-- ヴィシュヌ・ヴェンカテシュ上級副社長兼グローバルコントローラー兼最高会計責任者は、2026年4月30日にサンミナ（SANM）の株式2,275株を484,120ドルで売却しました。SECへのフォーム4の提出後、ヴェンカテシュ氏は同社の普通株式合計18,500株を保有しており、そのうち18,500株は直接保有しています。 SEC提出書類：https://www.sec.gov/Archives/edgar/data/897723/000110465926054107/xslF345X05/tm2613246-2_4seq1.xml
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Research Alert: CFRA Maintains Buy Rating On Shares Of Illumina
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Research Alert: CFRA Maintains Hold Recommendation On Vale S.a.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Our unchanged 12-month target price of USD18 is driven by an EV/EBITDA of 5.0x applied to our 2027 EBITDA estimate, above VALE's three-year average forward EV/EBITDA of 3.9x but below peers' average of 6.5x. We decrease our 2026 earnings per ADS estimate by BRL0.49 to BRL10.28 and our 2027 forecast by BRL0.45 to BRL10.52. Vale demonstrated robust operational performance in Q1 2026, with production records across multiple assets supporting 3% iron ore volume growth and double-digit gains in copper and nickel. However, cost pressures from BRL appreciation and higher oil prices pushed C1 costs to $23.6/t (+12% Y/Y), leading management to guide toward the upper end of 2026 cost guidance. Vale Base Metals is delivering significant value, with EBITDA more than doubling Y/Y. With expanded net debt at $17.8B and trending toward the midpoint of the $10B-$20B target range, management expressed confidence in distributing significant dividends and continuing buybacks through 2026 under current commodity prices.
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Research Alert: CFRA Maintains Sell Rating On Shares Of Teradyne, Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our target by $15 to $252, 29x our 2027 EPS view, above TER's three-year average (~25x), as broadening AI upside offsets customer concentration risks. We raise our 2026 EPS by $1.08 to $6.98 and 2027's by $1.30 to $8.70. Q1 2026 was another great quarter, but Q2 guidance (sales +87% Y/Y) spooked the bulls by coming in only near expectations rather than significantly outperforming. We have long cautioned of a potential reversal of recent strength given major customers' order lumpiness, and with today's selloff, we think valuation is starting to come back down to earth as investors pencil in a more pronounced sequential decline in 2H 2026. TER has also officially won some merchant GPU business, but its early results ($50M of revenue expected in 2026) are a bit underwhelming and further share gains are not a guarantee, dampening some of TER's near-term upside. In the meantime, we still think the memory shortage adds risks to industry activity in 2H 2026 and 2027 that are not appropriately priced in.
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