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Research Alert: T-mobile Posts Industry-leading Q1 Results, Adds 217k Postpaid Accounts

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

T-Mobile reported Q1 2026 EPS of $2.27 vs $2.58 in Q1 2025, impacted by $476M UScellular merger costs and $105M transformation expenses, though service revenues grew 11% to $18.8B, with postpaid service revenue up 15% to $15.6B. Postpaid net account additions of 217k (+6% Y/Y) demonstrated continued market share gains despite earnings pressure from strategic investments. Industry-leading operational performance reflects network differentiation driving customer acquisition, with record switcher share citing network quality and fastest fixed wireless speeds. Management raised 2026 guidance for postpaid adds to 950K-1.05M, EBITDA to $37.1B-$37.5B, and FCF to $18.1B-$18.7B. Strong FCF of $4.6B enabled $6.0B stockholder returns, with Board increasing authorization to $18.2B from $14.6B. We expect continued profitable growth through network leadership, fiber expansion targeting 3M-4M customers by 2030, and scaling of T-Ads and T-Mobile Visa services.

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CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Qiagen's preliminary Q1 2026 net sales fell by 1% CER, missing the company's outlook for at least 1% growth, while reported sales grew 2% to USD492M, below consensus' USD501M. Preliminary adjusted EPS of USD0.54 was in line with the outlook, though overall results were dragged by QuantiFERON sales declining 5% CER due to reduced immigration testing demand in the U.S. and Middle East. The company downgraded 2026 guidance to 1%-2% CER sales growth (from at least 5% previously) and adjusted EPS to at least USD2.43 CER (from USD2.50 previously), expecting stronger trends in 2H, supported by acquisition benefits and sequential QuantiFERON improvement. We view the sales miss and lowered outlook as disappointing, but still see QuantiFERON as a main growth contributor, while the Parse acquisition should strengthen Qiagen's competitive position. That said, monitoring progress in other patient testing groups for QuantiFERON remains key. Full Q1 results are scheduled for May 6, 2026.

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Research Alert: Shell Agrees To Buy Arc Resources For Usd16.4b

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Research Alert: Nucor Posts Strong Q1, Beats On Revenue And Eps

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Nucor reported Q1 2026 adjusted EPS of $3.23, significantly above $0.77 prior year and beating consensus by $0.41, with revenues of $9.50B exceeding estimates by 7.1%. Steel mills posted record quarterly shipments of 7.0M tons with segment earnings more than doubling sequentially to $1.128B as external pricing improved to $1,074 per ton (+14% Y/Y) and utilization climbed to 86%. We believe operational execution remains strong across segments, with steel products earnings rising 24% sequentially and broad-based volume recovery evident. Management guided for higher Q2 earnings across all segments on price improvement and stable to growing volumes. With capex declining 18% sequentially to $661M and $2.48B in cash, Nucor returned $250M to shareholders with $3.97B remaining under buyback authorization. We expect accelerating free cash flow generation will support enhanced shareholder returns, though valuation ultimately depends on pricing power persistence amid upcoming industry capacity additions in 2027.

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