-- 加拿大皇家銀行資本市場（RBC Capital Markets）在一份研究報告中指出，EQT（EQT）第一季18億美元的自由現金流凸顯了其垂直整合模式和商業能力的優勢。 RBC週日表示，第一季的自由現金流使EQT在債務削減方面取得了進展，該季度償還了超過17億美元的高級票據。 RBC稱，該公司目前的總債務和淨債務分別為60億美元和57億美元，在2.75美元/千立方英尺的價格環境下，50億美元的長期債務目標預計將在2026年實現。 RBC表示：“我們認為EQT未來十年有可能實現產量翻番，管理層正在逐步推動盆地內的需求成長。” RBC維持對EQT的「與業界持平」評級，目標價為69美元。
Price: $59.07, Change: $+0.16, Percent Change: +0.27%
Nucor (NUE) reported fiscal Q1 earnings late Monday of $3.23 per diluted share, up from $0.67 a year earlier.Analysts polled by FactSet expected $2.82.Revenue for the 13 weeks ended April 4 was $9.5 billion, up from $7.83 billion a year earlier.Analyst surveyed by FactSet expected $8.88 billion.For Q2, the company said it expects higher consolidated earnings compared with its Q1.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We maintain our 12-month target price of $73, calculated using a 11.5x multiple against our 2027 EPS view of $6.37. Our multiple is a premium to the 10-year forward P/E mean of 7.9x, reflecting MTH's 60-day closing strategy that has the potential to move volumes in a normalized environment. We revise our 2026 EPS view to $4.96, down from $6.61 and 2027 revised to $6.37 from $8.08. We expect elevated incentives will keep a lid on MTH's margins, while a competitive landscape limits significant market share gains. MTH's primary growth driver, an aggressive expansion in community count, helps offset slower per-store sales but adds its own pressures in a limited demand environment. However, MTH trades at a 20% discount to book value, reinforced by MTH's share repurchase program, providing downside support for shares. While we expect Q2 to benefit from favorable comps, we would like to see tangible improvement in housing demand in 2H 2026 before becoming more bullish on shares.
Canadian telecom operator Rogers Communications (RCI-B.TO) is offering voluntary departure packages to half of its 25,000 employees, the Globe and Mail is reporting on Monday.It's the telecom sector's largest round of buyouts in recent years amid slowing growth, the paper says.(Market Chatter news is derived from conversations with market professionals globally, and/or from other media sources. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)