-- 加拿大皇家銀行資本市場（RBC Capital Markets）週三在電子郵件報告中指出，受全球趨勢影響，Monster Beverage (MNST) 第一季度營收有望強勁增長，但成本和高油價可能對其利潤率構成壓力。 RBC 分析師表示，他們預計公佈的營收趨勢將與追蹤到的通路銷售額成長 11.2% 持平或更高，而後者通常低估了實際趨勢。分析師表示，隨著家庭滲透率和購買頻率的持續成長，該公司的品類基本面依然穩健。 分析師指出，Monster Beverage 擁有多種工具來應對不利因素，包括定價、供應鏈優化、營收成長管理以及產品組合轉型為零糖產品。然而，分析師也指出，由於中東衝突，成本環境惡化，這可能導致該公司下調利潤率預期。 分析師表示，該公司的風險回報狀況仍然良好，並且能夠利用其現有的多種手段來緩解成本壓力的影響。 Monster Beverage將於週四公佈第一季財報。 加拿大皇家銀行維持對該公司股票的「跑贏大盤」評級，目標價為86美元。
Price: $77.25, Change: $+1.45, Percent Change: +1.91%
Aptiv (APTV) stock sell-off post Q1 results was unwarranted and likely driven by the lower-than-expected Q2 guide and rising cost pressures with 2026 more back-half weighted that appears like a steep ramp, UBS said in a Wednesday research report.While Q2 is impacted by "stranded cost" and Ford Motor (F) volume timing, H2 ramp looks more achievable than optics suggest amid positive developments in China and the non-auto segments, analysts wrote.The company expects positive growth from China in Q2, driven by new programs and normalization of production at key customer, the brokerage stated.Commodity headwinds should abate in H2 as recoveries lag, UBS said.The brokerage said it reiterated its buy rating on the stock and price target of $80 per share.Aptiv shares were up 4% in Wednesday trading.Price: $56.47, Change: $+1.64, Percent Change: +2.99%
Price: $15.79, Change: $-4.34, Percent Change: -21.55%
Ocular Therapeutix (OCUL) is moving closer to a potential US Food and Drug Administration filing for axpaxli, its long-acting treatment for wet age-related macular degeneration, as regulators begin formal discussions on a single-trial approval path, RBC Capital Markets said Tuesday in a report.Management said talks with the FDA are now ongoing, raising the possibility of submitting an application based on the company's successful pivotal study, rather than waiting for a second trial that is due to read out in early 2027, RBC said.The company plans to provide additional regulatory and program updates at an investor day on June 17, RBC said.Ocular continues to target a potential 2027 launch for axpaxli under a single-trial filing strategy, and RBC reiterated its view that the drug has a "positive benefit/risk profile."RBC maintained its rating of outperform, speculative risk, on Ocular stock with a $30 price target.Price: $9.84, Change: $+0.13, Percent Change: +1.29%