Stifel Institutional

Thank you to everyone who joined us at Stifel's Cross Sector 1x1 Conference in Boston. Over two days, we welcomed approximately 400 public and private companies, as well as financial sponsors, facilitating 3,450+ one-on-one meetings that fostered meaningful dialogue, new connections, and valuable insights. In addition to a robust schedule of investor meetings, attendees participated in thought-provoking panel discussions covering some of the most important trends shaping today's business and investment landscape, including: • The impact of AI on software, cybersecurity, autonomy, and data center infrastructure • The growing demand for power and energy solutions, including nuclear, battery storage, and grid capacity • Macroeconomic themes, market outlook, housing policy, and the implications of a two-speed economy • Geopolitical developments affecting global supply chains, energy markets, and nearshoring strategies • Innovation across transportation, unmanned systems, and next-generation technologies The breadth of perspectives shared by industry leaders, company executives, investors, and Stifel analysts reinforced the importance of staying ahead of rapidly evolving market dynamics while identifying opportunities across sectors. Thank you to our clients, corporate partners, sponsors, speakers, and colleagues who helped make this year's conference a success! We look forward to continuing the conversations and building on the relationships established in Boston.

Stifel was pleased to serve as exclusive financial advisor to South Carolina Retina Institute on its strategic affiliation with Retina Consultants of America. #InvestmentBanking #Healthcare #FinancialAdvisor

We have raised our year-end S&P 500 target to ~7,800. The rally remains earnings-driven, fueled by a “running hot” economy and strong operating leverage. Concentration is at 40-year highs, while peak dispersion points to a rotation from mega-caps into equal-weight indices. With AI “shortage” trades echoing late-1990s hardware dynamics, we remain long AI capex winners into the peak, even as a more hawkish Fed pressures P/E multiples and earnings grow into current valuations. Stifel Equity Market Strategist Thomas Carroll, CFA breaks down our 3Q26 playbook in a recent interview with TheStreet. Watch here: https://lnkd.in/e8gi2NCr #SP500 #EquityMarkets #MarketOutlook #MarketStrategy #AI

Strong momentum across Healthcare Capital Markets to close out June! Stifel is proud to have supported three notable transactions in the life sciences sector: 🔹 $805MM Follow-on Offering for Definium Therapeutics 🔹 $284MM Follow-on Offering for uniQure 🔹 $700MM Convertible Senior Notes for Ligand Pharmaceuticals These transactions highlight continued investor engagement across innovative biotech platforms and creative capital solutions, even in a dynamic market backdrop. We’re excited to partner with leading companies advancing next-generation therapies and help position them for long-term growth. #Healthcare #Biotech #CapitalMarkets #EquityCapitalMarkets #LifeSciences #InvestmentBanking

How impactful are the Trump administration’s recent regulatory changes for banks? Brian Gardner, Stifel’s Chief Washington Policy Strategist, joins IntraFi's Banking with Interest podcast to break down what is changing in Washington and what it means for the banking industry. Key topics include: - What banks still misunderstand about Washington’s policymaking process - The improving outlook for M&A activity - What Kevin Warsh’s first press conference revealed about the policy landscape - How the result of the 2026 midterm elections could reshape bank regulation Listen to the episode here: https://lnkd.in/eYUc8QXH #Banking #Washington #Policy #Fed

Stifel was pleased to serve as lead left bookrunning manager to Cardinal Infrastructure Group on its $335.8 million follow-on offering. Learn more: https://lnkd.in/eGMRV96J #investmentbanking #infrastructureservices

Are the financial markets miscalculating ongoing political risks abroad? In the latest episode of Potomac Perspective, Stifel Chief Washington Policy Strategist Brian Gardner and co-host Neil Shapiro have the latest fallout from military action overseas. 💡Also discussed: ❓Are oil companies price gouging at the pump? ❓Is it crunch time for a crypto bill? ❓What are the key takeaways from the latest primary elections?   🎙️Listen here: https://lnkd.in/gtdY6J-2 #geopolitics #capitalmarkets #oil #gas #crypto #elections #congress

A thumbs up from members of Team Stifel visiting the NYSE! Stifel Equity Market Strategist Thomas Carroll, CFA, accompanied by Head of Corporate Communications Neil Shapiro, Corporate Communications Manager Evan Roesen, and Equity Research intern Beach Kuhl were at the New York Stock Exchange for a taping with TheStreet and tour of the floor! #NYSE #marketstrategy #internship #TeamStifel

Stifel’s summer interns in Fixed Income Capital Markets got a firsthand look at the heart of global finance with recent visits to the New York Stock Exchange and the set of CNBC's Fast Money. A huge thank you to everyone at the NYSE and CNBC for treating our next generation of financial professionals to a true New York experience. Opportunities like these help spark the careers of tomorrow. #interns #internship #FICM #NYSE #finance #careers

Stifel was pleased to serve as financial advisor to Robinson Engineering, Ltd. on its merger with DJ&A. Learn more: https://lnkd.in/gY9MCgus #investmentbanking #financialadvisor #merger #infrastructureservices