http://new.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Thu, 15 Oct 2026 01:57:07 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://new.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/Intl+Ratings/JPMorgan+Starts+ACS+Actividades+de+Construccion+y+Servicios+SA+%28ACS%3ASM%29+%28ACSAY%29+at+Overweight/27188342.html <p>JPMorgan analyst Elodie Rall initiates coverage on ACS Actividades de Construccion y Servicios SA (ACS:SM) (OTC: ACSAY) with a Overweight rating and a price target of EUR127.00.</p><p>The analyst comments: “We initiate coverage of ACS with a €127 price target, implying 41% upside. Following a 36% share price decline from its May peak, largely driven by deteriorating sentiment towards data centres (~30% of 2026E revenues), we see a compelling entry point into a business whose growth prospects remain firmly intact. We believe the market is underestimating both the visibility and the longevity of ACS’s data centre growth, with its secured backlog http://www.streetinsider.com/Intl+Ratings/JPMorgan+Starts+ACS+Actividades+de+Construccion+y+Servicios+SA+%28ACS%3ASM%29+%28ACSAY%29+at+Overweight/27188342.html Thu, 15 Oct 2026 01:57:07 -0400 ACSAY http://www.streetinsider.com/New+Coverage/JPMorgan+Starts+ACS+Actividades+de+Construccion+y+Servicios+SA+%28ACS%3ASM%29+%28ACSAY%29+at+Overweight/27188342.html <p>JPMorgan analyst Elodie Rall initiates coverage on ACS Actividades de Construccion y Servicios SA (ACS:SM) (OTC: ACSAY) with a Overweight rating and a price target of EUR127.00.</p><p>The analyst comments: “We initiate coverage of ACS with a €127 price target, implying 41% upside. Following a 36% share price decline from its May peak, largely driven by deteriorating sentiment towards data centres (~30% of 2026E revenues), we see a compelling entry point into a business whose growth prospects remain firmly intact. We believe the market is underestimating both the visibility and the longevity of ACS’s data centre growth, with its secured backlog http://www.streetinsider.com/New+Coverage/JPMorgan+Starts+ACS+Actividades+de+Construccion+y+Servicios+SA+%28ACS%3ASM%29+%28ACSAY%29+at+Overweight/27188342.html Thu, 15 Oct 2026 01:57:07 -0400 ACSAY http://www.streetinsider.com/Analyst+Comments/JPMorgan+Starts+ACS+Actividades+de+Construccion+y+Servicios+SA+%28ACS%3ASM%29+%28ACSAY%29+at+Overweight/27188342.html <p>JPMorgan analyst Elodie Rall initiates coverage on ACS Actividades de Construccion y Servicios SA (ACS:SM) (OTC: ACSAY) with a Overweight rating and a price target of EUR127.00.</p><p>The analyst comments: “We initiate coverage of ACS with a €127 price target, implying 41% upside. Following a 36% share price decline from its May peak, largely driven by deteriorating sentiment towards data centres (~30% of 2026E revenues), we see a compelling entry point into a business whose growth prospects remain firmly intact. We believe the market is underestimating both the visibility and the longevity of ACS’s data centre growth, with its secured backlog http://www.streetinsider.com/Analyst+Comments/JPMorgan+Starts+ACS+Actividades+de+Construccion+y+Servicios+SA+%28ACS%3ASM%29+%28ACSAY%29+at+Overweight/27188342.html Thu, 15 Oct 2026 01:57:07 -0400 ACSAY http://www.streetinsider.com/Intl+Ratings/JPMorgan+Starts+ACS+Actividades+de+Construccion+y+Servicios+SA+%28ACS%3ASM%29+%28ACSAY%29+at+Overweight/27188342.html <p>JPMorgan analyst Elodie Rall initiates coverage on ACS Actividades de Construccion y Servicios SA (ACS:SM) (OTC: ACSAY) with a Overweight rating and a price target of EUR127.00.