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   <title>Twilio (TWLO) PT Raised to $315 at BTIG</title>
   <link>http://www.streetinsider.com/Analyst+PT+Change/Twilio+%28TWLO%29+PT+Raised+to+%24315+at+BTIG/27195319.html</link>
   <description>&lt;p&gt;BTIG analyst Nick Altmann raised the price target on Twilio (NYSE: TWLO) to $315.00 (from $285.00) while maintaining a Buy rating.&lt;/p&gt;&lt;p&gt;The analyst comments &quot;Anticipation of S&amp;P 500 inclusion (officially announced on 10/1) and rising enthusiasm around personal AI agents have lifted TWLO shares ~16% over the last 1.5 months, raising the bar heading into 3Q earnings. While we expect NT revenue contribution from personal AI agents to be modest and largely tied to Verify use-cases (more on pg. 2), the MT/LT opportunity is compelling and could unlock new and broader use-cases (2-way messaging, outbound AI voice, and cross-channel orchestration, etc.)</description>
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   <pubDate>Fri, 16 Oct 2026 06:07:01 -0400</pubDate>
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   <title>Twilio (TWLO) PT Raised to $315 at BTIG</title>
   <link>http://www.streetinsider.com/Analyst+Comments/Twilio+%28TWLO%29+PT+Raised+to+%24315+at+BTIG/27195319.html</link>
   <description>&lt;p&gt;BTIG analyst Nick Altmann raised the price target on Twilio (NYSE: TWLO) to $315.00 (from $285.00) while maintaining a Buy rating.&lt;/p&gt;&lt;p&gt;The analyst comments &quot;Anticipation of S&amp;P 500 inclusion (officially announced on 10/1) and rising enthusiasm around personal AI agents have lifted TWLO shares ~16% over the last 1.5 months, raising the bar heading into 3Q earnings. While we expect NT revenue contribution from personal AI agents to be modest and largely tied to Verify use-cases (more on pg. 2), the MT/LT opportunity is compelling and could unlock new and broader use-cases (2-way messaging, outbound AI voice, and cross-channel orchestration, etc.)</description>
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   <pubDate>Fri, 16 Oct 2026 06:07:01 -0400</pubDate>
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   <title>Twilio (TWLO) PT Raised to $320 at BofA Securities</title>
   <link>http://www.streetinsider.com/Analyst+PT+Change/Twilio+%28TWLO%29+PT+Raised+to+%24320+at+BofA+Securities/27182902.html</link>
   <description>BofA Securities analyst Koji Ikeda raised the price target on Twilio (NYSE: TWLO) to $320.00  (from $270.00) while maintaining a Buy rating.</description>
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   <pubDate>Wed, 14 Oct 2026 05:15:37 -0400</pubDate>
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   <title>Twilio (TWLO) PT Raised to $325 at Stifel</title>
   <link>http://www.streetinsider.com/Analyst+PT+Change/Twilio+%28TWLO%29+PT+Raised+to+%24325+at+Stifel/27182827.html</link>
   <description>&lt;p&gt;Stifel analyst J. Parker Lane raised the price target on Twilio (NYSE: TWLO) to $325.00 (from $300.00) while maintaining a Buy rating.&lt;/p&gt;&lt;p&gt;The analyst comments &quot;We expect a ~4pt top-line beat and a 4Q guide ahead that remains conservative (+11-12% organic, consistent with 3Q guide), with management consistently stating that they don't expect the recent ~&gt;5% beats to be the new normal for the business. We expect upside will continue to be anchored by strong messaging, voice, and software addon growth with the buildout and scaling of Voice agents serving as a key tailwind and focus area, especially with the emergence</description>
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   <pubDate>Wed, 14 Oct 2026 04:55:49 -0400</pubDate>
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   <title>Twilio (TWLO) PT Raised to $325 at Stifel</title>
   <link>http://www.streetinsider.com/Analyst+Comments/Twilio+%28TWLO%29+PT+Raised+to+%24325+at+Stifel/27182827.html</link>
   <description>&lt;p&gt;Stifel analyst J. Parker Lane raised the price target on Twilio (NYSE: TWLO) to $325.00 (from $300.00) while maintaining a Buy rating.&lt;/p&gt;&lt;p&gt;The analyst comments &quot;We expect a ~4pt top-line beat and a 4Q guide ahead that remains conservative (+11-12% organic, consistent with 3Q guide), with management consistently stating that they don't expect the recent ~&gt;5% beats to be the new normal for the business. We expect upside will continue to be anchored by strong messaging, voice, and software addon growth with the buildout and scaling of Voice agents serving as a key tailwind and focus area, especially with the emergence</description>
