-- 火曜日のプレマーケット取引では、消費関連株が上昇し、ステート・ストリート・コンシューマー・ステープルズ・セレクト・セクターSPDR ETF（XLP）は0.1%、ステート・ストリート・コンシューマー・ディスクレショナリー・セレクト・セクターSPDR ETF（XLY）は0.3%それぞれ上昇した。 アンハイザー・ブッシュ・インベブ（BUD）の株価は、同社が第1四半期の基礎利益と売上高の増加を発表したことを受け、プレマーケット取引で6%以上上昇した。
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US Markets
PayPal Targets More Than $1.5 Billion in Cost Cuts; Payments Firm Maintains Earnings Outlook
PayPal (PYPL) said it was targeting at least $1.5 billion in cost cuts over the next few years, while the payments company maintained its full-year earnings outlook.Last week, PayPal said it would reorganize into three businesses to streamline its operations. Those units are checkout solutions and PayPal, consumer financial services and Venmo, and payment services and crypto."We are realigning the organization to sharpen strategic focus, eliminate duplications, and remove layers," Chief Financial Officer Jamie Miller said during an earnings call on Tuesday, according to a FactSet transcript. "In parallel, we will be accelerating efforts to deploy (artificial intelligence) and automation across our operations and technology platform."These initiatives, combined, will drive at least $1.5 billion in gross savings over the next two to three years, Chief Executive Enrique Lores told analysts."Looking ahead, we expect to deploy these cost savings to reinvest in growth and respond to business headwinds, improving our overall financial profile over time," Miller said. "During 2026 and into 2027, we will be transitioning teams, establishing new ways of working and building systems and processes to run the business."PayPal continues to expect its 2026 non-GAAP earnings to be down low-single digits to "slightly positive," compared to last years' $5.31 tally. The FactSet-polled consensus is for $5.31.The stock plunged 8.7% intraday Tuesday, and is down 21% since the start of the year.For the ongoing quarter, the company expects non-GAAP EPS to decline by a high-single digit, or approximately 9%, from $1.40 a year earlier. Analysts are looking for $1.34.The company's non-GAAP earnings increased to $1.34 in the first quarter from $1.33 a year earlier, compared with Wall Street's $1.27 view. Net revenue improved 7% to $8.35 billion, ahead of the Street's view for $8.05 billion.Price: $46.06, Change: $-4.33, Percent Change: -8.59%
$PYPL
Mining & Metals
CIBC Confirms Outperformer Rating on RB Global and Raises Target to US$134 On Q1 Results
CIBC Capital Markets maintained its outperformer rating on RB Global (RBA.TO, RBA) and raised ts price target to US$134 from US$132 after the company reported its first-quarter financial results on Monday.The company delivered a "strong Q1, beating expectations and raising FY26 guidance, while continuing to execute well operationally and on its strategic M&A agenda," it noted. CIBC believes the company's "consistent execution across both segments underpins its ability to continue expanding market share, even amid inherent lumpiness in underlying market conditions.""While pockets of macro and geopolitical uncertainty remain, management's focus on growing market share, controlling costs, and allocating capital prudently, leaves us confident in the company's ability to drive earnings growth," said analyst Krista Friesen.The bank tweaked its model having actualized Q1 results and to account for management's commentary. It now forecasts 2026 EBITDA of US$1.51 billion from US$1.48 billion expected earlier and 2027 EBITDA of US$1.58 billion from US$1.57 billion expected earlier.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $145.67, Change: $+2.58, Percent Change: +1.80%
$RBA.TO
Research
Research Alert: CFRA Maintains Hold Opinion On Shares Of Lattice Semiconductor
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our 12-month target to $130 from $110, on an above-peer and historical P/E of 55x our 2027 EPS estimate to reflect growth prospects, a cyclical recovery, and content gain potential. After better-than-expected Q1 results and Q2 guidance, we increase our 2026 EPS to $1.82 from $1.54 and 2027 to $2.37 from $2.00. LSCC's Industrial & Embedded segment is recovering nicely, growing over 20% sequentially in Q1, while channel inventory normalized from three months to two, signaling strengthening end-demand and supply chain stabilization. The announced acquisition of AMI is expected to be immediately accretive, combining AMI's high-margin, software-centric firmware business with LSCC's FPGA hardware to create complete system-level solutions for AI. We are also encouraged by accelerated bookings and a strong backlog extending into 2027. We believe LSCC's "everywhere companion chip" strategy of providing complementary FPGAs that enhance rather than compete with CPUs and GPUs is proving highly effective.
$LSCC