Truist Securities Daily Spotlight

研报英文原文证据摘录

Truist Securities Daily Spotlight

improved payer relationships. Financial flexibility remains

SPXC Buy Buy $261.00 $261.00 superb, allowing for ongoing execution on growth investment/

SAIL Buy Buy $18.00 $18.00 M&A. Reiterate Buy, raising PT to $47 (vs. prior $43) - estimates

TTAN Buy Buy $110.00 $110.00 unchanged. - David MacDonald

SNAP Hold Hold $8.00 $8.00

BCO Buy Buy $163.00 $163.00 Semiconductors & Related Technology - Semis & AI:

CC Buy Buy $30.00 $30.00 VSH (NR) meetings reflect positive industry dynamics, plus

TROX Hold Hold $7.00 $7.00 idiosyncratic improvements. - More bullishness. Following other

VVX Hold Hold $70.00 $70.00 recent corporate access events (ARW NDR, TTMI NDR, and

WCN Buy Buy $220.00 $220.00 our Phoenix bus tour) we recently hosted investor meetings with

WH Buy Buy $107.00 $107.00 Vishay (VSH, NR). We learned about idiosyncratic improvements

from the "Vishay 3.0 strategy" including capacity additionsINDUSTRY UPDATES

outsourcing, footprint rationalization, and customer and channel

Semiconductors & Related Technology - Semis & AI: VSH (NR) targeting, VSH also discussed broad-based demand strength

meetings reflect positive industry dynamics, plus idiosyncratic broadening from DC/AI and defense to other end marketsimprovements.

(VSH touted medical and industrial power). These constructive

DataDriven by Truist Securities - Weekly Truist Card Data for Goods industry dynamics reflect most positively to DIOD, ARW, and

- Discretionary Ending 6/13/26 AVT; however, these trends are positive for most of our semi/

Wellness - Wellness: An industry "infusion" into longevity. components coverage. - William Stein

Takeaways from investor meeting with Niagen Bioscience

Other Focus Items TodaySoftlines - Consumer – Weekly TikTok update; Shop data (VFC, EL,