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   <pubDate>Wed, 14 Oct 2026 04:55:49 -0400</pubDate>
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   <title>Piper Sandler's Teen Survey Insights</title>
   <link>http://www.streetinsider.com/Analyst+Comments/Piper+Sandler%27s+Teen+Survey+Insights/27178746.html</link>
   <description>&lt;p&gt;The analysts commented: &quot;&lt;strong&gt;Footwear, Beauty and Brands:&lt;/strong&gt; Teen Survey: Beauty is Back! Most Constructive on ULTA and EL; We walk away from our 26th Annual Teen Survey (~9K teens) bullish on Beauty which grew HSD, improvement from -1% LY, with strength across categories, especially Haircare (+10%); for the teen girl, wallet share at 23% (+2-points y/y) is now at a survey high. Category no doubt is getting more competitive (as a favorite beauty destination, TikTok entered the top 10, Target edged up slightly, and off-price is on the list with TJX and ROST), Amazon maintained (as opposed to gained) both</description>
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   <pubDate>Tue, 13 Oct 2026 09:18:25 -0400</pubDate>
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   <title>Piper Sandler's Teen Survey Insights</title>
   <link>http://www.streetinsider.com/Analyst+Comments/Piper+Sandler%27s+Teen+Survey+Insights/27178746.html</link>
   <description>&lt;p&gt;The analysts commented: &quot;&lt;strong&gt;Footwear, Beauty and Brands:&lt;/strong&gt; Teen Survey: Beauty is Back! Most Constructive on ULTA and EL; We walk away from our 26th Annual Teen Survey (~9K teens) bullish on Beauty which grew HSD, improvement from -1% LY, with strength across categories, especially Haircare (+10%); for the teen girl, wallet share at 23% (+2-points y/y) is now at a survey high. Category no doubt is getting more competitive (as a favorite beauty destination, TikTok entered the top 10, Target edged up slightly, and off-price is on the list with TJX and ROST), Amazon maintained (as opposed to gained) both</description>
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   <title>Piper Sandler's Teen Survey Insights</title>
   <link>http://www.streetinsider.com/Analyst+Comments/Piper+Sandler%27s+Teen+Survey+Insights/27178746.html</link>
   <description>&lt;p&gt;The analysts commented: &quot;&lt;strong&gt;Footwear, Beauty and Brands:&lt;/strong&gt; Teen Survey: Beauty is Back! Most Constructive on ULTA and EL; We walk away from our 26th Annual Teen Survey (~9K teens) bullish on Beauty which grew HSD, improvement from -1% LY, with strength across categories, especially Haircare (+10%); for the teen girl, wallet share at 23% (+2-points y/y) is now at a survey high. Category no doubt is getting more competitive (as a favorite beauty destination, TikTok entered the top 10, Target edged up slightly, and off-price is on the list with TJX and ROST), Amazon maintained (as opposed to gained) both</description>
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   <pubDate>Tue, 13 Oct 2026 09:18:25 -0400</pubDate>
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   <title>Piper Sandler's Teen Survey Insights</title>
   <link>http://www.streetinsider.com/Analyst+Comments/Piper+Sandler%27s+Teen+Survey+Insights/27178746.html</link>
   <description>&lt;p&gt;The analysts commented: &quot;&lt;strong&gt;Footwear, Beauty and Brands:&lt;/strong&gt; Teen Survey: Beauty is Back! Most Constructive on ULTA and EL; We walk away from our 26th Annual Teen Survey (~9K teens) bullish on Beauty which grew HSD, improvement from -1% LY, with strength across categories, especially Haircare (+10%); for the teen girl, wallet share at 23% (+2-points y/y) is now at a survey high. Category no doubt is getting more competitive (as a favorite beauty destination, TikTok entered the top 10, Target edged up slightly, and off-price is on the list with TJX and ROST), Amazon maintained (as opposed to gained) both</description>
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   <title>Piper Sandler's Teen Survey Insights</title>
   <link>http://www.streetinsider.com/Analyst+Comments/Piper+Sandler%27s+Teen+Survey+Insights/27178746.html</link>
