CFRA graded its own 2026 forecast calls at mid-year — see which ones outperformed, and which missed.

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Solutions
- Research Type
  - ETF Data & AnalyticsThe data and analytics you need to navigate the ETF universe.
  - ETF & Mutual Fund ResearchA forward focused, holistic approach to fund insights.
  - Forensic Accounting ResearchUnderstand implications of public company financial reporting.
  - Fundamental Equity ResearchGain a comprehensive view of global themes, industries, and companies.
  - Public Policy & Legal ResearchIdentify opportunity and risk driven by public policy and the courts.
  - Technical ResearchGiving you confidence to navigate any market cycle.
Who We Serve
- Client Type
  - Wealth ManagementFull-service Broker-Dealers, Online Broker-Dealers, Wealth Management Firms, Private Banks, RIAs
  - Institutional InvestorsHedge Funds, Asset Managers, Pension Funds, Sovereign Wealth Funds, Private Equity, Family Offices
  - Financial AdvisorsFinancial Advisors, Relationship Managers, Wealth Managers
  - Individual InvestorsSelf-directed individual investors
Blog
Insights
About
- About CFRA
  - Contact Us
  - Careers
Login

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Fundamental, Research

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[CVS, CI, UNH, ELV]: Entrenchment of PBM Overhang with More Bills Expected

[CVS, CI, UNH, ELV]: Entrenchment of PBM Overhang with More Bills Expected

Policy & Legal, Research

No relief for PBMs [CVS (CVS), Cigna (CI),...

Old Revenue Is New Again

Old Revenue Is New Again

Forensic, Research

Business model shift makes unbilled revenue recognition "new" and deferred revenue declines...

Scotts Has Commitment Issues

Scotts Has Commitment Issues

Forensic, Research

Scotts inventory risks may prevent them from Miracle-Growth...

Unsustainable Revenue at a Merger Target

Unsustainable Revenue at a Merger Target

Forensic, Research

EPS accretion merger targets look unrealistic...

More “Below the Line” Expenses and Cost Capitalization in FY20

More “Below the Line” Expenses and Cost Capitalization in FY20

Forensic, Research

ATO-FR operating margin and FCF lower than management claims...

A Tale of Two Drinks

A Tale of Two Drinks

Forensic, Research

We raise the concern that continued product shortages may result in revenue softness for SAM-US...

Pea Protein in the Inventory, More Than Nine Days Old

Pea Protein in the Inventory, More Than Nine Days Old

Forensic, Research

Mismatches between inventories and gross margins go "beyond" the norm...