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Research Alert: Power Corporation Of Canada Posts 17% Higher Q1 Operating Eps

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

POW reported strong Q1 2026 adjusted EPS of CAD1.43 vs. CAD1.22 a year ago, reflecting broad-based strength across most operating segments and matching our CAD1.42 estimate and the CAD1.43 consensus view. Net earnings from continuing operations rose 19% to CAD820M, while EPS increased nearly 21% to CAD1.29 vs. CAD1.07 in the prior-year period, demonstrating solid operational execution. The results highlight POW's ability to deliver consistent performance across its diversified portfolio of operating companies. Net EPS growth exceeded 20%, underscoring the company's strong earnings momentum and effective capital allocation strategies. The robust performance across most business segments reflects the resilience of POW's operating model and the underlying strength of its key subsidiaries. These solid Q1 results position POW favorably as it continues to execute on strategic initiatives and optimize value creation across its portfolio companies.

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CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:FNV reported Q1 adjusted EPS of $2.38 vs. $1.07 prior year, $0.30 above consensus, with record revenue of $650.7M (+77% Y/Y) driven by gold averaging $4,875/oz (+70% Y/Y) and silver at $84.39/oz (+165% Y/Y). Adjusted EBITDA margins expanded to 91.0% from 87.4%, generating record adjusted EBITDA of $591.9M (+84% Y/Y). We believe FNV's capital-light model provides superior leverage to commodity prices while avoiding operational risks including cost inflation and technical challenges. Management maintained 2026 guidance of 510,000-570,000 GEOs, with ~90% from precious metals. Recent acquisitions totaling ~$515M, including i-80 Gold ($250M) and Casa Berardi ($100M), enhance growth while maintaining the debt-free balance sheet with $3.4B available capacity. Panama's authorization to process Cobre Panama stockpiled ore provides optionality, with potential for 150,000-175,000 annual GEOs if full restart occurs, though timing remains uncertain.

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CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:CSU delivered strong Q1 results, with revenue of $3.18B (+20% Y/Y), beating consensus by $40M, driven primarily by acquisitions with organic growth of 6% (2% FX-adjusted). Net income surged 170% to $367M ($17.32 EPS) versus $136M ($6.41 EPS) in the prior year, well above consensus of $9.95, benefiting from revenue growth, operational leverage, and favorable non-operating items including a $76M IRGA/TSS membership liability revaluation gain. The company continued executing its acquisition-driven growth strategy, deploying $809M in Q1, with an additional $786M committed post-quarter. The recurring revenue model demonstrated strength, with maintenance and other recurring revenue growing 22% to $2.44B, representing 77% of total revenue. Free cash flow available to shareholders jumped 44% to $733M, reflecting improved working capital management and operating leverage, while the balance sheet remained solid, with $3.01B in cash.

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Research Alert: CFRA Maintains Buy Rating On Shares Of Jfrog Ltd.

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 $79 from $61. This is based on a forward EV/S multiple of 13x our 2027 sales projection of $741M, above its three-year average. We raise our 2026 EPS view to $0.97 from $0.92 and our 2027 EPS forecast to $1.12 from $1.10. FROG reported solid Q1 beats, with total revenue of $154M, up 26% Y/Y and exceeding expectations, driven by cloud revenue of $78.9M (up 50% Y/Y), which crossed 51% of total revenue for the first time. Self-managed revenue grew 8% to $75.1M. The company is benefitting from AI tailwinds through accelerating cloud adoption and expanding enterprise relationships, evidenced by 120% net dollar retention during the quarter. Despite competitive risks, we believe FROG's platform remains highly relevant in an AI environment as a system of record managing both legacy binaries and AI-generated artifacts. FROG also announced its first $300M share repurchase authorization.

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