</p><p>The analyst comments: “We initiate coverage of ACS with a €127 price target, implying 41% upside. Following a 36% share price decline from its May peak, largely driven by deteriorating sentiment towards data centres (~30% of 2026E revenues), we see a compelling entry point into a business whose growth prospects remain firmly intact. We believe the market is underestimating both the visibility and the longevity of ACS’s data centre growth, with its secured backlog http://www.streetinsider.com/Intl+Ratings/JPMorgan+Starts+ACS+Actividades+de+Construccion+y+Servicios+SA+%28ACS%3ASM%29+%28ACSAY%29+at+Overweight/27188342.html Thu, 15 Oct 2026 01:57:07 -0400 ACSAY http://www.streetinsider.com/New+Coverage/JPMorgan+Starts+ACS+Actividades+de+Construccion+y+Servicios+SA+%28ACS%3ASM%29+%28ACSAY%29+at+Overweight/27188342.html <p>JPMorgan analyst Elodie Rall initiates coverage on ACS Actividades de Construccion y Servicios SA (ACS:SM) (OTC: ACSAY) with a Overweight rating and a price target of EUR127.00.</p><p>The analyst comments: “We initiate coverage of ACS with a €127 price target, implying 41% upside. Following a 36% share price decline from its May peak, largely driven by deteriorating sentiment towards data centres (~30% of 2026E revenues), we see a compelling entry point into a business whose growth prospects remain firmly intact. We believe the market is underestimating both the visibility and the longevity of ACS’s data centre growth, with its secured backlog http://www.streetinsider.com/New+Coverage/JPMorgan+Starts+ACS+Actividades+de+Construccion+y+Servicios+SA+%28ACS%3ASM%29+%28ACSAY%29+at+Overweight/27188342.html Thu, 15 Oct 2026 01:57:07 -0400 ACSAY http://www.streetinsider.com/Analyst+Comments/JPMorgan+Starts+ACS+Actividades+de+Construccion+y+Servicios+SA+%28ACS%3ASM%29+%28ACSAY%29+at+Overweight/27188342.html <p>JPMorgan analyst Elodie Rall initiates coverage on ACS Actividades de Construccion y Servicios SA (ACS:SM) (OTC: ACSAY) with a Overweight rating and a price target of EUR127.00.</p><p>The analyst comments: “We initiate coverage of ACS with a €127 price target, implying 41% upside. Following a 36% share price decline from its May peak, largely driven by deteriorating sentiment towards data centres (~30% of 2026E revenues), we see a compelling entry point into a business whose growth prospects remain firmly intact. We believe the market is underestimating both the visibility and the longevity of ACS’s data centre growth, with its secured backlog http://www.streetinsider.com/Analyst+Comments/JPMorgan+Starts+ACS+Actividades+de+Construccion+y+Servicios+SA+%28ACS%3ASM%29+%28ACSAY%29+at+Overweight/27188342.html Thu, 15 Oct 2026 01:57:07 -0400 ACSAY http://www.streetinsider.com/Intl+Ratings/ACS+Actividades+de+Construccion+y+Servicios+SA+%28ACS%3ASM%29+%28ACSAY%29+PT+Lowered+to+EUR129+at+Deutsche+Bank/27109124.html Deutsche Bank analyst Isabella Baxter lowered the price target on ACS Actividades de Construccion y Servicios SA (ACS:SM) (OTC: ACSAY) to EUR129.00 (from EUR135.00) while maintaining a Buy rating. http://www.streetinsider.com/Intl+Ratings/ACS+Actividades+de+Construccion+y+Servicios+SA+%28ACS%3ASM%29+%28ACSAY%29+PT+Lowered+to+EUR129+at+Deutsche+Bank/27109124.html Mon, 28 Sep 2026 04:25:40 -0400 ACSAY http://www.streetinsider.com/Analyst+PT+Change/ACS+Actividades+de+Construccion+y+Servicios+SA+%28ACS%3ASM%29+%28ACSAY%29+PT+Lowered+to+EUR129+at+Deutsche+Bank/27109124.html