-- 加拿大皇家銀行資本市場（RBC Capital Markets）週三發布的一份報告指出，金佰利公司（KMB）在第一季業績表現穩健，儘管宏觀經濟環境動盪，且該公司收購了Kenvue（KVUE）。 報告稱，該公司第一季的有機銷售額和每股盈餘均超出預期。 報告指出：“美國和國際市場的股價表現表明公司基本面強勁，正在進行的併購活動（Suzano合資企業和KVUE收購）並未影響公司業績。” 報告也指出，公司基本上重申了先前的業績指引，並表示下半年油價上漲可能導致通膨，如果Kenvue收購案在下半年完成，公司將發布新的業績指引。 報告最後表示：「我們仍然認為金佰利（KMB）的上漲空間大於下跌空間。」加拿大皇家銀行維持對金佰利公司（KMB）的「跑贏大盤」評級，目標價為162美元。
Price: $96.96, Change: $-1.48, Percent Change: -1.50%
Biofuels feedstock futures closed higher on Wednesday, with soybean oil reaching contract highs, while soybean prices followed.The Chicago Board of Trade July soybean futures contract closed 0.65% higher on Wednesday at $11.97 per bushel, while the CBOT July soybean oil futures contract settled 2.21% higher at 74.12 cents per pound.On Tuesday, the June ethanol futures contract on the Nymex ended 0.87% lower at $1.99 per gallon.US President Donald Trump reportedly plans to keep the US blockade in place, and as a result, crude futures jumped on Wednesday for the seventh time in the past eight sessions.Rhett Montgomery, DTN analyst, said that fresh fundamental news was slim on Wednesday."Soybeans are likely getting a boost from another contract high in soybean oil futures. Crush premiums continue to expand and are closing in on all-time highs set in October of 2022," Montgomery said.The analyst said market participants are closely watching Trump's upcoming visit to China in May. "With President Trump still on track to visit China in mid-May, it would appear the market's anxiety over the prolonged conflict with Iran has subsided at least temporarily," Montgomery said in a daily note.
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 $6 to $104, 14x our 2026 EPS estimate (from 16x), a discount to its 19x five-year average forward multiple, reflecting integration risks stemming from the acquisition of Kenvue Inc. (KVUE 17 ***). We lower our 2026 EPS estimate to $7.45 from $7.56 and keep 2027's at $6.31. Following Q1 results, we maintain our Hold rating, reflecting a balanced assessment of operational momentum, with adjusted EPS of $1.97 beating the $1.95 consensus estimate, against a conservative full-year outlook. Management maintained organic sales growth guidance despite the Q1 beat, disappointing investors that expected an upward revision. Operating margin contracted 60 bps as higher operational and raw material costs offset productivity gains. Additionally, the KVUE acquisition introduces integration risks, having received shareholder approval but still pending regulatory approval. At current levels, we see balanced risk/reward and would become more constructive if management raised guidance.
Paul Christopher Baker, Chief Operating Officer, on April 28, 2026, sold 116,860 shares in Kopin (KOPN) for $461,597. Following the Form 4 filing with the SEC, Baker has control over a total of 480,005 common shares of the company, with 480,005 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/771266/000149315226019551/xslF345X05/ownership.xmlPrice: $3.98, Change: $-0.02, Percent Change: -0.62%