   <description>&lt;p&gt;The analysts commented: &quot;&lt;strong&gt;Footwear, Beauty and Brands:&lt;/strong&gt; Teen Survey: Beauty is Back! Most Constructive on ULTA and EL; We walk away from our 26th Annual Teen Survey (~9K teens) bullish on Beauty which grew HSD, improvement from -1% LY, with strength across categories, especially Haircare (+10%); for the teen girl, wallet share at 23% (+2-points y/y) is now at a survey high. Category no doubt is getting more competitive (as a favorite beauty destination, TikTok entered the top 10, Target edged up slightly, and off-price is on the list with TJX and ROST), Amazon maintained (as opposed to gained) both</description>
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   <title>Piper Sandler's Teen Survey Insights</title>
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   <description>&lt;p&gt;The analysts commented: &quot;&lt;strong&gt;Footwear, Beauty and Brands:&lt;/strong&gt; Teen Survey: Beauty is Back! Most Constructive on ULTA and EL; We walk away from our 26th Annual Teen Survey (~9K teens) bullish on Beauty which grew HSD, improvement from -1% LY, with strength across categories, especially Haircare (+10%); for the teen girl, wallet share at 23% (+2-points y/y) is now at a survey high. Category no doubt is getting more competitive (as a favorite beauty destination, TikTok entered the top 10, Target edged up slightly, and off-price is on the list with TJX and ROST), Amazon maintained (as opposed to gained) both</description>
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   <title>Piper Sandler's Teen Survey Insights</title>
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   <description>&lt;p&gt;The analysts commented: &quot;&lt;strong&gt;Footwear, Beauty and Brands:&lt;/strong&gt; Teen Survey: Beauty is Back! Most Constructive on ULTA and EL; We walk away from our 26th Annual Teen Survey (~9K teens) bullish on Beauty which grew HSD, improvement from -1% LY, with strength across categories, especially Haircare (+10%); for the teen girl, wallet share at 23% (+2-points y/y) is now at a survey high. Category no doubt is getting more competitive (as a favorite beauty destination, TikTok entered the top 10, Target edged up slightly, and off-price is on the list with TJX and ROST), Amazon maintained (as opposed to gained) both</description>
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   <title>Piper Sandler's Teen Survey Insights</title>
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   <description>&lt;p&gt;The analysts commented: &quot;&lt;strong&gt;Footwear, Beauty and Brands:&lt;/strong&gt; Teen Survey: Beauty is Back! Most Constructive on ULTA and EL; We walk away from our 26th Annual Teen Survey (~9K teens) bullish on Beauty which grew HSD, improvement from -1% LY, with strength across categories, especially Haircare (+10%); for the teen girl, wallet share at 23% (+2-points y/y) is now at a survey high. Category no doubt is getting more competitive (as a favorite beauty destination, TikTok entered the top 10, Target edged up slightly, and off-price is on the list with TJX and ROST), Amazon maintained (as opposed to gained) both</description>
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   <title>Piper Sandler's Teen Survey Insights</title>
   <link>http://www.streetinsider.com/Analyst+Comments/Piper+Sandler%27s+Teen+Survey+Insights/27178746.html</link>
   <description>&lt;p&gt;The analysts commented: &quot;&lt;strong&gt;Footwear, Beauty and Brands:&lt;/strong&gt; Teen Survey: Beauty is Back! Most Constructive on ULTA and EL; We walk away from our 26th Annual Teen Survey (~9K teens) bullish on Beauty which grew HSD, improvement from -1% LY, with strength across categories, especially Haircare (+10%); for the teen girl, wallet share at 23% (+2-points y/y) is now at a survey high. Category no doubt is getting more competitive (as a favorite beauty destination, TikTok entered the top 10, Target edged up slightly, and off-price is on the list with TJX and ROST), Amazon maintained (as opposed to gained) both</description>
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   <title>Piper Sandler's Teen Survey Insights</title>
   <link>http://www.streetinsider.com/Analyst+Comments/Piper+Sandler%27s+Teen+Survey+Insights/27178746.html</link>
   <description>&lt;p&gt;The analysts commented: &quot;&lt;strong&gt;Footwear, Beauty and Brands:&lt;/strong&gt; Teen Survey: Beauty is Back! Most Constructive on ULTA and EL; We walk away from our 26th Annual Teen Survey (~9K teens) bullish on Beauty which grew HSD, improvement from -1% LY, with strength across categories, especially Haircare (+10%); for the teen girl, wallet share at 23% (+2-points y/y) is now at a survey high. Category no doubt is getting more competitive (as a favorite beauty destination, TikTok entered the top 10, Target edged up slightly, and off-price is on the list with TJX and ROST), Amazon maintained (as opposed to gained) both</description>