Deutsche Bank analyst Isabella Baxter lowered the price target on ACS Actividades de Construccion y Servicios SA (ACS:SM) (OTC: ACSAY) to EUR129.00 (from EUR135.00) while maintaining a Buy rating. http://www.streetinsider.com/Analyst+PT+Change/ACS+Actividades+de+Construccion+y+Servicios+SA+%28ACS%3ASM%29+%28ACSAY%29+PT+Lowered+to+EUR129+at+Deutsche+Bank/27109124.html Mon, 28 Sep 2026 04:25:40 -0400 ACSAY http://www.streetinsider.com/Intl+Ratings/ACS+Actividades+de+Construccion+y+Servicios+SA+%28ACS%3ASM%29+%28ACSAY%29+PT+Lowered+to+EUR129+at+Deutsche+Bank/27109124.html Deutsche Bank analyst Isabella Baxter lowered the price target on ACS Actividades de Construccion y Servicios SA (ACS:SM) (OTC: ACSAY) to EUR129.00 (from EUR135.00) while maintaining a Buy rating. http://www.streetinsider.com/Intl+Ratings/ACS+Actividades+de+Construccion+y+Servicios+SA+%28ACS%3ASM%29+%28ACSAY%29+PT+Lowered+to+EUR129+at+Deutsche+Bank/27109124.html Mon, 28 Sep 2026 04:25:40 -0400 ACSAY http://www.streetinsider.com/Analyst+PT+Change/ACS+Actividades+de+Construccion+y+Servicios+SA+%28ACS%3ASM%29+%28ACSAY%29+PT+Lowered+to+EUR129+at+Deutsche+Bank/27109124.html Deutsche Bank analyst Isabella Baxter lowered the price target on ACS Actividades de Construccion y Servicios SA (ACS:SM) (OTC: ACSAY) to EUR129.00 (from EUR135.00) while maintaining a Buy rating. http://www.streetinsider.com/Analyst+PT+Change/ACS+Actividades+de+Construccion+y+Servicios+SA+%28ACS%3ASM%29+%28ACSAY%29+PT+Lowered+to+EUR129+at+Deutsche+Bank/27109124.html Mon, 28 Sep 2026 04:25:40 -0400 ACSAY http://www.streetinsider.com/Intl+Ratings/ACS+Actividades+de+Construccion+y+Servicios+SA+%28ACS%3ASM%29+%28ACSAY%29+PT+Lowered+to+EUR130+at+Morgan+Stanley/27086652.html Morgan Stanley analyst Nicolas Mora lowered the price target on ACS Actividades de Construccion y Servicios SA (ACS:SM) (OTC: ACSAY) to EUR130.00 (from EUR146.00) while maintaining a Overweight rating. http://www.streetinsider.com/Intl+Ratings/ACS+Actividades+de+Construccion+y+Servicios+SA+%28ACS%3ASM%29+%28ACSAY%29+PT+Lowered+to+EUR130+at+Morgan+Stanley/27086652.html Tue, 22 Sep 2026 02:14:09 -0400 ACSAY http://www.streetinsider.com/Analyst+PT+Change/ACS+Actividades+de+Construccion+y+Servicios+SA+%28ACS%3ASM%29+%28ACSAY%29+PT+Lowered+to+EUR130+at+Morgan+Stanley/27086652.html Morgan Stanley analyst Nicolas Mora lowered the price target on ACS Actividades de Construccion y Servicios SA (ACS:SM) (OTC: ACSAY) to EUR130.00 (from EUR146.00) while maintaining a Overweight rating. http://www.streetinsider.com/Analyst+PT+Change/ACS+Actividades+de+Construccion+y+Servicios+SA+%28ACS%3ASM%29+%28ACSAY%29+PT+Lowered+to+EUR130+at+Morgan+Stanley/27086652.html Tue, 22 Sep 2026 02:14:09 -0400 ACSAY http://www.streetinsider.com/Intl+Ratings/ACS+Actividades+de+Construccion+y+Servicios+SA+%28ACS%3ASM%29+%28ACSAY%29+PT+Lowered+to+EUR130+at+Morgan+Stanley/27086652.html Morgan Stanley analyst Nicolas Mora lowered the price target on ACS Actividades de Construccion y Servicios SA (ACS:SM) (OTC: ACSAY) to EUR130.00 (from EUR146.00) while maintaining a Overweight rating. http://www.streetinsider.com/Intl+Ratings/ACS+Actividades+de+Construccion+y+Servicios+SA+%28ACS%3ASM%29+%28ACSAY%29+PT+Lowered+to+EUR130+at+Morgan+Stanley/27086652.html Tue, 22 Sep 2026 02:14:09 -0400 ACSAY http://www.streetinsider.com/Analyst+PT+Change/ACS+Actividades+de+Construccion+y+Servicios+SA+%28ACS%3ASM%29+%28ACSAY%29+PT+Lowered+to+EUR130+at+Morgan+Stanley/27086652.html