US Research at a Glance - June 29, 2026

Research evidence excerpt

US Research at a Glance - June 29, 2026

U.S. RESEARCH AT A GLANCE

June 29, 2026

For Full Comments and Required Non-U.S. Analyst and Conflicts Disclosures, please click on the links below.RESEARCH

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RBC Elements™: Q2/26 Flight Deck Summary Q2 Airlines & Aerospace Preview

H8 Update: 11th Week of 2Q26 Summary Loans Up and Deposits Down; RBC Forecasting 7.1% y/y Growth in 2Q26 Loans

Nexus.One Summary Through June 26th, 2026EQUITY Liftoff Mobile, Inc. Summary Ready for blast off; Initiate at Outperform, $35 PT

Initiations

Applied Aerospace & Defense Inc Summary Applying the right playbook; Initiating at Outperform with a $24 price target

Innio NV Summary Initiating at Sector Perform, $39 PT

Liftoff Mobile, Inc. Summary Ready for blast off; Initiate at Outperform, $35 PT

Earnings Preview

Edwards Lifesciences Corporation Summary NY Valves Reinforces Clinical Evidence Leadership; PROGRESS Baseline Data

Released

Verisk Analytics, Inc. Summary 2Q26E Preview: In-Line Quarter Ahead; 2H26 Acceleration Likely as Prior

Headwinds Lap

Company Comments

Bristol-Myers Squibb Company Summary CELMoD Franchise Underappreciated Ahead of Iberdomide PDUFA

Cameco Corporation Summary Uranium continues to strengthen, AP1000 new-build opportunity sees gov't

support

Sibanye Stillwater Summary South African ops CMD & site visits

Smith+Nephew PLC Summary Model Update - Gap remains to FY guide

Sonida Senior Living, Inc. Summary Bumping up our price target as SNDA executes on its compounding phase of

growth

Industry Comments

Biotech: What June Swoon? Analysis Summary Rare Magnitude + Unique Features, But Post-Rally Performance Historically

Suggests Sharp Recent XBI Uptick Nearly Mixed

Unprecedented

Exchanges and Information Services: CME Summary

NDR; FDS Preview; PAYX and SNX Results