-- 加拿大皇家銀行資本市場（RBC Capital Markets）週三發布的研究報告指出，Ollie's Bargain Outlet (OLLI) 第一季度同店銷售額相對疲軟是由於天氣因素，儘管商品品質似乎保持穩定，且4月底的交易數據趨勢有所改善。 分析師寫道，鑑於春季正值銷售旺季，且部分消費者在節後往往會減少支出，因此第一季的同店銷售額歷來波動較大。 RBC目前預估第一季同店銷售額成長2%（先前預期為3.5%），調整後每股收益0.88美元（先前預期為0.93美元）。然而，RBC維持對第二季同店銷售額成長2%和調整後每股收益1.16美元的預期，因為第一季疲軟的銷售趨勢應該會推動第二季的銷售成長。 RBC表示，由於擔心即將錯過近乎理想的清倉甩賣環境（部分原因是受Big Lots破產的影響），該股較2025年中期的峰值下跌了兩位數百分比。 該券商重申了對該股票的「跑贏大盤」評級，並將目標股價從每股 155 美元調整至 153 美元。
Price: $85.51, Change: $-3.21, Percent Change: -3.62%
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%