Morgan Stanley analyst Nicolas Mora lowered the price target on ACS Actividades de Construccion y Servicios SA (ACS:SM) (OTC: ACSAY) to EUR130.00 (from EUR146.00) while maintaining a Overweight rating. http://www.streetinsider.com/Analyst+PT+Change/ACS+Actividades+de+Construccion+y+Servicios+SA+%28ACS%3ASM%29+%28ACSAY%29+PT+Lowered+to+EUR130+at+Morgan+Stanley/27086652.html Tue, 22 Sep 2026 02:14:09 -0400 ACSAY http://www.streetinsider.com/Hot+List/Morgan+Stanley+lists+top+10+AI+stocks+to+buy+in+Europe/26933631.html <p>Morgan Stanley recently hosted a ‘Buying the AI Dip’ (in Europe) webcast, in which they polled over 150 investors while also sharing the firm’s views across global AI thematics, European equity strategy and AI capex-exposed sectors. Following the event, analysts at the firm provided a list of 10 names to buy.</p><p>“Overall: we continue to recommend buying the dip in AI capex winners, fading the recent bottom momentum squeeze and reiterate that market breadth has likely peaked for now,” the analysts said in a note.</p><p>In their poll of investors, key insights included room to add, with over 50% of participants skewed http://www.streetinsider.com/Hot+List/Morgan+Stanley+lists+top+10+AI+stocks+to+buy+in+Europe/26933631.html Sun, 16 Aug 2026 20:00:00 -0400 ACSAY ASMIY ASML IFNNY NOK SBGSY STM http://www.streetinsider.com/Hot+List+Pro/Morgan+Stanley+lists+top+10+AI+stocks+to+buy+in+Europe/26933631.html <p>Morgan Stanley recently hosted a ‘Buying the AI Dip’ (in Europe) webcast, in which they polled over 150 investors while also sharing the firm’s views across global AI thematics, European equity strategy and AI capex-exposed sectors. Following the event, analysts at the firm provided a list of 10 names to buy.</p><p>“Overall: we continue to recommend buying the dip in AI capex winners, fading the recent bottom momentum squeeze and reiterate that market breadth has likely peaked for now,” the analysts said in a note.</p><p>In their poll of investors, key insights included room to add, with over 50% of participants skewed http://www.streetinsider.com/Hot+List+Pro/Morgan+Stanley+lists+top+10+AI+stocks+to+buy+in+Europe/26933631.html Sun, 16 Aug 2026 20:00:00 -0400 ACSAY ASMIY ASML IFNNY NOK SBGSY STM http://www.streetinsider.com/Hot+List/Morgan+Stanley+lists+top+10+AI+stocks+to+buy+in+Europe/26933631.html <p>Morgan Stanley recently hosted a ‘Buying the AI Dip’ (in Europe) webcast, in which they polled over 150 investors while also sharing the firm’s views across global AI thematics, European equity strategy and AI capex-exposed sectors. Following the event, analysts at the firm provided a list of 10 names to buy.</p><p>“Overall: we continue to recommend buying the dip in AI capex winners, fading the recent bottom momentum squeeze and reiterate that market breadth has likely peaked for now,” the analysts said in a note.</p><p>In their poll of investors, key insights included room to add, with over 50% of participants skewed http://www.streetinsider.com/Hot+List/Morgan+Stanley+lists+top+10+AI+stocks+to+buy+in+Europe/26933631.html Sun, 16 Aug 2026 20:00:00 -0400 ACSAY ASMIY ASML IFNNY NOK SBGSY STM http://www.streetinsider.com/Hot+List+Pro/Morgan+Stanley+lists+top+10+AI+stocks+to+buy+in+Europe/26933631.html <p>Morgan Stanley recently hosted a ‘Buying the AI Dip’ (in Europe) webcast, in which they polled over 150 investors while also sharing the firm’s views across global AI thematics, European equity strategy and AI capex-exposed sectors. Following the event, analysts at the firm provided a list of 10 names to buy.