Recently Published Research

Research evidence excerpt

Recently Published Research

Research Summary Early Equity Research

NTB (Equal Weight) Adjust Estimates for Caribbean Expansion through CIBC

Deal | Robert Rutschow

Health Care

PFE (Equal Weight) Monthly Berobenatide Does Not Quite Match Up to the Tirzepatide

Bar | Mohit Bansal

CNMD (Equal Weight) Model Update Post Refinancing of Convertibles | Larry Biegelsen

ALKS (Overweight) TRN-257 ODD Threw a Wrench Into the Oxybate Space; What's the

Impact To Lumryz? | Benjamin Burnett

Materials

IP (Overweight) NORPAC Acquisition Closes, but There Could Be a NT Nippon

Snag | Gabe Hajde

Technology & Services

MU (Overweight) F3Q26 Preview: Path to +$130/sh. EPS; Adj. Thru-Cycle View to ~$70/

sh. PT to $1,220 | Aaron Rakers

CTSH (Overweight) Takeaways from Comprehensive AI Forum; Maintain

Overweight | Jason Kupferberg

Utilities and Power

ETR (Overweight) Analyst Day Preview. Sell the News? Analyst Day Curse? Not This Time -

ETR Remains Positioned with More Juice to Squeeze | Shahriar Pourreza

FE (Overweight) FE NDR: GenCo or Not, Clearing Up Some

Misconceptions… | Shahriar Pourreza

Sector Research Notes

Consumer

Consumer: Food Market Share Reference Book | Chris Carey

Consumer: Store Overlap Analysis Highlights Exposure to Shifting Headwinds in Staples

Retail | Edward Kelly

Financial Services

Financial Services: Commercial Soft Market Playbook | Elyse Greenspan

Financial Services: Fading Tax Refund Tailwind as Gas Prices Spike | Donald Fandetti

Financial Services: Dropping Coverage | Finian O'Shea

Health Care: MedTech Weekly—Week Ended 6/5/26 | Larry Biegelsen

Industrials

Industrials: A Few Mortgage / Financing Tidbits We Think Builder Investors Should Be

Eying | Sam Reid

Industrials: Autos AI Playbook | Colin M. Langan

Industrials: Coffee & Cars Episode 25 Recap | WeRide | Colin M.