-- ウェドブッシュ証券のアナリストは水曜日のレポートで、ヒューロン・コンサルティング（HURN）は中核事業分野における成長を今後も活用できる有利な立場にあると述べた。 アナリストによると、市場の変動への対応策として、ヒューロン・コンサルティングに支援を求める顧客が増えているという。 ウェドブッシュ証券は、同社の第1四半期決算が全項目で市場予想を上回り、通期売上高見通しを「控えめな」水準に据え置いたと発表した。 アナリストは、同社の2026年度調整後1株当たり利益予想を8.82ドルから8.81ドルに引き下げた。ファクトセットが調査したアナリストの予想は8.84ドルである。 ウェドブッシュ証券は、同社株の投資判断を「アウトパフォーム」、目標株価を160ドルに据え置いた。
Price: $115.52, Change: $-16.70, Percent Change: -12.63%
Aptiv (APTV) stock sell-off post Q1 results was unwarranted and likely driven by the lower-than-expected Q2 guide and rising cost pressures with 2026 more back-half weighted that appears like a steep ramp, UBS said in a Wednesday research report.While Q2 is impacted by "stranded cost" and Ford Motor (F) volume timing, H2 ramp looks more achievable than optics suggest amid positive developments in China and the non-auto segments, analysts wrote.The company expects positive growth from China in Q2, driven by new programs and normalization of production at key customer, the brokerage stated.Commodity headwinds should abate in H2 as recoveries lag, UBS said.The brokerage said it reiterated its buy rating on the stock and price target of $80 per share.Aptiv shares were up 4% in Wednesday trading.Price: $56.47, Change: $+1.64, Percent Change: +2.99%
Price: $15.79, Change: $-4.34, Percent Change: -21.55%
Ocular Therapeutix (OCUL) is moving closer to a potential US Food and Drug Administration filing for axpaxli, its long-acting treatment for wet age-related macular degeneration, as regulators begin formal discussions on a single-trial approval path, RBC Capital Markets said Tuesday in a report.Management said talks with the FDA are now ongoing, raising the possibility of submitting an application based on the company's successful pivotal study, rather than waiting for a second trial that is due to read out in early 2027, RBC said.The company plans to provide additional regulatory and program updates at an investor day on June 17, RBC said.Ocular continues to target a potential 2027 launch for axpaxli under a single-trial filing strategy, and RBC reiterated its view that the drug has a "positive benefit/risk profile."RBC maintained its rating of outperform, speculative risk, on Ocular stock with a $30 price target.Price: $9.84, Change: $+0.13, Percent Change: +1.29%