Truist Securities Daily Spotlight

Research evidence excerpt

Truist Securities Daily Spotlight

ity online Education business with a clear path to

sustained mid to high single digit enrollment growth and attractive

Banks - US Banks - What's My Age Again? returns (~40% ROIC). Despite LOPE's competitive advantages,

Biotechnology - Biotech - Early Validation For The PRMT5i + Pan- shares have de-rated along with peers amid concerns around

RASi Approach; Positive Readthrough To RVMD, IDYA, ONC AI disruption, weaker peer results and political risk ahead of the

midterms. We think these concerns are over-discounted in the

Homebuilding - Homebuilding - Weekly Coverage Update 6.8.2026 lagging stock price (down 23% LTM vs. S&P TSR +25%) and see

Softlines - Consumer – Weekly TikTok update; Shop data (ULTA, SN, a path for LOPE to deliver on '26 expectations and re-rate toward

VFC, CROX & more) + trends review (apparel, footwear, off-price) historical valuation levels. - Jasper Bibb

Building Products/Durable Goods - Building Products/Durable argenx SE (ARGX, $882.41, Buy) - ARGX - Deep Dive PreviewGoods - Weekly Overview

Ahead of ALKIVIA: The Subtype Showdown - Argenx is set to

Building Products/Durable Goods - Building Products - Weekly report topline Ph 3 (ALKIVIA) data for efgartigimod in myositis

News Digest in 3Q. Ahead of the readout, the company will host a Myositis

R&D Webinar on June 23rd to provide additional detail on the

program and commercial opportunity. In advance of both events,

we conducted an independent deep dive, including a review of

the literature (with a focus on prior clinical studies in myositis) and

KOL interviews. - Danielle Brill

Clean Harbors, Inc. (CLH, $278.36, Buy) - CLH - Upstream

Looks Favorable; Buy - We are buyers of CLH shares on: (1)

potential 2% revenue and 3-4% EBITDA upside in '26 from higher