This report summarizes equity research updates for three Americas-based small-cap companies: Definitive Healthcare, Xencor, and Similarweb. Barclays maintains divergent ratings across these names based on recent operational and market developments.
Key Takeaways
- 1.Definitive Healthcare Corp remains Underweight rated due to persistent churn as a headwind.
- 2.Positive Ph2 clinical data for SPY002 validates the TL1A efficacy benchmark for Xencor, Inc.
- 3.Similarweb Ltd. is seeing improved enterprise deal momentum and increased demand for AI data infrastructure.
Table of Contents
- Summary of Changes
- Publications Summary
- Healthcare
- Technology
- Analyst(s) Certification(s)
- Important Disclosures
- Availability of Disclosures
- Risk Disclosure(s)
- Guide to the Barclays Fundamental Equity Research Rating System
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Authors
Glen SantangeloPeter WarendorfJenna DavidnerEtzer DaroutLukas ShumwayRaimo Lenschow
Securities
DHXNCRSMWB
Themes
AI InfrastructureClinical Validation
Regions
North AmericaUnited States