-- 加拿大皇家銀行資本市場（RBC Capital Markets）表示，百時美施貴寶（BMY）第一季業績穩健，但主要由傳統產品而非成長型產品推動，預計該股短期內將維持區間震盪，直至下半年公佈更具體的數據。 該券商在周四的報告中指出，股價約5%的上漲反映的是第一季財報電話會議後，市場對產品線信心的增強，而非季度業績本身。 RBC表示，市場對經常被忽視的CELMoD產品線的關注度不斷提高，這令其倍感鼓舞。該產品線蘊藏多個潛在機遇，可望支撐股價上漲。 該券商重申了對百時美施貴寶的「與行業持平」評級，目標價為60美元，並表示股價能否進一步上漲取決於產品線的成功推進。
Price: $58.65, Change: $-1.95, Percent Change: -3.21%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Our 12-month target of $167, up $1, reflects EV/EBITDA and DCF analyses. We apply an 8.2x multiple of EV to est. 2027 EBITDA - above XOM's historical forward average but below peak levels - yielding $125 per share. Our DCF model, using medium-term free cash flow growth of 5.6% per year, terminal growth of 2.5%, discounted at a WACC of 5.9%, yields $209 per share. We cut our 2026 EPS estimate by $1.43 to $9.21 and 2027's by $0.66 to $8.07. XOM's upstream production fell 8.2% sequentially in Q1, notably in Asia, where liquids production was down 21% and natural gas production was down 31%. Some of that decline is due to damage to Qatar LNG installations that have been damaged and are likely to take three to five years to restore to pre-war condition. Absent those issues as well as Winter Storm Fern, XOM noted that its upstream production would have grown 8% in Q1. We see ongoing strength in downstream margins, but the main catalysts should be volume recovery in Asia and crude oil prices.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our 12-month target to $235 from $220 following CR's Q1 earnings print, valuing shares at 30x our 2027 EPS outlook of $7.85 (in line with previous forecast; 2026 EPS estimate revised to $6.85 from $6.70). We continue to see upside in shares as OEM sales pick up, along with improving aircraft production rates and as CR leverages its solid balance sheet to acquire and integrate attractive M&A targets (leverage ratio ~1.4x). The Aerospace continued to see strong order flows, with core backlog rising 14% Y/Y as a direct result. Commercial aftermarket sales were a point of concern in Q1 given the spike in oil prices, though we believe growth will eventually reaccelerate in this market given still-elevated utilization rates of aging fleets. Growth in Process Flow Tech was muted in Q1, though organic orders were encouraging as growth markets (pharma, cyro, power generation) support overall demand. We reiterate our Buy opinion on CR shares.
Micha Kaufman, Director, Chief Executive Officer, on April 29, 2026, sold 66,400 shares in Fiverr International (FVRR) for $813,084. Following the Form 4 filing with the SEC, Kaufman has control over a total of 2,607,126 ordinary shares of the company, with 2,607,126 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1762301/000117891326002326/xslF345X05/zk2635168.xml