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   <title>Piper Sandler's Teen Survey Insights</title>
   <link>http://www.streetinsider.com/Analyst+Comments/Piper+Sandler%27s+Teen+Survey+Insights/27178746.html</link>
   <description>&lt;p&gt;The analysts commented: &quot;&lt;strong&gt;Footwear, Beauty and Brands:&lt;/strong&gt; Teen Survey: Beauty is Back! Most Constructive on ULTA and EL; We walk away from our 26th Annual Teen Survey (~9K teens) bullish on Beauty which grew HSD, improvement from -1% LY, with strength across categories, especially Haircare (+10%); for the teen girl, wallet share at 23% (+2-points y/y) is now at a survey high. Category no doubt is getting more competitive (as a favorite beauty destination, TikTok entered the top 10, Target edged up slightly, and off-price is on the list with TJX and ROST), Amazon maintained (as opposed to gained) both</description>
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   <title>Piper Sandler's Teen Survey Insights</title>
   <link>http://www.streetinsider.com/Analyst+Comments/Piper+Sandler%27s+Teen+Survey+Insights/27178746.html</link>
   <description>&lt;p&gt;The analysts commented: &quot;&lt;strong&gt;Footwear, Beauty and Brands:&lt;/strong&gt; Teen Survey: Beauty is Back! Most Constructive on ULTA and EL; We walk away from our 26th Annual Teen Survey (~9K teens) bullish on Beauty which grew HSD, improvement from -1% LY, with strength across categories, especially Haircare (+10%); for the teen girl, wallet share at 23% (+2-points y/y) is now at a survey high. Category no doubt is getting more competitive (as a favorite beauty destination, TikTok entered the top 10, Target edged up slightly, and off-price is on the list with TJX and ROST), Amazon maintained (as opposed to gained) both</description>
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   <title>Piper Sandler's Teen Survey Insights</title>
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   <description>&lt;p&gt;The analysts commented: &quot;&lt;strong&gt;Footwear, Beauty and Brands:&lt;/strong&gt; Teen Survey: Beauty is Back! Most Constructive on ULTA and EL; We walk away from our 26th Annual Teen Survey (~9K teens) bullish on Beauty which grew HSD, improvement from -1% LY, with strength across categories, especially Haircare (+10%); for the teen girl, wallet share at 23% (+2-points y/y) is now at a survey high. Category no doubt is getting more competitive (as a favorite beauty destination, TikTok entered the top 10, Target edged up slightly, and off-price is on the list with TJX and ROST), Amazon maintained (as opposed to gained) both</description>
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   <title>Piper Sandler's Teen Survey Insights</title>
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   <description>&lt;p&gt;The analysts commented: &quot;&lt;strong&gt;Footwear, Beauty and Brands:&lt;/strong&gt; Teen Survey: Beauty is Back! Most Constructive on ULTA and EL; We walk away from our 26th Annual Teen Survey (~9K teens) bullish on Beauty which grew HSD, improvement from -1% LY, with strength across categories, especially Haircare (+10%); for the teen girl, wallet share at 23% (+2-points y/y) is now at a survey high. Category no doubt is getting more competitive (as a favorite beauty destination, TikTok entered the top 10, Target edged up slightly, and off-price is on the list with TJX and ROST), Amazon maintained (as opposed to gained) both</description>
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   <title>Piper Sandler's Teen Survey Insights</title>
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   <description>&lt;p&gt;The analysts commented: &quot;&lt;strong&gt;Footwear, Beauty and Brands:&lt;/strong&gt; Teen Survey: Beauty is Back! Most Constructive on ULTA and EL; We walk away from our 26th Annual Teen Survey (~9K teens) bullish on Beauty which grew HSD, improvement from -1% LY, with strength across categories, especially Haircare (+10%); for the teen girl, wallet share at 23% (+2-points y/y) is now at a survey high. Category no doubt is getting more competitive (as a favorite beauty destination, TikTok entered the top 10, Target edged up slightly, and off-price is on the list with TJX and ROST), Amazon maintained (as opposed to gained) both</description>
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   <title>Piper Sandler's Teen Survey Insights</title>
