Americas Small Cap Research Summary

This Barclays report summarizes rating and estimate changes for several Americas small-cap stocks following 1Q26 earnings, highlighting significant price target cuts for Jack in the Box, National Vision, and Wix.com.

Key Takeaways

• 1.Significant price target reductions were issued for Jack in the Box, National Vision Holdings, and Wix.com following recent updates.
• 2.The Healthcare sector remains catalyst-heavy for the second half of 2026, particularly for small-cap biotech firms like Altimmune and Tyra Biosciences.
• 3.Macroeconomic headwinds, specifically inflation, are starting to impact the outlook for consumer staple companies like B&G Foods.

Table of Contents

• Summary of Changes
• Company Research
• Consumer
• Healthcare
• Internet & Media
• Power & Utilities
• Retail
• Explanation of Summary of Changes table
• Analyst(s) Certification(s)
• Important Disclosures

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