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Research Alert: CFRA Lifts Rating On Shares Of Teva Pharmaceutical Industries To Buy From Hold

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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 price to $42 from $36, 13.6x our 2027 EPS forecast of $3.09, aboveTEVA's historical forward P/E average, justified in our view, by its improving growth prospects. We lower our 2026 EPS estimate to $2.11 from $2.77 to adjust for the Emalex acquisition impact. We keep our 2027 EPS estimate at $3.09. Teva reported a solid Q1, beating expectations, driven by the continued strong performance of its innovative growth engines (AUSTEDO, AJOVY, and UZEDY) which collectively grew 41% and are successfully offsetting the anticipated revenue decline from the loss of exclusivity for the generic REVLIMID. The newly announced $700M Emalex acquisition, expected to close in Q3, is a significant strategic move, and a major positive, in our view. The deal will bring the NDA-ready, first-in-class lead asset Ecopipam to treat Tourette syndrome, which has a significant unmet need, into Teva's neuroscience pipeline. We think the acquisition can accelerate TEVA's shift toward innovative, high-margin products.

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Research Alert: Team: Results And Guidance Surpass Expectations As Cloud Growth Accelerates

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:TEAM delivered a strong Q3 beat with non-GAAP EPS of $1.75 exceeding consensus by $0.41, while total revenue of $1.787B grew 32% Y/Y, surpassing expectations by $90M. Cloud revenues of $1.132B accelerated to 29% growth from 26% in Q2, while Data Center sales of $560.7M surged 44% Y/Y, reaccelerating from Q2's 20% growth. RPO growth accelerated again, up 37% Y/Y reaching $3.996B, demonstrating strengthening demand and larger customer commitments driven by its AI-powered System of Work strategy. Despite restructuring charges of $223.8M, non-GAAP operating margin expanded 800 bps Y/Y to 34%, while free cash flow of $561.3M represented a 31% margin, up from Q2's 11%. Management raised FY 26 revenue growth guidance to 24% from 22%, with operating margin guidance improving to 29% from 25.5%. We view the balanced growth across Cloud migration and Data Center expansion as positive, demonstrating TEAM's ability to optimize customer transitions while maintaining strong operational leverage.

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