BofA Stays Bearish on PATH: Soft Net New ARR and Flat Retention Overshadow the Beat
Revenue beat, but services mix, soft net new ARR, and flat retention weighed.
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Revenue beat, but services mix, soft net new ARR, and flat retention weighed.
TD Cowen calls Phase 3 intismeran + Keytruda results “compelling” and in the exceptional range. Wells Fargo says RFS exceeded expectations.
Biohaven’s Vyglxia resubmission for SCA accepted for review by the FDA. Target action date is the first quarter of 2027.
American Airlines forecasts a 2026 loss of $1.00–$1.60 per share as jet fuel prices outpace fare gains, despite record third-quarter revenue.
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