J P M O R G A N North America Equity Research 10 July 2026 US Auto Suppliers Updated Thoughts and 2Q26 EPS Preview: Risk- Reward Balanced as Bar Higher; Focus on GoM Visibility (inc. Non-Auto), Commodities/DRAM, and Capital Return; Stay Selective Sector bar higher after optimistic intra-quarter 2Q commentary, though recent de-rating keeps relative multiples attractive within broader ecosystem: We see the average auto supplier to come in marginally ahead of consensus on EBITDA with potential for upside given ...

North America Equity Research 10 July 2026 J P M O R G A N Top Short Ideas (1-212) 622-2597 william.c.funke@jpmorgan.com J.P. Morgan Securities LLC U.S. Equity Thematic Research We surveyed our top-ranked U.S. equity research analysts to identify their most compelling structural and tactical short ideas as we enter 3Q26. Presented below is a comprehensive list of their high-conviction selections, exclusive to this proprietary report. Explore the rationale behind each. | Company Name | Ticker | Rating | Anal ...