Sadif Investment Analytics on Tuesday upgraded building materials distributor Travis Perkins (TPK.L) to hold from a strong sell rating.
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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 raise our target to $1,255 from $1,225, 28.9x our 2027 EPS view, below LLY's five-year historical forward P/E average. We lift our 2026 EPS to $37.03 from $36.97 and raise our 2027 EPS to $43.42 from $42.22. We think LLY's continuous focus on external innovation to diversify its pipeline remains a key differentiator versus peers. LLY announced three vaccine deals today as part of a strategic push into infectious disease prevention. LLY is acquiring Curevo for up to $1.5B, gaining access to amezosvatein, a next-gen shingles vaccine that demonstrated comparable efficacy to the current standard while reducing side effects in Phase 2 trials. LLY is also acquiring LimmaTech Biologics for up to $780M, bringing a bacterial vaccine platform targeting antimicrobial-resistant pathogens. LLY is also acquiring Vaccine Company for up to $1.55B, adding an in vivo nanoparticle tech platform and a Phase 1-ready Epstein-Barr Virus vaccine candidate addressing a pathogen linked to multiple sclerosis and certain cancers.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:ZS delivered strong Q3 FY 26 results, with non-GAAP EPS of $1.08 beating consensus by $0.07, while revenue of $850.5M grew 25% Y/Y, exceeding Street expectations by $14.8M. This marks consistent execution, with revenue growth maintaining the 25% level from Q2, demonstrating sustained business momentum across the platform. ARR growth remained solid at 25% Y/Y to $3.525B, with organic growth of 21% excluding the Red Canary acquisition contribution. The sequential improvement in net new ARR and record operating margin expansion to 23% reflect stronger demand and improved execution, in our view. Management raised full-year revenue guidance to $3.3295B-$3.3325B (24.6%-24.7% growth) and non-GAAP EPS guidance to $4.10-$4.11, both above consensus estimates, and benefiting from a reduced tax rate. However, FCF margin guidance was lowered to 22.8%-23.3% from 26.5%-27.0% due to higher capex investments, though we believe continued platform expansion investments position ZS well for sustained long-term growth.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:SMTC posted better-than-expected Apr-Q results, with revenue of $291.0M vs. $283.5M consensus, up 6% sequentially and 16% Y/Y. Non-GAAP adjusted operating margin expanded to 20.4% from 19.0% prior year, while adjusted diluted EPS surged 34% to $0.51, beating $0.45 consensus. Strong performance was driven by robust demand across the semiconductor portfolio, particularly within the Signal Integrity segment which generated $102.0M (+39% Y/Y) with 62.7% gross margin, benefiting from data center demand for next-generation optical interconnect technologies. Jul-Q guidance exceeded expectations, seeing revenue of $328.0M and adjusted diluted EPS of $0.61, representing approximately 13% sequential revenue growth and continued margin expansion to 21.9% adjusted operating margin, vs. consensus $301M/$0.51. We see upside as FiberEdge and CopperEdge 1.6T revenues will layer onto the existing growth base, with SMTC expecting data center growth to accelerate throughout the year.