Raymond James Equity Research

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[Raymond James Equity Research @RJResearch]

Bobby Zolper published his resumption of coverage of $GEV noting the positive cyclical setup for the company with his focus on its high multiple and difficulty reconciling consensus' expectations for FCF generation in out-years.

[Raymond James Equity Research @RJResearch]

Bobby Griffin published on $YSWY following the company's 1Q26 report that featured guidance for the year that exceeded consensus expectations with his focus on fuel margins and continued same-store sales momentum.

[Raymond James Equity Research @RJResearch]

Brian Peterson & Alex Sklar published, "Application Software|Down But Not Out – Is Software Getting Off the Mat?" with recent significant flurries of buying across the group in the last few days with the names they favor in the app software space.

[Raymond James Equity Research @RJResearch]

Savi Syth published $RYAAY "Finding Gold at the End of the Runway – Management Meeting Highlights" with discussion of the benefits of airport capacity growth in their markets, their shift to industry leadership in technology and other important drivers.

[Raymond James Equity Research @RJResearch]

Brian Vaccaro published on $SHAK after the company lowered its 2Q/2026 guidance, noting that margin volatility has increased while reminding investors that comp guidance improved with his focus on the unit growth opportunity and risk:reward.

[Raymond James Equity Research @RJResearch]

Tyler Brown initiated coverage of $FDXF with his view that the LTL "…industry leader is set to benefit from an improved ‘trucking cycle' and is torqued to a renewed focus on service allowing for pricing and volume opportunities…"

[Raymond James Equity Research @RJResearch]

Simon Leopold published $HPE "F2Q26 Report:AI Inferencing Drives Broad-Based Improvement…" following their solid F2Q26 beat and even better outlook that now extends into FY27, with comparison to DELL's report with his take on growth sustainability.

[Raymond James Equity Research @RJResearch]

Ryan Deschner published $PRQR "Previewing the First Clinical Proof-of-Concept Readout for an RNA Editor Outside of AATD" with his expectations for the target engagement readout, the success of which would also validate the Axiomer platform.

[Raymond James Equity Research @RJResearch]

Tiago Fauth published on $PRAX following a miss on vorma data with his focus on the lack of its read-through to relu's Phase 3 EMERALD data in 4Q26, along with Ulixa being the key stock-moving catalyst.

[Raymond James Equity Research @RJResearch]

Adam Tindle published $NSIT "CEO/CFO Webinar: A New Era Has Begun" having hosted mgmt. for meetings, coming aways with greater confidence that the new CEO is focused on optimizing the core business, adopting AI internally & moving on capital allocation.

[Raymond James Equity Research @RJResearch]

Jim Rollyson published on $AESI with focus on their materially increased distributed power growth plans which sets the stage for future timeline milestones in their evolution into a contender in power solutions.

[Raymond James Equity Research @RJResearch]

Ed Mills, Chris Meekins & Ellen Ehrnrooth published, "Washington Policy|2026 Midterm Election Outlook" with scenario analysis going into the elections in the House/Senate based on economic conditions, polls, off-year election momentum & other factors.

[Raymond James Equity Research @RJResearch]

Defense Technology analyst Brian Gesuale initiated coverage of $HAWK "On the Right Frequency for the 5th Defense Revolution" with the company combining vertically integrated satellite manufacturing, RF sensing expertise, & analytics/AI.

[Raymond James Equity Research @RJResearch]

Insurance analyst Greg Peters published on $PGR "Slower Auto and Housing Transaction Backdrop; Return Outlook Intact" but believes several factors support a more prolonged period of elevated returns.

[Raymond James Equity Research @RJResearch]

Biotech analysts Sean McCutcheon published on $RVMD "Full RASolute 302 Data Compelling, As Anticipated - Launch Ahead" after attending ASCO 2026.

[Raymond James Equity Research @RJResearch]

Semiconductors analyst Melissa Fairbanks published "Notes From the Road" after investor meetings where strong momentum in memory was top of mind, as well as AI datacenter dynamics across EMS, largely centered on the Flex business split, and NT expectations for $JBL

[Raymond James Equity Research @RJResearch]

Tyler Brown published on $UNP "Revised Merger Application Accepted, but Review Process on Hold Awaiting More Information" with thoughts on Thursday's STB decision.

[Raymond James Equity Research @RJResearch]

Olivia Tong published on $ULTA "1Q26 Earnings Preview" seeing upside to her estimates on intra-quarter channel checks and meetings, and manufacturers' commentary through March quarter-end.

[Raymond James Equity Research @RJResearch]

Chris Raymond published on $BMRN "ITC Brief Supports Claims Against ASND; Favorable Decision Could Re-Rate Stock in Short Order" with an update on its complaint that Yuviwel infringes Voxzogo IP.

[Raymond James Equity Research @RJResearch]

David Feaster initiated coverage on $MCHB, a West Coast regional bank with a strong core deposit base, low-risk balance sheet, and M&A driven growth.