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invezz.comAUG 313 min read$ASML

BofA names 3 stocks with meaningful upside in September

Bank of America's equity research identified three stocks with potential upside in September: ASML (€2,452 price target), Madison Square Garden Entertainment, and Church & Dwight. ASML is seen as undervalued despite sector risks, MSG Entertainment benefits from full booking calendars and margin expansion, and Church & Dwight is undergoing a management-led turnaround with margin growth expected.

Original reporting
invezz.com
Published Aug 31, 2026, 2:32 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Aug 31, 2026, 4:23 PM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
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BofA names 3 stocks with meaningful upside in September — source image
Source · invezz.com
Decision brief

The 30-second read

$ASMLBullishMed
01

Why it matters

The upgrades provide fresh price‑target guidance and a positive earnings outlook, offering traders actionable insight.

02

Market read

The analyst upgrades could drive short‑term buying in the three highlighted stocks and set a positive tone for their respective sectors.

03

What to watch

Potential supply‑chain constraints for ASML and competitive pressure in consumer staples could limit upside.

Relevance 7/10Novelty 7/10Timing: ahead of September market positioning

Background

Bank of America’s equity research team released a three‑stock pick list focusing on ASML, Madison Square Garden Entertainment, and Church & Dwight.

Company-level read

Ticker impact

$ASMLBullishMedium confidence
Context

BofA analyst raised price target to €2,452, marking a new bullish upgrade for ASML.

Expected impact

Potential short-term rally toward the new target.

Evidence & confidence

Upgrade is based on de‑rating correction and margin expansion expectations.

$MSGEBullishMedium confidence
Context

BofA highlighted Madison Square Garden Entertainment as a top pick, citing margin expansion from strong concert bookings.

Expected impact

Likely support for price gains as earnings beat expectations.

Evidence & confidence

Margin expansion and full booking calendar are fresh catalysts.

$CHDBullishMedium confidence
Context

BofA named Church & Dwight a top idea, emphasizing a management‑led turnaround and margin improvement.

Expected impact

Possible upside as margin targets are met.

Evidence & confidence

Analyst cites portfolio reshaping and resilience in soft consumer spending.

Market effects

Sector

Highlights potential upside in semiconductor equipment, live entertainment, and consumer staples sectors.

Regional

European and US markets may see modest buying pressure on the highlighted stocks.

Global

Analyst upgrades could influence broader market sentiment toward growth‑oriented equities.

Counterpoint

What could challenge this read

Some investors may view the upgrades as premature given macro‑uncertainty.

Key entities

  • Research Firm
    Bank of America

    Equity research desk issuing the stock picks.

  • Company
    ASML Holding

    Semiconductor equipment maker receiving a price‑target upgrade.

  • Company
    Madison Square Garden Entertainment

    Live‑entertainment operator highlighted for margin expansion.

  • Company
    Church & Dwight

    Consumer‑products maker noted for a management‑led turnaround.

Read at source← All news

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