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Research Alert: CFRA Maintains Buy Rating On Shares Of Palantir Technologies Inc.

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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 lower our target price to $192 from $203, based on an EV/S of 60x our 2026 sales forecast of $7.665 billion, above its three-year average on sequential growth acceleration. We increase our 2026 EPS estimate to $1.39 from $1.25 and lift our 2027 EPS forecast to $1.97 from $1.61. PLTR reported exceptional first quarter results with revenue surging 85% Y/Y to $1.633B, driven by triple-digit U.S. growth of 104%. U.S. Commercial revenue grew 133% Y/Y (would have been 143% excluding a customer transition to government), while U.S. Government revenue expanded 84% to $687M. The quarter showcased PLTR's strong execution with its AIP platform dominance driving U.S. growth, with management emphasizing AIP's unique position as the "no slop zone" for enterprise AI. The large upward revision in the full year revenue guidance ($466M at the midpoint of the range) supports our view that demand remains durable, and PLTR continues to take share in its space. Profitability metrics demonstrated strong margin expansion.

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Research Alert: Grab Achieves $120m Q1 Profit With 24% Revenue Growth, Reaffirms Guidance

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Grab posted strong Q1 2026 results with revenue of $955M (+24% Y/Y) and net profit of $120M vs. $10M in the prior year, marking the second consecutive quarter of GAAP profitability. Adjusted EBITDA surged 46% Y/Y to $154M, with margin expanding 250 bps to 16.2%, demonstrating operating leverage in all segments including Mobility GMV growth of 23% and Deliveries GMV expansion of 25%. Key strategic milestones include securing Singapore's inaugural cross-border ride-hail license for the Singapore-Johor corridor and announcing its first international expansion through the acquisition of Taiwan's foodpanda. Executing $500M in share repurchases reflects management's confidence. Management maintained full-year 2026 revenue guidance of $4.04B-$4.10B and $700M-$720M in Adjusted EBITDA, which in our view, indicates confidence in sustained momentum. Financial Services revenue grew 43% to $107M with loan portfolio more than doubling to $1.4B, while strong advertising monetization led Deliveries profitability improvements.

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Research Alert: CFRA Maintains Hold Opinion On Shares Of Alliant Energy Corporation

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 by $2 to $75, valuing LNT at 21.5x our next-12-month EPS view. We trim our 2026 EPS view by $0.03 to $3.42 and trim 2027 by $0.02 to $3.68. Rate base growth stemmed from investments in generation, energy storage, and transmission assets, along with higher allowance for funds used during construction. LNT signed an additional ~370 MW electric service agreement in Iowa, bringing total contracted data center demand to ~3.4 GW (up from 3 GW previously), with the potential to add another 2-4 GW depending on ongoing negotiations. LNT now has five fully executed data center agreements, with three projects under active construction. In our opinion, the strategic focus on capacity-only electric service agreements, supported by flexible generation (simple cycle natural gas and battery storage), aligns capital deployment with revenue growth while preserving optionality for future energy needs. We think EPS and dividend growth (2025-2028) is attractive at 7.6% and 6.1%, respectively.

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Research Alert: CFRA Maintains Hold Opinion On Shares Of Builders Firstsource, Inc.

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