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Research Alert: CFRA Moves To Buy From Hold On Shares Of Lowe's Companies, 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:

Our 12-month target price of $249 (down from $274) is 20x our FY 27 EPS view of $12.44. The multiple is a premium to the ten-year P/E mean of 18.3x, justified by secular demand drivers, including an aging U.S. housing stock, record home equity levels, and a U.S. home shortage. Additionally, we think recent acquisitions will position LOW for significant market share gains. Our FY 27 EPS view of $12.44 is revised from $12.45 and FY 28 EPS of $13.34 is revised from $13.64. Although we think markets are pricing in the pressured existing housing market as a result of the higher-for-longer interest rate environment and higher fuel prices, we see LOW as positioned to offset some of this pressure with its recent acquisitions, which target the new housing market and commercial demand, as it has recently won new contracts for projects like data centers, stadiums, and municipalities. We also see LOW continuing to benefit from demand in its appliances departments, which should continue as the replacement cycle gains momentum.

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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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