加拿大国家银行上调Agnico Eagle Mines的目标股价；维持“跑赢大盘”评级

-- 加拿大国家银行周五将Agnico Eagle Mines (AEM.TO) 的股票目标价从345加元上调至350加元，并维持其“跑赢大盘”评级。此前，该公司公布了第一季度业绩。分析师表示，他们仍然预期到2034年，Agnico Eagle Mines的黄金产量将增长430万盎司。即将发布的Hope Bay和San Nicolas矿的技术报告、第三季度公布的Canadian Malartic矿扩建计划更新以及预计2027年Detour Lake地下矿和Upper Beaver矿的审批结果都将支撑这一预期。分析师补充说，随着近期在芬兰的收购，他们的增长预期可能会进一步提高，这些收购可能有助于在未来十年内建立一个年产约50万盎司黄金的生产中心。 Agnico Eagle Mines第一季度末净现金为29.1亿美元，并计划将其股票回购计划扩大至20亿美元。分析师表示，凭借强劲的资产负债表，该公司旨在持续向股东返还现金，同时加快推进其内生增长项目，这将为全年业绩增长提供更多催化剂。分析师指出：“我们更新了预期，将Agnico Eagle公布的第一季度财务和运营业绩纳入考量，其中包括调整后EBITDA为30.1亿美元，调整后每股收益为3.41美元。由于销售额/收入增长和勘探成本降低，财务业绩高于NBCM的预期。”

Price: $249.58, Change: $-5.86, Percent Change: -2.29%

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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Bloom Energy Insider Sold Shares Worth $9,765,000, According to a Recent SEC Filing

Shawn Marie Soderberg, Chief Legal Officer and Corporate Secretary, on April 29, 2026, sold 35,000 shares in Bloom Energy (BE) for $9,765,000. Following the Form 4 filing with the SEC, Soderberg has control over a total of 482,463 Class A common shares of the company, with 140,732 shares held directly and 341,731 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1664703/000119312526201723/xslF345X05/ownership.xml

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Bloom Energy Insider Sold Shares Worth $9,765,000, According to a Recent SEC Filing