US Research at a Glance - June 30, 2026

研报英文原文证据摘录

US Research at a Glance - June 30, 2026

U.S. RESEARCH AT A GLANCE

June 30, 2026

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

Earnings Preview

Solstice Advanced Materials Inc. Summary Previewing Q2 - Expect Solid Results and Guide Raise on Strong Refrigerants,

EM

Zoom Communications, Inc. Summary On the Road with ZM: AI Monetization, Multi-Product Platform, ZCXEQUITY Momentum, and NDE Inflection

Company Comments

AeroVironment, Inc. Summary 4Q26 beat, conservative FY27 guide, set for positive momentum inflection;

maintain OP, PT to $210

Bank of America Corporation Summary Model Update: Adjusting Earnings Estimates

CG Oncology, Inc. Summary Remain Confident In PIVOT-006 After Updating Our Expectations To Reflect

Refreshed Timing Assumptions

California Resources Corporation Summary Notes From Investor Meetings with Management

Damora Therapeutics, Inc. Summary Takeaways from the Road: Mgmt Confident '001's Properties and CALR Space

Learnings Support High Oppty

EQT Corporation Summary Quarterly Check-Up: 2Q26

Fifth Third Bancorp Summary Model Update: Adjusting Earnings Estimates

Knife River Corporation Summary Pre-Q2 Model Update

NewAmsterdam Pharma Summary Straight From The Heart: Patient Survey Reveals Obicetrapib Well-Positioned To

Capture Share

Northern Trust Corporation Summary Model Update: Adjusting Earnings Estimates

The Williams Companies, Inc. Summary 2Q26 Earnings Preview and Thoughts on Unsubstantiated News Reports of

Potential Acquisition

Viridian Therapeutics, Inc. Summary We Refresh Our Thinking On The Lumvoa Launch and Remain Buyers as

Revenue Potential Appears Underappreciated

Vulcan Materials Company Summary Pre-Q2 Model Update

Industry Comments

Gene Therapy Sentiment Better than Summary