-- 博德瑞金融解決方案公司 (BR) 公佈的第三財季業績超出華爾街預期，但加拿大皇家銀行資本市場 (RBC Capital Markets) 週四發布的報告指出，成交速度放緩和交易時間延遲對近期前景構成壓力。 RBC 表示，營收成長至 19.5 億美元，調整後每股盈餘達到 2.72 美元，均高於預期。報告稱，經常性收入成長 8%，這得益於股權和基金持股的增加，從而提振了投資者溝通解決方案業務。 報告指出，成交額僅 5,750 萬美元，年減 19%，原因是規模更大、更複雜的交易需要更長時間才能最終完成。 RBC 也表示，博德瑞下調了全年成交額預期，但在研項目仍比預期高出 20%。 報告稱，博德瑞繼續受益於穩定的經常性收入基礎、在代理服務領域的領先地位以及代幣化和數位轉型領域的新興機會。 RBC 將 Broadridge 股票的目標價從 245 美元下調至 200 美元，以反映行業重新估值和近期壓力，但維持其「跑贏大盤」評級。
Price: $155.31, Change: $+1.33, Percent Change: +0.86%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our 12-month price target by $45 to $235, reflecting a 25.6x multiple of our 2026 EPS estimate (down to $9.17 from $10.15; we cut our 2027 EPS estimate to $9.97 from $10.68), a discount to BIO's three-year historical forward average of 29.5x. Rather than a dramatic cut to National Institutes of Health (NIH) funding, Congress approved a modest increase for 2026 funding, helping reduce research budget concerns that loomed during 2025. However, BIO and peers anticipate that research spending growth from academic and early-stage biotech could remain muted over the near term as academic institutions adjust. The outlook for 2026 anticipates ongoing pressure, with BIO cutting sales and margin expectations during the Q1 earnings report, citing headwinds arising from the U.S.-Iran conflict in the Middle East such as weaker diagnostics sales and higher freight and fuel costs.
Pablo G. Mercado, Director, on April 30, 2026, sold 500 shares in Comfort Systems USA (FIX) for $889,890. Following the Form 4 filing with the SEC, Mercado has control over a total of 3,000 common shares of the company, with 3,000 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1035983/000153524626000004/xslF345X05/form4-05012026_040501.xml
Keith Harvey, Director, President & CEO, on April 29, 2026, sold 3,031 shares in Kaiser Aluminum (KALU) for $524,757. Following the Form 4 filing with the SEC, Harvey has control over a total of 94,308 common shares of the company, with 94,308 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/811596/000119312526201545/xslF345X05/ownership.xml