Americas Small Cap Research Summary

A Barclays research summary covering rating and price target updates for Americas small-cap stocks including Tenable, Braze, Arvinas, and Cushman & Wakefield.

Key Takeaways

• 1.Tenable Holdings (TENB) expects to achieve the 'Rule of Forty' performance metric by the end of FY29.
• 2.Braze Inc. (BRZE) is showing accelerating growth driven by strong enterprise bookings and displacement of incumbents like Salesforce and Adobe.
• 3.The Phase 2 LUMA trial failure for Arvinas (ARVN) is viewed as having limited relevance to the core company thesis due to differing mechanisms of action.

Table of Contents

• Summary of Changes
• Company Research
• Publications Summary
• Financial Services
• Healthcare
• Technology
• Analyst(s) Certification(s)
• Important Disclosures
• Availability of Disclosures
• Risk Disclosure(s)
• Guide to the Barclays Fundamental Equity Research Rating System
• Legal entities involved in producing Barclays Research
• Disclaimer

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