Truist Securities Daily Spotlight

研报英文原文证据摘录

Truist Securities Daily Spotlight

INDUSTRY UPDATES Security Software - Cybersecurity Software: 1Q26 Off-Cycle

Earnings Preview - Off-cycle earnings begin with ZS reportingBuilding Products/Durable Goods - Building Products/Durable

Goods - Weekly Overview on May 26th AMC. Results for our calendar Q4 companies in

cybersecurity mostly topped estimates, but share performance

Building Products/Durable Goods - Building Products - Weekly was largely determined by guidance. While investors will remainNews Digest focused on the usual setup-and-beat dynamics heading into

Gaming - Gaming - Investor Call Recap - Keeping an AI on Gaming off-cycle quarterly EPS prints, the broader narrative around AI

disruption is likely to dominate earnings as they seek to separate

Homebuilding - Homebuilding - Weekly Coverage Update 5.18.2026 AI beneficiaries from those at risk. We favor RBRK and SAIL

Lodging - Lodging: April Int’l RevPAR: Europe +2.2% y/y, Asia-Pac going into their respective quarterly prints as we believe not only

+4.4%, Caribbean +7.1%, Middle East -63.4% are they set up well for beat and raise quarters, but are benefitting

from AI tailwinds as well.Summary of PT Changes pg. 4 - JunaidLodging - April Ski Resort RevPAR: Colorado -14% y/y, Whistler

Blackcomb +24%. CO finished weak as expected, summer looks Siddiqui

strong

Ball Corporation (BALL, $55.80, Buy) - BALL - Update - Bev

Can Plant Tour: 2026 Guide Reiterated; Operating & Commercial

Excellence, Still Early Innings - We recently had the pleasure

of visiting BALL’s Rome, GA beverage can plant hosted by

CEO Ron Lewis, CFO Dan Rabbitt, and other key members of

management. We reiterate our Buy rating and $77 PT on BALL. -

Michael Roxland

Motorola Solutions, Inc. (MSI, $410.27, Buy) - MSI - Notes