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Research Alert: CFRA Keeps Hold Opinion On Shares Of Power Corporation Of Canada

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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 12-month target price by CAD15 to CAD85, valuing the shares at 14x our 2026 adjusted EPS estimate of CAD6.00 (raised today from CAD5.85) and at 13x our 2027 EPS estimate of CAD6.55 (raised from CAD6.40), vs. the shares' three-year average forward multiple of 10x and a peer average of 11x. POW reported strong Q1 2026 adjusted EPS of CAD1.43 vs. CAD1.22 a year ago, reflecting broad-based strength across most operating segments and matching our CAD1.42 estimate and the CAD1.43 consensus view. Net earnings from continuing operations rose 19% to CAD820M, while EPS increased nearly 21% to CAD1.29 vs. CAD1.07 in the prior-year period, demonstrating solid operational execution. We applaud these results, and reaffirm our 2026 operating revenue growth forecast of 7% to 12%. At current levels, shares trade at a premium to peers and historical averages are fairly valued, but we think they are worth holding given their 3.4% yield.

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Research Alert: CFRA Retains Hold Rating On Shares Of Brookfield Corporation

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We keep our CAD70 applying a conservative equity risk premium and a forward P/E of 14.3x compared to the five-year historical average at 16.0x that assumes a more conservative valuation framework. We are monitoring the pace of monetization across its operating businesses and distributions to limited partners in all private funds. BN's financial results are reported in U.S. dollars and our valuation metric takes into account the foreign exchange rate of USD1 equals CAD1.37. We think BN is well positioned for 2026 growth across all businesses. We decrease our 2026 distributed earnings (DE) by USD $0.20 to USD2.90 and 2027's by USD 0.10 to USD3.50, both just below the consensus, as we assess BN's realizations from investments that impact earnings in coming quarters. In Q1 2026, cash distributions were supported by solid operating earnings in BN's infrastructure, energy, and private equity businesses. BN believes capital markets remain constructive for high-quality, cash-flowing assets, including real estate.

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Research Alert: CFRA Keeps Hold Rating On Shares Of Klarna Group Plc

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:After digesting Q1 results, we raise our target by $2 to $18, 14.7x our 2028 EPS estimate, a discount to its historical trading average (36.1x) but more aligned with peers (14.3x). We increase our 2026 EPS view to $0.16 from -$0.14, keep 2027's at $0.68, and increase 2028's to $1.23 from $1.15. KLAR shares surged after the company reported a strong Q1, highlighted by accelerated growth and a pivotal return to net income profitability. This performance was fueled by the rapid scaling of its Fair Financing product and the increasing adoption of the Klarna Card, which expanded its merchant and user networks. Management signaled strong confidence by reiterating its full-year 2026 guidance, underscoring its strategy to become a default payment provider while leveraging its deposit-funded model. Despite the positive results, we think key risks remain, including rising transaction costs due to the shift to higher-cost products and the inherent credit risk associated with the rapid expansion of its loan book.

$KLAR
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Research Alert: Glob: Results And Guidance Near Expectations; Ai Pods Arr Steadily Rising

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:GLOB reported Q1 results near expectations, with revenue of $607M (-1% Y/Y) modestly exceeding consensus of $602M, while adjusted EPS of $1.50 (flat Y/Y) matched the Street view. Adjusted operating margin of 14.1% declined 80 bps Y/Y and came in below GLOB's guidance midpoint of 14.5%, with frictions visible from the company's ongoing business model transformation toward a more AI-centric model. Management reiterated its 2026 sales midpoint of $2.485B (0.2% growth ex-FX), nearly matching consensus ($2.484B), along with its full-year adjusted EPS view of $6.30 ($6.28). We find the continued guidance stability encouraging following recent share price weakness and AI existentialism, with GLOB increasingly positioning itself as an agentic orchestrator to counter these fears. AI Pods momentum remains a bright spot, with $33M of ARR in Q1 (up from $20M in 2025) and the AI Pods pipeline reaching $352M (+30% Q/Q), though faster sequential growth will be needed to reach GLOB's $60M-$100M target by year-end 2026.

$GLOB