Americas Small Cap Research Summary

This Barclays research summary provides updates on Americas small-cap stocks including Cushman & Wakefield, Arvinas, Braze, and Tenable Holdings, following recent investor events and trial results.

Key Takeaways

• 1.Tenable Holdings expects to reach the 'Rule of Forty' financial performance metric by the end of FY29.
• 2.The failure of the LUMA trial (BIIB122) for Parkinson's disease is considered to have a limited impact on the core investment thesis for Arvinas (ARVN).
• 3.Braze Inc. is positioned for a favorable 1Q27 setup driven by strong enterprise bookings momentum and an easier year-over-year comparison.

Table of Contents

• Summary of Changes
• 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
• Stock Rating
• Industry View
• Distribution of Ratings
• Guide to the Barclays Research Price Target
• Types of investment recommendations produced by Barclays Equity Research
• Disclosure of other investment recommendations produced by Barclays Equity Research
• Legal entities involved in producing Barclays Research
• Disclaimer

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