DCAlpha

Alphabet joins the Dow Jones today. Passive flows meet a stock that has already given back some of its 2026 gains — here is what the data shows. THE SHORT VERSION **Rating:** Buy **Price Target:** $380 — Method: Blended historical EV/EBITDA (mid-20s range) + modest AI/cloud growth premium. **Current Price:** $337.39 (Yahoo Finance, close June 26, 2026) **Catalyst:** Official Dow Jones inclusion effective today + ongoing AI/cloud momentum **Conviction:** Medium-High — Index-driven buying...

Darden Restaurants reports fiscal Q4 2026 earnings before market open today, with consensus expecting ~22% EPS growth and ~14% revenue growth. Today’s PCE inflation print adds direct macro context for consumer spending in full-service dining. THE SHORT VERSION **Rating:** Hold **Price Target:** $226 — Method: Blend of historical EV/EBITDA range (11-13x) and peer-relative valuation, assuming in-line or modest beat on same-store sales. **Current Price:** $213.45 (close June 24, 2026; Source:...

ASML is the near-monopoly supplier of EUV lithography equipment that enables the most advanced AI chips. The stock pulled back sharply yesterday amid broader semiconductor volatility and fresh regulatory noise on China, even as the AI buildout story remains intact. THE SHORT VERSION **Rating:** Buy **Price Target:** $2,000–2,200 (12-month) — Method: EV/EBITDA on normalized long-term AI-driven equipment demand + monopoly pricing power **Current Price:** ~$1,783–1,788 pre-market (closed...