Cantor Daily Research Highlights

研报英文原文证据摘录

Cantor Daily Research Highlights

U.S. Equity Research

Daily Research Highlights

AbCellera Biologics Inc.: Test-ing, Test-ing, Is This Thing On?

SharpLink Gaming, Inc.: ETH Adoption Continues; Active Treasury Strategy Expands

SUI Group Holdings Limited: Be Like Water; Risk Managing Sui DeFi

MARA Holdings, Inc.: Accelerating The AI Conversion: Wishing Upon a Starwood

Biotechnology: Who's Coming Up Short?

Septerna, Inc.: 1Q Update: What Investors Are Missing With SEPN

CleanSpark, Inc.: Interest Widening to Full Portfolio

Vera Therapeutics, Inc.: VERA 1Q26 Model Update

PTC Therapeutics, Inc.: Model Update

Arcturus Therapeutics Holdings Inc.: ARCT 1Q26 Model Update

FormFactor, Inc.: Strong Long-Term Positioning Anchored in Steady Execution

Biopharmaceuticals[Gould]: Model Updates (MRK, PFE, BMY)

Biotechnology: Angelman Syndrome (AS) Week: Day 1 Takeaways

Skye Bioscience, Inc.: Model Update

Power Technology: E&C 1Q26 Recap: The Backlog Boom Starts to Convert; Portfolio Managers' Summary

Rigetti Computing, Inc.: 1Q26 Results Meet Expectations As Company Brings 108-Qubit System Into General Availability.

Customer Adoption Continues To Grow.

Quantum Computing Inc.: 1Q26 Financial Results Largely Inline; Integrating Two Key Acquisitions As It Advances Its

Quantum Computing Roadmap

Harrow, Inc.: Letter to HODLers

Microvast Holdings, Inc.: 1Q26 Review; Revenue Miss on Regional Headwinds, but Margin Resilience Reinforces Long-

Term Thesis. Reit OW. Lowering PT to $5.

Design Therapeutics, Inc.: Initiate at OW: Round P2 – Fight! DT-216 re-enters clinic with P2 reformulation; improved PK

appears positioned to show initial increases in frataxin

Archer Aviation Inc.: ACHR Q1: A Larger Focus on Defense, and On-Track for EIPP this Year. Reiterate OW - Cantor's Take