Stocks Settle Higher as Nasdaq Posts a Record High on Tech Strength

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• Double-upgraded Twilio to buy from underperform with a price target of $190

  60% confidence

• Stripping out the technology sector, Q1 earnings are projected to increase around +3%, the weakest in two years

  60% confidence

• The ECB shouldn't raise interest rates at its April meeting, but can't rule out a rate hike later this year

  60% confidence

• Raising full-year adjusted gross margin forecast to 67.5%-68.5% from prior estimate of 67%-68%

  60% confidence

• Will not reopen the strait or restart peace talks until the US blockade ends

  60% confidence

• Upgraded UnitedHealth Group to buy from hold with a price target of $400

  60% confidence

• There is no urgency for the ECB to raise interest rates from 2%, as the current data does not yet justify a move

  60% confidence

• US naval blockade of the Strait of Hormuz will remain

  60% confidence

• Q1 S&P 500 earnings are projected to climb +12% y/y

  60% confidence

• Sees full-year adjusted EPS at the low end of a $5.80 to $6.20 range

  60% confidence

• Forecasts Q2 net sales of $3.25 billion to $3.45 billion

  60% confidence

• Cut full-year adjusted EPS estimate to $7.00 to $11.00 from previous estimate of $12.00 to $14.00

  60% confidence

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