-- 加拿大皇家银行资本市场（RBC Capital Markets）周三在一份电子邮件报告中指出，受全球趋势影响，Monster Beverage (MNST) 第一季度营收有望强劲增长，但成本和高油价可能对其利润率构成压力。 RBC 分析师表示，他们预计公布的营收趋势将与追踪到的渠道销售额增长 11.2% 持平或更高，而后者通常低估了实际趋势。分析师表示，随着家庭渗透率和购买频率的持续增长，该公司的品类基本面依然稳健。 分析师指出，Monster Beverage 拥有多种工具来应对不利因素，包括定价、供应链优化、营收增长管理以及产品组合向零糖产品转型。然而，分析师也指出，由于中东冲突，成本环境恶化，这可能导致该公司下调利润率预期。 分析师表示，该公司的风险回报状况仍然良好，并且能够利用其现有的多种手段来缓解成本压力带来的影响。 Monster Beverage将于周四公布第一季度财报。 加拿大皇家银行维持对该公司股票的“跑赢大盘”评级，目标价为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%