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Research Alert: CFRA Maintains Hold Rating On Shares Of Equifax, 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 12-month target price by $35 to $175, based on 18.6x our 2027 EPS estimate vs its three-year historical forward P/E average of 31.7x and the peer average of 13.9x. We decrease our 2026 EPS view to $8.46 from $8.54 and our 2027 EPS to $9.40 from $9.60. We have become more cautious on EFX, though we remain positive on the new product rollout and the Vitality Index achieving 17% in Q1. The latest tri-merge note from Washington Analysis, CFRA's policy team, highlights that while GSEs confirmed "not initially" changing tri-merge requirements, FHFA exploration of single-report options creates persistent regulatory uncertainty that weighs on the stock's valuation multiple. The Iran conflict threatens to disrupt recent strong credit quality and spending trends through potential oil price shocks and economic volatility, which could suppress mortgage origination volumes. We see AI innovation as an emerging risk that could introduce longer-term structural challenges to the bureau oligopoly business model.

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Research Alert: Nordson: Q2 Fy 26 Results Top Expectations, Guidance Lifted

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:NDSN delivered strong Q2 FY 26 (Oct.) results, with sales of $741M (+8% Y/Y) and adjusted EPS of $2.86 (+18% Y/Y), beating consensus of $2.85. Organic sales growth of 7% was broad-based across segments, with favorable foreign exchange rates contributing an additional 3%. Order backlog growth of 18% was encouraging, reflecting demand recovery that we see providing stronger visibility and positioning NDSN well for growth. Management raised full-year guidance for both sales and adjusted EPS as demand conditions brighten. Segment performance was mixed, with Industrial Precision Solutions achieving 10% sales growth but experiencing 100-bps EBITDA margin compression to 35%. Advanced Tech Solutions was the standout performer, posting 8% organic growth while expanding EBITDA margins 200 bps to 27%, driven by strong electronics demand. Free cash flow conversion was robust at 113% of adjusted net income, enabling the strategic CapstanAG acquisition to expand precision agriculture capabilities.

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Research Alert: Urban Outfitters Q1 Beats Estimates On Namesake And Free People Strength

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:URBN delivered record Q1 FY 27 results with net sales of $1.48B (+11.4% Y/Y), $20M above estimates, and EPS of $1.30 (+12.1% Y/Y), $0.16 above consensus. Performance was driven by broad-based strength across segments, with Retail sales advancing +8.0% Y/Y and comparable sales increasing +5.6% Y/Y, led by Free People (+9.8% Y/Y) and Urban Outfitters (+9.3% Y/Y). The Subscription segment surged +34.5% Y/Y to $167.3M, while the company repurchased $300M in shares during the quarter. Management expressed confidence in the company's trajectory, citing engaged customers responding to compelling fashion trends. Gross margin contracted 16 bps to 36.6% due to a prior-year gain, though underlying margin improved 20 bps from better markdown discipline. We believe the impressive growth in the subscription business, which is becoming a larger portion of total revenues, supports the investment thesis as URBN continues to diversify beyond traditional retail.

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Research Alert: Nvda: Jul-q Guide Well Above Expectations; Returning More Cash To Shareholders

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:NVDA posted Apr-Q revenue of $81.6B (+85% Y/Y, +20% Q/Q), ahead of our $79B expectation, with Data Center revenue of $75.2B (+92%, +21%) representing over 90% of total revenue and $2B above expectations. Non-GAAP EPS of $1.87 (+140% Y/Y) beat the $1.78 consensus, while gross margins remained stable at 75.0%. We view the new reporting framework splitting Data Center into balanced Hyperscale ($37.9B) and ACIE ($37.4B) segments as demonstrating expansion beyond traditional hyperscalers into sovereign AI and enterprise applications. Jul-Q guidance of $91.0B (+/- 2%) came well ahead of our $87B expectation, indicating continued sequential growth momentum. NVDA announced an additional $80B share repurchase authorization and dividend increase to $0.25 per share, signaling confidence in the business trajectory. We continue to anticipate the company will generate over $400B in FCF over the next eight quarters and think returning more cash to shareholders is warranted as top-line growth decelerates over time.

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