FirstLook

Research evidence excerpt

FirstLook

Vaxcyte, Inc (PCVX) Political Analysis

PFE serotype 3 data is very interesting... but many SNAP Enrollment Declines Post-BBB Exceed Forecasts

unknowns Page 15 with Implications for Retailers and Low-Income Consumer

Umer Raffat Outperform Spending Page 20

Sarah Bianchi

Thermo Fisher (TMO)

Takeaways from AD: Consistent messaging is the first step Capital Markets Chronicle

in rebuilding confidence Page 15 Morning Thought Page 21

Vijay Kumar Outperform Stan Shipley

BioMarin Pharmaceutical Inc. (BMRN) Air Cargo Cos. Survey

You win some (HCH), you lose some (ENPP1): 2 Phase 3 Air Cargo Cos. Survey Improves For 5th Week Page 21

readouts in 1 wk Page 16

Oscar Sloterbeck

Cory Kasimov Outperform

Apartment Cos. Survey

NVIDIA Corp. (NVDA)

Apartment Cos. Survey Of Rents Increases, Move Out To

Apr-26Q Flash: Beat/Raise, Enter Cap Rtn Cycle Page 16 Buy Improves. Page 22

Mark Lipacis Outperform Oscar Sloterbeck

Amazon.com, Inc. (AMZN) Auto Aftermarket Mfg. Cos. Survey

Blasting Into Orbit? Page 17 Auto Aftermarket Mfg. Cos. Survey Steady In First Half Of

Mark Mahaney Outperform May Page 22

Intuit Inc. (INTU)

First Look: A Taxing Quarter As TurboTax Comes In A Little Limousine Cos. Survey

Light & MailChimp Remains A Drag Page 17 Limousine Cos. Survey Continues To Trend Higher Page 23

Kirk Materne Outperform Oscar Sloterbeck

Vertiv Holdings Co (VRT) Institutional Bond & Equity Managers Surveys

Live from VRT Analyst Day - Part 3 (Chief Product & Evercore ISI Bond & Equity Mgrs. Surveys With May Sector

Technology Officer Comments) Page 18 Allocation Survey Results Page 23

Amit Daryanani Outperform James Walsh

Airbnb, Inc. (ABNB) Hedge Fund Managers Survey

Summer Release '26: Having Me A Blast Page 18 Evercore ISI Hedge Fund Survey With May Sector