Cantor Daily Research Highlights

Research evidence excerpt

Cantor Daily Research Highlights

U.S. Equity Research

Daily Research Highlights

Domo, Inc.: Strategic Transaction Remains Key Focus – F1Q27 Earnings Recap

Gilead Sciences, Inc.: Once Weekly, Twice the Optionality for Yeztugo

CoreWeave, Inc.: CRWV Debt Documents Show a Strong 2Q26

EMCOR Group, Inc. Quick Take: EME Mgmt. Dinner Highlights: 'Boring is Beautiful'

Click report title above for a report summary. Click a title in the summary below to open an individual report.

U.S. Equity Research June 16

GLOBAL HEAD OF EMCOR Group, Inc. (EME, $842.30, Overweight, Price Target: $1,123.00)EQUITY RESEARCH

David Siffringer Manish A. Somaiya (212-915-1051, Manish.Somaiya@Cantor.com)

212-829-7091 EME Mgmt. Dinner Highlights: 'Boring is Beautiful'

David.Siffringer@cantor.com Quick Take

June 15

Domo, Inc. (DOMO, $3.26, Overweight, Price Target: $5.00)

Thomas Blakey, CFA (617-443-4487, Thomas.Blakey@cantor.com)

Strategic Transaction Remains Key Focus – F1Q27 Earnings Recap

Domo reported mixed F1Q27 results, with revenue coming in slightly below expectations and operating profitability

ahead of expectations. The focus of the call was that management conducted a formal review of its decision to pursue

a strategic transaction and, following that review, reiterated its intent to follow that path (timeline remains uncertain).

Domo highlighted continued improvement in retention metrics, with gross retention increasing 240bps y/y to 86.7% and

net revenue retention improving 150bps to 95.5%, reflecting ongoing benefits from consumption-based pricing, multi-year

contracts, and the company's forward-deployed engineering model. Profitability remained a bright spot, with EBIT margin

reaching 5.6%, well above consensus expectations.