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June 3, 2026

Americas Small Cap Research Summary

Market ReportEquitiesConsumer StaplesHealth Care

A summary of recent Barclays research on Americas small-cap stocks, specifically covering updates for Yesway Inc., Arvinas, and Tyra Biosciences.

Key Takeaways

  • 1.Yesway Inc. (YSWY) reported strong Q1 results and maintains room for upside in its guidance through the year.
  • 2.Arvinas (ARVN) is de-prioritizing its ARV-806 program, a move consistent with its strategy to focus on differentiated programs.
  • 3.Tyra Biosciences (TYRA) has significant catalysts in 2024, including NMIBC data in August and achondroplasia data in Q4.

Table of Contents

  • Summary of Changes
  • Publications Summary
  • Consumer
  • Healthcare
  • Explanation of Summary of Changes table
  • Analyst(s) Certification(s)
  • Important Disclosures
  • Availability of Disclosures
  • Risk Disclosure(s)
  • Guide to the Barclays Fundamental Equity Research Rating System
  • 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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Authors

Seth SigmanEtzer DaroutLukas ShumwayEliana Merle

Securities

YSWYARVNTYRA

Themes

Small Cap Equity ResilienceBiotech Clinical Catalysts

Regions

North AmericaUnited States