</p><p>“Overall: we continue to recommend buying the dip in AI capex winners, fading the recent bottom momentum squeeze and reiterate that market breadth has likely peaked for now,” the analysts said in a note.</p><p>In their poll of investors, key insights included room to add, with over 50% of participants skewed http://www.streetinsider.com/Hot+List+Pro/Morgan+Stanley+lists+top+10+AI+stocks+to+buy+in+Europe/26933631.html Sun, 16 Aug 2026 20:00:00 -0400 ACSAY ASMIY ASML IFNNY NOK SBGSY STM http://www.streetinsider.com/Hot+List/Morgan+Stanley+lists+top+10+AI+stocks+to+buy+in+Europe/26933631.html <p>Morgan Stanley recently hosted a ‘Buying the AI Dip’ (in Europe) webcast, in which they polled over 150 investors while also sharing the firm’s views across global AI thematics, European equity strategy and AI capex-exposed sectors. Following the event, analysts at the firm provided a list of 10 names to buy.</p><p>“Overall: we continue to recommend buying the dip in AI capex winners, fading the recent bottom momentum squeeze and reiterate that market breadth has likely peaked for now,” the analysts said in a note.</p><p>In their poll of investors, key insights included room to add, with over 50% of participants skewed http://www.streetinsider.com/Hot+List/Morgan+Stanley+lists+top+10+AI+stocks+to+buy+in+Europe/26933631.html Sun, 16 Aug 2026 20:00:00 -0400 ACSAY ASMIY ASML IFNNY NOK SBGSY STM http://www.streetinsider.com/Hot+List+Pro/Morgan+Stanley+lists+top+10+AI+stocks+to+buy+in+Europe/26933631.html <p>Morgan Stanley recently hosted a ‘Buying the AI Dip’ (in Europe) webcast, in which they polled over 150 investors while also sharing the firm’s views across global AI thematics, European equity strategy and AI capex-exposed sectors. Following the event, analysts at the firm provided a list of 10 names to buy.</p><p>“Overall: we continue to recommend buying the dip in AI capex winners, fading the recent bottom momentum squeeze and reiterate that market breadth has likely peaked for now,” the analysts said in a note.</p><p>In their poll of investors, key insights included room to add, with over 50% of participants skewed http://www.streetinsider.com/Hot+List+Pro/Morgan+Stanley+lists+top+10+AI+stocks+to+buy+in+Europe/26933631.html Sun, 16 Aug 2026 20:00:00 -0400 ACSAY ASMIY ASML IFNNY NOK SBGSY STM http://www.streetinsider.com/Hot+List/Morgan+Stanley+lists+top+10+AI+stocks+to+buy+in+Europe/26933631.html <p>Morgan Stanley recently hosted a ‘Buying the AI Dip’ (in Europe) webcast, in which they polled over 150 investors while also sharing the firm’s views across global AI thematics, European equity strategy and AI capex-exposed sectors. Following the event, analysts at the firm provided a list of 10 names to buy.</p><p>“Overall: we continue to recommend buying the dip in AI capex winners, fading the recent bottom momentum squeeze and reiterate that market breadth has likely peaked for now,” the analysts said in a note.</p><p>In their poll of investors, key insights included room to add, with over 50% of participants skewed http://www.streetinsider.com/Hot+List/Morgan+Stanley+lists+top+10+AI+stocks+to+buy+in+Europe/26933631.html Sun, 16 Aug 2026 20:00:00 -0400 ACSAY ASMIY ASML IFNNY NOK SBGSY STM http://www.streetinsider.com/Hot+List+Pro/Morgan+Stanley+lists+top+10+AI+stocks+to+buy+in+Europe/26933631.html <p>Morgan Stanley recently hosted a ‘Buying the AI Dip’ (in Europe) webcast, in which they polled over 150 investors while also sharing the firm’s views across global AI thematics, European equity strategy and AI capex-exposed sectors. Following the event, analysts at the firm provided a list of 10 names to buy.