-- 加拿大皇家银行资本市场（RBC Capital Markets）周日发布的一份报告指出，格雷科（Graco，股票代码：GGG）新的业务板块结构和强劲的资产负债表使其拥有更大的投资空间，并能向股东返还现金，从而支撑其更为稳健的长期增长。 报告称，格雷科预计将在5月5日的投资者日上，详细阐述其高混合、低产量的生产模式。尽管其喷涂系统和泵类产品具有周期性，但这种模式仍能帮助格雷科在业内保持较高的利润率。 报告指出，格雷科的多年增长机遇包括美国的大型工业和基础设施项目，以及与电气化相关的不断增长的需求。RBC表示，格雷科预计将重申其长期目标，即实现5%至7%的有机收入增长和12%的年盈利增长。 报告还指出，格雷科6.85亿美元的净现金头寸使其在股票回购和收购方面拥有更大的灵活性，但疲软的房地产市场仍是短期内的一个不利因素。 RBC 对 Graco 股票给予“跑赢大盘”评级，目标价为 95 美元。
Price: $80.87, Change: $-0.71, Percent Change: -0.87%
Robert Bessler, Director, on April 23, 2026, sold 69,899 shares in Lifestance Health Group (LFST) for $492,400. Following the Form 4 filing with the SEC, Bessler has control over a total of 1,485,228 common shares of the company, with 57,619 shares held directly and 1,427,609 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1845257/000119312526182153/xslF345X05/ownership.xml
Celestica (CLS) reported Q1 adjusted earnings late Monday of $2.16 per diluted share, up from $1.20 a year earlier.Analysts polled by FactSet expected $2.07.Revenue for the three months ended March 31 was $4.05 billion, up from $2.65 billion a year earlier.Analysts surveyed by FactSet expected $4.04 billion.For Q2, the company expects adjusted EPS of $2.14 to $2.34 on revenue of $4.15 billion to $4.45 billion. Analysts expect EPS of $2.13 on revenue of $4.17 billion.The company now expects 2026 adjusted EPS of $10.15 on revenue of $19 billion, revised from $8.75 and $17 billion, respectively, expected earlier. Analysts expect EPS of $8.93 on revenue of $17.34 billion.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We keep our 12-month target price of $550, valuing AMP shares at 12.5x our 2026 adjusted EPS estimate of $43.84 (raised by $1.34) and at 11.7x our 2027 EPS estimate of $46.90 (raised by $0.70). This compares to the three-year average forward multiple of 12x and peer average of 15.5x. AMP posted Q1 2026 adjusted operating EPS of $11.26 vs. $9.50, a 19% rise that topped our $10.12 estimate and $10.21 consensus view. Revenue growth of 11% exceeded our forecast and our 6%-10% growth forecast for 2026, while pretax adjusted operating margins expanded 130 bps to 28% on revenue gains and cost containment efforts. We now see revenue growth of 7% to 12% in 2026 and 2027. AMP also continued its substantial capital return program, returning $936M to shareholders in Q1 (70% of adjusted operating earnings) and $3.4B in 2025 (88% of earnings). Currently trading at 10.9x our 2026 EPS estimate, and with some decent revenue and earnings momentum, we view the shares as undervalued versus peer and historical averages.