3] - ASML raised its 2026 revenue guidance driven by strong global demand for AI-related chips [5] Analyst Ratings and Market Sentiment - Morgan Stanley upgraded RTX to a top pick and raised its price target from $215 to $235, indicating increased analyst optimism regarding the company's future performance [4]