Research Alert: CFRA Maintains Hold Rating On Shares Of Sentinelone, Inc.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:

We increase our target price to $17, from $16, on an EV/S of 4.2x our FY 27 (Jan.) sales forecast of $1.203B, below its three-year average on a softer revenue guide. We raise our FY 26 EPS projection to $0.36 from $0.33, and lift our FY 27 EPS forecast to $0.48 from $0.46. S reported Q1 FY 27 revenue of $277M, up 21% Y/Y, with total ARR reaching $1,163M, growing 23% Y/Y and accelerating sequentially. A record net new ARR of $44M rose 55% Y/Y, due to new logos and expansion, while customers with $100K+ ARR grew 17% to 1,702, reflecting strong upmarket momentum. We note that emerging products continue to be a meaningful growth driver for the firm, and highlight that non-endpoint solutions (AI Security, Data, Cloud) now constitute approximately 50% of total ARR, reflecting its diversified portfolio. While several metrics and management's commentary suggest strong demand, its conservative outlook gives us pause on a more bullish view. Restructuring initiatives also risk sales disruptions ahead.

Research Alert: CFRA Maintains Sell Opinion On Shares Of Hp Inc.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our price target by $1 to $17, 6x our FY 27 (Oct.) EPS view ($2.83), below HPQ's three-year historical average (~8x) given structural headwinds and rapid memory price increases. We raise our FY 26 EPS view by $0.08 to $2.99 and lower FY 27's by $0.15 to $2.83. Q2 results were impressive on paper, led by Personal Systems (71% of sales) growing by 10% in constant currency, up from Q1's 9% growth pace. Still, we think sales results are being boosted by unsustainable pull-in effects amid the rising price environment, and we expect HP to soon run out of lower-cost inventory that is allowing it to sustain its resilient margin performance (non-GAAP operating margin 7.5% in Q2, up 20 bps Y/Y). AI PCs should continue rising as a proportion of the PC mix (following a solid 44% contribution in Q2, +900 bps Q/Q), but we think this positive is more than offset by cost volatility that not only includes memory components but increasingly oil-based resins for the Printing business (59% of non-GAAP operating profit).

$HPQ

RBC Target Lifted $21 at CIBC, But Neutral Reiterated

RBC reported a better second quarter versus the prior one, CIBC said, noting RBC's stock has regained its premium multiple and was trading at 15.4x P/E (NTM consensus), a 7% premium to the group. CIBC's estimates move modestly higher on NII and asset-based fees. CIBC increased its price target to $279 (from $258) based on a higher EPS estimated and a higher industry multiple. CIBC reiterated its Neutral rating.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $259.91, Change: $-0.63, Percent Change: -0.24%

$RY.TO

TD Price Target Raised $13 at CIBC, But Kept at Neutral

CIBC noted TD Bank (TD.TO, TD) reported a "solid" second quarter, including in credit. Expense efficiencies were better than CIBC had expected and CIBC has revised its forward assumptions, resulting in higher EPS estimates. CIBC noted TD was trading at 15.3x P/E (NTM consensus), a 6% premium to the group average and effectively in line with RBC (RY.TO, RY). "We like the results, but valuation remains a challenge for us," CIBC added.CIBC's price target increases from $151 to $164 based on revised EPS estimates and a higher target multiple for the group. CIBC reiterated its Neutral rating.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $156.49, Change: $+0.31, Percent Change: +0.20%

$TD.TO

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Research Alert: CFRA Maintains Sell Opinion On Shares Of Hp Inc.

RBC Target Lifted $21 at CIBC, But Neutral Reiterated

TD Price Target Raised $13 at CIBC, But Kept at Neutral