-- 加拿大皇家銀行資本市場(RBC Capital Market)將博士倫健康公司(Bausch Health Companies，股票代碼：BHC.TO，簡稱BHC)的目標股價下調1美元至9美元，評級維持“與行業持平”，該公司即將發布第一季度財報。 分析師道格拉斯·米姆(Douglas Miehm)預測，博士倫健康公司第一季營收將達24.3億美元，略高於市場普遍預期的24.1億美元。 米姆表示，目標股價下調至9美元反映了對主要藥物的預期修正以及處方總量的下降。他指出，第一季利福昔明(Xifaxan) 550毫克製劑的處方總量年減6.2%，此前第四季年減1.1%。但他預計，淨價的提高將部分抵銷銷量下滑的影響。 他補充道，此次財報的重點領域包括Xifaxan專利訴訟的最新進展、管理層關於博士倫(BLCO.TO)資產變現的戰略願景，以及Solta在經歷低迷的第四季度後重回增長軌道的情況。 博士倫將於4月29日股市收盤後公佈第一季財報。
Price: $7.81, Change: $+0.12, Percent Change: +1.56%
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.)