US Research at a Glance - May 11, 2026

研报英文原文证据摘录

US Research at a Glance - May 11, 2026

DuPont de Nemours, Inc. Summary DD% EPS Growth Despite Iran Headwinds; Adjusting Estimates/PT, now Valuing

on P/E; Maintain OP

Enbridge Inc. Summary Built to lastRESEARCH

Fidelity National Information Services Summary Weaker 2Q26 lending environment overshadowing a good 1Q26

Fluence Energy, Inc. Summary Focus on the Datacenter Opportunity

Gilead Sciences, Inc. Summary With GILD's CMO Sounding Enthusiastic, What To Look For In Upcoming UC

Readout

Granite Real Estate Investment Trust Summary Solid execution, reaffirmed guidance help ease broader macro concernsEQUITY LSB Industries, Inc. Summary Executing well amid higher nitrogen prices, turning focus to growth

MDA Space Ltd. Summary Steady 1Q26, but focus on 2H26 bookings, defense opportunities; maintain OP,

PT to $58

Masco Corporation Summary Investor Day Preview

Mercer International Inc. Summary Treading carefully

NEXTDC Ltd. Summary Updating Model for 250MW Contract Win & Recent Capital Raising Activity

Neurocrine Biosciences, Inc. Summary Reading Between Lines On Company Guidance, See Room For More Beats On

Crenessity

Nutrien Ltd. Summary Strong execution, favourable ag/fert fundamentals

Obsidian Energy Ltd. Summary Investment Set to Climb

Olin Corporation Summary Price/Volume Driving Improvement, Albeit Below Commodity Peers; Adjusting

Estimates; Maintain PT/SP

Pembina Pipeline Corporation Summary Improving perception through a record of delivery

Rocket Companies, Inc. Summary Operating leverage evident if rates could tilt in its favor

South Bow Corp Summary Near-term lift from the energy macro disruption, as we await Prairie Connector

updates

Sunrun Inc. Summary Playing Offense

Sylvamo Corporation Summary Legend - wait for it...