Truist Securities Daily Spotlight

Research evidence excerpt

Truist Securities Daily Spotlight

data goes back that far). Please reach out if you are interested in

receiving this data in Excel. - Joseph Civello

Energy

Energy - E&P - Learnings From Earnings: Oil Edition - With the

1Q26 earnings cycle in the rearview, we highlight key themes

and learnings that emerged from our E&P coverage. We also

summarize updated view points from EIA and IEA monthly

outlooks. Most operators remain reticent on increasing activity

given continued market volatility, though some look to capture

price torque. Those who made changes to ROC plans appeared

punished the most, while those who demonstrated continued

efficiency gains were rewarded. On that front, longer laterals,

water recycling, and faster D&C times were pivotal. - Gabe

Daoud

Financials

Assurant, Inc. (AIZ, $242.61, Buy) - AIZ - Comments Following

AIZ Investor Event at Device Care Center, Reiterate Buy - We

attended an event hosted by Assurant senior management at

the company’s Innovation and Device Care Center in Mt. Juliet,

Tennessee. Presentations and discussion featured CEO Keith

Demmings, CFO Keith Meier, Deputy CFO Rebekah Biondo,

President of Global Connected Living Biju Nair, and SVP Global

Supply Chain Brandon Johnson. - Mark Hughes

Robinhood Markets, Inc. (HOOD, $76.75, Buy) - HOOD - Apes

Active in April, as AssumedHOOD - Apes Active in April, as

Assumed - David Smith

Healthcare

CG Oncology, Inc. (CGON, $74.00, Buy) - CGON - Bladder

Cancer KOL Lunch Takeaways: Durability is the Key Currency

That Matters in IR NMIBC - We hosted a KOL lunch with a high-

volume urologist on evolving treatment dynamics across IR &

HR NMIBC. Key takeaways: (1) IR NMIBC remains a chronic

management paradigm with rising interest in emerging therapies;