US Research at a Glance - June 22, 2026

研报英文原文证据摘录

US Research at a Glance - June 22, 2026

U.S. RESEARCH AT A GLANCE

June 22, 2026

For Full Comments and Required Non-U.S. Analyst and Conflicts Disclosures, please click on the links below.RESEARCH

Premium Research

RBC Elements™: The EV Slowdown Summary Charging Network Expands; Used BEV Prices Remain a Drag

H8 Update: 10th Week of 2Q26 Summary Loans Flat and Deposits Up; RBC Forecasting 7.1% y/y Growth in 2Q26 Loans

Sara's Scoop Summary State Of Exclusions Policies + Update On DefenseEQUITY RBC Elements™: Trans Mountain Tanker Summary May 2026—Demand From All Directions

Tracker

Rating Revisions

Sunbelt Rentals Holdings, Inc. Summary Upgrade to Sector Perform as headwinds abate

Earnings Preview

Broadridge Financial Solutions, Inc. Summary Takeaways from Tokenization presentation

Company Comments

Accenture plc Summary F3Q26 Results: Tough Macro Weighed on Results; FY27 to Improve

Advanced Drainage Systems, Inc. Summary Investor Day Recap: F2030 Targets of +8% Org Growth, +30% Margins, and $5

Bil to Deploy

Ovintiv Inc Summary In Vancouver with Brendan McCracken

Revolution Medicines, Inc. Summary Our Legal Expert Sees A Low Likelihood Of Winning in Court, Though In The

Clinic, We Favor Darax

Safran Summary Road show highlights near-term confidence, focus on workscope dynamics;

maint Outperform, €370 PT

Industry Comments

Biopharma: Noteworthy Weekly Rx Summary RBC Coverage W/E 6/12 – Wk 12 of 2Q26

Trends/Forecast

Biotech: Angelman KOL Somewhat Summary

Cautious On Upcoming Phase III, But Also

Notes Plenty Of Regulatory Flexibility

Should Data Be Mixed

Energy Infrastructure Weekly Stats Summary

Global Financials Research Group – Best Summary 2Q26: As Geopolitical Risks Subside Financial Stocks to be Favorably Impacted

Stock Ideas

Global Financials Research Group – Summary