   <link>http://www.streetinsider.com/Analyst+Comments/Piper+Sandler%27s+Teen+Survey+Insights/27178746.html</link>
   <description>&lt;p&gt;The analysts commented: &quot;&lt;strong&gt;Footwear, Beauty and Brands:&lt;/strong&gt; Teen Survey: Beauty is Back! Most Constructive on ULTA and EL; We walk away from our 26th Annual Teen Survey (~9K teens) bullish on Beauty which grew HSD, improvement from -1% LY, with strength across categories, especially Haircare (+10%); for the teen girl, wallet share at 23% (+2-points y/y) is now at a survey high. Category no doubt is getting more competitive (as a favorite beauty destination, TikTok entered the top 10, Target edged up slightly, and off-price is on the list with TJX and ROST), Amazon maintained (as opposed to gained) both</description>
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   <title>Piper Sandler's Teen Survey Insights</title>
   <link>http://www.streetinsider.com/Analyst+Comments/Piper+Sandler%27s+Teen+Survey+Insights/27178746.html</link>
   <description>&lt;p&gt;The analysts commented: &quot;&lt;strong&gt;Footwear, Beauty and Brands:&lt;/strong&gt; Teen Survey: Beauty is Back! Most Constructive on ULTA and EL; We walk away from our 26th Annual Teen Survey (~9K teens) bullish on Beauty which grew HSD, improvement from -1% LY, with strength across categories, especially Haircare (+10%); for the teen girl, wallet share at 23% (+2-points y/y) is now at a survey high. Category no doubt is getting more competitive (as a favorite beauty destination, TikTok entered the top 10, Target edged up slightly, and off-price is on the list with TJX and ROST), Amazon maintained (as opposed to gained) both</description>
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   <title>Piper Sandler's Teen Survey Insights</title>
   <link>http://www.streetinsider.com/Analyst+Comments/Piper+Sandler%27s+Teen+Survey+Insights/27178746.html</link>
   <description>&lt;p&gt;The analysts commented: &quot;&lt;strong&gt;Footwear, Beauty and Brands:&lt;/strong&gt; Teen Survey: Beauty is Back! Most Constructive on ULTA and EL; We walk away from our 26th Annual Teen Survey (~9K teens) bullish on Beauty which grew HSD, improvement from -1% LY, with strength across categories, especially Haircare (+10%); for the teen girl, wallet share at 23% (+2-points y/y) is now at a survey high. Category no doubt is getting more competitive (as a favorite beauty destination, TikTok entered the top 10, Target edged up slightly, and off-price is on the list with TJX and ROST), Amazon maintained (as opposed to gained) both</description>
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   <title>Piper Sandler's Teen Survey Insights</title>
   <link>http://www.streetinsider.com/Analyst+Comments/Piper+Sandler%27s+Teen+Survey+Insights/27178746.html</link>
   <description>&lt;p&gt;The analysts commented: &quot;&lt;strong&gt;Footwear, Beauty and Brands:&lt;/strong&gt; Teen Survey: Beauty is Back! Most Constructive on ULTA and EL; We walk away from our 26th Annual Teen Survey (~9K teens) bullish on Beauty which grew HSD, improvement from -1% LY, with strength across categories, especially Haircare (+10%); for the teen girl, wallet share at 23% (+2-points y/y) is now at a survey high. Category no doubt is getting more competitive (as a favorite beauty destination, TikTok entered the top 10, Target edged up slightly, and off-price is on the list with TJX and ROST), Amazon maintained (as opposed to gained) both</description>
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   <title>Piper Sandler's Teen Survey Insights</title>
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   <description>&lt;p&gt;The analysts commented: &quot;&lt;strong&gt;Footwear, Beauty and Brands:&lt;/strong&gt; Teen Survey: Beauty is Back! Most Constructive on ULTA and EL; We walk away from our 26th Annual Teen Survey (~9K teens) bullish on Beauty which grew HSD, improvement from -1% LY, with strength across categories, especially Haircare (+10%); for the teen girl, wallet share at 23% (+2-points y/y) is now at a survey high. Category no doubt is getting more competitive (as a favorite beauty destination, TikTok entered the top 10, Target edged up slightly, and off-price is on the list with TJX and ROST), Amazon maintained (as opposed to gained) both</description>
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   <pubDate>Tue, 13 Oct 2026 09:18:25 -0400</pubDate>
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