MWB Research on Tuesday initiated coverage of airline company Deutsche Lufthansa (LHA.F) with a buy rating and a price target of 21.00 euros.
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CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our target to $259 from $211 on 35x our 2027 EPS estimate, reflecting TWLO's transformation into an AI communications infrastructure provider with rapidly improving growth and profitability metrics. We increase our 2026 and 2027 EPS views to $5.99 and $7.39, up from $5.92 and $7.02, respectively. This is driven by accelerating AI demand and ongoing margin expansion. We believe the premium valuation is warranted given the company's positioning as essential communications plumbing for AI agents and inflecting business momentum. Recent results reinforce this trajectory, with Voice revenue growth accelerating to 20% in Q1 (the highest in years), organic revenue growth reaching 16%, and DBNER expanding to 114%, trends we believe are sustainable through 2027 as AI-native companies scale operations and industrywide agentic AI adoption continues. The company's profitability inflection is equally compelling, with non-GAAP operating margins expanding to 19.8% in Q1, pushing toward the 21%-22% target by 2027.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:GTLB delivered strong Q1 results with revenue of $264.2M (+23% Y/Y) beating consensus by $9.6M and non-GAAP EPS of $0.23 exceeding expectations by $0.03. Non-GAAP operating margin expanded 200 bps to 14%, reflecting meaningful profitability improvement from 12% in the prior year. However, customer metrics showed deceleration with customers above $5K ARR growing 7% Y/Y and those above $100K ARR up 18%, both slower than prior quarter, while dollar-based net retention declined 100 bps sequentially to 117%. Management detailed its restructuring plan involving a 14% workforce reduction of 350 employees and exiting 22 countries, expecting $30-35M in pre-tax charges with $19M anticipated in Q2. The company guided FY 27 revenue of $1,112-1,118M above consensus and non-GAAP EPS of $0.79-0.82, also beating Street estimates. Strong cash generation continued with operating cash flow of $149.2M (+40% Y/Y) and the company repurchased 2.4M shares during the quarter.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:ULTA's Q1 results beat expectations with revenue of $3.16B (+11.1% Y/Y) and EPS of $7.74 (+15.5%), driven by comp acceleration to +5.3% vs +2.9% prior and gross margin expansion of 100bp to 40.1%. The comp growth was balanced between +3.7% average ticket and +1.6% transaction growth, supporting the turnaround thesis alongside operational improvements including lower shrink and better merchandise margins. Management raised operating income guidance to 6.5% from 6% and EPS guidance to $28.36-$28.80 from $28.05-$28.55, while maintaining unchanged top-line expectations. This implies margin gains are proving durable with a clear path to earnings growth without accelerating revenue assumptions. FY comp guidance of +2.5% to +3.5% appears conservative relative to Q1's +5.3% print, leaving upside potential if trends persist. The combination of operational momentum, shrink improvement as a tailwind, and capital returns including $555M in Q1 repurchases supports the case for multiple stability or expansion.