US Research at a Glance - May 14, 2026

研报英文原文证据摘录

US Research at a Glance - May 14, 2026

U.S. RESEARCH AT A GLANCE

May 14, 2026

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Rating Revisions

Wix.com Ltd Summary Outvibed by the vibes; downgrading to Sector Perform

Earnings Preview

Badger Meter Inc. Summary Investor Day Preview: Growth Beyond the Meter

Marvell Technology, Inc. Summary Optical strength to drive another good quarter

Masco Corporation Summary 2026 Investor Day Takeaways

NVIDIA Corporation Summary Demand not an issue; Supply tightness manageable

Company Comments

Allianz SE Summary Continuing to deliver at a high level

Allogene Therapeutics, Inc. Summary LBCL Progressing To EFS Interim Analysis; ALLO To Share Autoimmune First-Look

In 4Q

Aramark Summary Lifting PT to $55 post Q2 earnings

Artisan Partners Asset Management Summary Takeaways from sell-side meeting with management

Biogen Inc. Summary Leqembi subQ Delay: Acknowledge Filing Package Intricacies, Though See

Reason To Stay Optimistic

Block Inc. Summary Model Update - Fine-tuning the model

Compass Pathways Limited Summary 1Q26: See A Clear Road to Approval and Launch in TRD, Look to PTSD As Next

Opportunity

Dynatrace, Inc. Summary Strong industry trends should translate to better growth; Q4/26 review

Healthcare Realty Trust Incorporated Summary Key initiatives should help narrow public/private market valuation gap

Healthpeak Properties, Inc. Summary Life science improvement pushes target higher

Infinity Natural Resources Inc Summary The Only Constant is Change

Jack in the Box Inc.