Americas Small Cap Research Summary

This Barclays Equity Research report provides a summary of rating and estimate changes for several Americas small-cap companies across healthcare, retail, financials, and technology sectors as of May 15, 2026.

Key Takeaways

• 1.Addus Homecare (ADUS) faces significant operational headwinds due to a CMS Medicare home health and hospice moratorium, halting incremental supply and near-term M&A.
• 2.Canada Goose (GOOS) reported strong sales growth (+18%) but carries risks to its FY27 guidance due to mix shifts impacting gross margins and broader macro challenges.
• 3.Anteris Technologies (AVR) remains on track for its PARADIGM pivotal trial enrollment by 1Q27, with management amping up focus on clinical execution.

Table of Contents

• Summary of Changes
• Publications Summary
• Financial Services
• Healthcare
• Industrials
• Retail
• Technology
• Analyst(s) Certification(s)
• Important Disclosures
• Availability of Disclosures
• Risk Disclosure(s)
• Guide to the Barclays Fundamental Equity Research Rating System
• Guide to the Barclays Research Price Target
• Disclaimer

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