-- 加拿大皇家銀行資本市場（RBC Capital Markets）週一發布的一份報告指出，Chemed（CHE）旗下的VITAS部門持續保持強勁增長勢頭，推動公司第一季業績超出預期，並促成了公司在第一季度後罕見的業績指引上調。 報告指出：“我們對VITAS在佛羅裡達州新市場的強勁增長勢頭感到鼓舞。該公司在這些市場增加了可觀的醫療保險覆蓋範圍緩衝，顯著降低了今年的覆蓋範圍限制風險。” Chemed旗下經營臨終關懷服務提供者VITAS和管道疏通服務提供者Roto-Rooter。 報告指出，Roto-Rooter付費客戶比例的上升持續對其利潤率構成壓力。 報告指出：“我們對Roto-Rooter仍持謹慎態度，該公司面臨結構性行銷成本上漲的阻力，且宏觀風險依然存在。” 加拿大皇家銀行將Roto-Rooter的目標股價從422美元上調至436美元，並維持其「與業界持平」的評級。
Price: $420.03, Change: $-1.09, Percent Change: -0.26%
Robert Bessler, Director, on April 23, 2026, sold 69,899 shares in Lifestance Health Group (LFST) for $492,400. Following the Form 4 filing with the SEC, Bessler has control over a total of 1,485,228 common shares of the company, with 57,619 shares held directly and 1,427,609 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1845257/000119312526182153/xslF345X05/ownership.xml
Celestica (CLS) reported Q1 adjusted earnings late Monday of $2.16 per diluted share, up from $1.20 a year earlier.Analysts polled by FactSet expected $2.07.Revenue for the three months ended March 31 was $4.05 billion, up from $2.65 billion a year earlier.Analysts surveyed by FactSet expected $4.04 billion.For Q2, the company expects adjusted EPS of $2.14 to $2.34 on revenue of $4.15 billion to $4.45 billion. Analysts expect EPS of $2.13 on revenue of $4.17 billion.The company now expects 2026 adjusted EPS of $10.15 on revenue of $19 billion, revised from $8.75 and $17 billion, respectively, expected earlier. Analysts expect EPS of $8.93 on revenue of $17.34 billion.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We keep our 12-month target price of $550, valuing AMP shares at 12.5x our 2026 adjusted EPS estimate of $43.84 (raised by $1.34) and at 11.7x our 2027 EPS estimate of $46.90 (raised by $0.70). This compares to the three-year average forward multiple of 12x and peer average of 15.5x. AMP posted Q1 2026 adjusted operating EPS of $11.26 vs. $9.50, a 19% rise that topped our $10.12 estimate and $10.21 consensus view. Revenue growth of 11% exceeded our forecast and our 6%-10% growth forecast for 2026, while pretax adjusted operating margins expanded 130 bps to 28% on revenue gains and cost containment efforts. We now see revenue growth of 7% to 12% in 2026 and 2027. AMP also continued its substantial capital return program, returning $936M to shareholders in Q1 (70% of adjusted operating earnings) and $3.4B in 2025 (88% of earnings). Currently trading at 10.9x our 2026 EPS estimate, and with some decent revenue and earnings momentum, we view the shares as undervalued versus peer and historical averages.