US Research at a Glance - June 17, 2026

Research evidence excerpt

US Research at a Glance - June 17, 2026

U.S. RESEARCH AT A GLANCE

Earnings Preview

Matthew Swanson (Analyst) Adobe Inc. (NASDAQ: ADBE; 207.32)

(612) 313-1237; matthew.swanson@rbccm.com Published June 16 2026 21:46:28 EDT

Matthew Hedberg (Analyst)

(612) 313-1293; matthew.hedberg@rbccm.com Thoughts into our virtual fireside chat

Dan Bergstrom (Analyst) Rating: Outperform(612) 313-1254; dan.bergstrom@rbccm.com Price Target: 285.00

Simran Biswal (Associate)

(646) 618-6894; simran.biswal@rbccm.com Our view: Following Q2 results, we have the opportunity to host Adobe's David

Michael Richards (Associate) Wadhwani, President, Creativity & Productivity, for a virtual fireside chat tomorrow,

(332) 204-5767; michael.richards@rbccm.com 6/17, at 2 PM EST. We look forward to investor participation in the Q&A as we

plan to both unpack Adobe's GenAI journey to date and dive deeper on the current

and future strategy around monetization. Maintain our OP rating and $285 PT. If

interested in attending the webcast you can reach out to your RBC sales rep or

register here.

Matthew Hedberg (Analyst) SailPoint (NASDAQ: SAIL; 14.09)

(612) 313-1293; matthew.hedberg@rbccm.com Published June 16 2026 21:42:23 EDT

Matthew Swanson (Analyst)

(612) 313-1237; matthew.swanson@rbccm.com Thoughts from SailPoint's 2026 Investor Day

Dan Bergstrom (Analyst) Rating: Outperform(612) 313-1254; dan.bergstrom@rbccm.com Price Target: 19.00

Michael Richards (Associate)

(332) 204-5767; michael.richards@rbccm.com Our view: Just one week after SAIL's Q1 earnings, we attended the company's

Simran Biswal (Associate) eventful analyst day, which we come away from feeling incrementally positive. We

(646) 618-6894; simran.biswal@rbccm.com believe management did a good job reconciling recent bullish commentary on AI