-- 加拿大皇家銀行資本市場（RBC Capital Markets）週五透過電子郵件發送的研究報告指出，Carvana (CVNA) 在第一季業績強勁反彈後，仍將保持複合成長勢頭，未來幾年市場仍有上漲空間。 報告稱，該公司強勁的第一季業績是在第四季單車毛利下滑之後取得的，第四季的下滑曾令外界對其利潤率擴張和執行能力產生質疑。 分析師寫道，零售銷售超出預期使得該公司未來的業績頗具吸引力，但由於定價滯後，第二季零售毛利可能會面臨阻力。 RBC指出，該公司表示，在美國二手車零售市場的佔有率約為2%，目前仍處於顧客認知和接受度提升的初期階段。 該券商表示，近幾個季度以來，Carvana一直在加大單車廣告投入，該公司認為這是其成長策略的關鍵組成部分，其他關鍵組成部分還包括改善客戶體驗和增加庫存選擇。 該券商重申了對Carvana股票的「跑贏大盤」評級，並將目標股價從每股440美元上調至460美元。
Price: $380.71, Change: $-15.09, Percent Change: -3.81%
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 $45 to $235, reflecting a 25.6x multiple of our 2026 EPS estimate (down to $9.17 from $10.15; we cut our 2027 EPS estimate to $9.97 from $10.68), a discount to BIO's three-year historical forward average of 29.5x. Rather than a dramatic cut to National Institutes of Health (NIH) funding, Congress approved a modest increase for 2026 funding, helping reduce research budget concerns that loomed during 2025. However, BIO and peers anticipate that research spending growth from academic and early-stage biotech could remain muted over the near term as academic institutions adjust. The outlook for 2026 anticipates ongoing pressure, with BIO cutting sales and margin expectations during the Q1 earnings report, citing headwinds arising from the U.S.-Iran conflict in the Middle East such as weaker diagnostics sales and higher freight and fuel costs.
Pablo G. Mercado, Director, on April 30, 2026, sold 500 shares in Comfort Systems USA (FIX) for $889,890. Following the Form 4 filing with the SEC, Mercado has control over a total of 3,000 common shares of the company, with 3,000 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1035983/000153524626000004/xslF345X05/form4-05012026_040501.xml
Keith Harvey, Director, President & CEO, on April 29, 2026, sold 3,031 shares in Kaiser Aluminum (KALU) for $524,757. Following the Form 4 filing with the SEC, Harvey has control over a total of 94,308 common shares of the company, with 94,308 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/811596/000119312526201545/xslF345X05/ownership.xml