</p><p>“Overall: we continue to recommend buying the dip in AI capex winners, fading the recent bottom momentum squeeze and reiterate that market breadth has likely peaked for now,” the analysts said in a note.</p><p>In their poll of investors, key insights included room to add, with over 50% of participants skewed http://www.streetinsider.com/Hot+List+Pro/Morgan+Stanley+lists+top+10+AI+stocks+to+buy+in+Europe/26933631.html Sun, 16 Aug 2026 20:00:00 -0400 ACSAY ASMIY ASML IFNNY NOK SBGSY STM http://www.streetinsider.com/Hot+List/Morgan+Stanley+lists+top+10+AI+stocks+to+buy+in+Europe/26933631.html <p>Morgan Stanley recently hosted a ‘Buying the AI Dip’ (in Europe) webcast, in which they polled over 150 investors while also sharing the firm’s views across global AI thematics, European equity strategy and AI capex-exposed sectors. Following the event, analysts at the firm provided a list of 10 names to buy.</p><p>“Overall: we continue to recommend buying the dip in AI capex winners, fading the recent bottom momentum squeeze and reiterate that market breadth has likely peaked for now,” the analysts said in a note.</p><p>In their poll of investors, key insights included room to add, with over 50% of participants skewed http://www.streetinsider.com/Hot+List/Morgan+Stanley+lists+top+10+AI+stocks+to+buy+in+Europe/26933631.html Sun, 16 Aug 2026 20:00:00 -0400 ACSAY ASMIY ASML IFNNY NOK SBGSY STM http://www.streetinsider.com/Hot+List+Pro/Morgan+Stanley+lists+top+10+AI+stocks+to+buy+in+Europe/26933631.html <p>Morgan Stanley recently hosted a ‘Buying the AI Dip’ (in Europe) webcast, in which they polled over 150 investors while also sharing the firm’s views across global AI thematics, European equity strategy and AI capex-exposed sectors. Following the event, analysts at the firm provided a list of 10 names to buy.</p><p>“Overall: we continue to recommend buying the dip in AI capex winners, fading the recent bottom momentum squeeze and reiterate that market breadth has likely peaked for now,” the analysts said in a note.</p><p>In their poll of investors, key insights included room to add, with over 50% of participants skewed http://www.streetinsider.com/Hot+List+Pro/Morgan+Stanley+lists+top+10+AI+stocks+to+buy+in+Europe/26933631.html Sun, 16 Aug 2026 20:00:00 -0400 ACSAY ASMIY ASML IFNNY NOK SBGSY STM http://www.streetinsider.com/Hot+List/Morgan+Stanley+lists+top+10+AI+stocks+to+buy+in+Europe/26933631.html <p>Morgan Stanley recently hosted a ‘Buying the AI Dip’ (in Europe) webcast, in which they polled over 150 investors while also sharing the firm’s views across global AI thematics, European equity strategy and AI capex-exposed sectors. Following the event, analysts at the firm provided a list of 10 names to buy.</p><p>“Overall: we continue to recommend buying the dip in AI capex winners, fading the recent bottom momentum squeeze and reiterate that market breadth has likely peaked for now,” the analysts said in a note.</p><p>In their poll of investors, key insights included room to add, with over 50% of participants skewed http://www.streetinsider.com/Hot+List/Morgan+Stanley+lists+top+10+AI+stocks+to+buy+in+Europe/26933631.html Sun, 16 Aug 2026 20:00:00 -0400 ACSAY ASMIY ASML IFNNY NOK SBGSY STM