-- Cogent Communications (CCOI) 股价暴跌 35%，此前该公司周一公布的第一季度服务收入低于分析师预期。 由于盘中交易量从日均约 120 万股飙升至超过 500 万股，股价下跌 35%。 亚马逊 (AMZN) 宣布推出 Amazon Supply Chain Services，向企业开放其物流网络后，联合包裹服务公司 (UPS) 和联邦快递 (FDX) 的股价均出现下跌。 UPS 股价下跌 10%，盘中交易量从日均约 610 万股飙升至超过 1290 万股。 挪威邮轮公司 (NCLH) 周一公布的第二季度调整后盈利预期低于分析师预期，并下调了 2026 年调整后每股收益预期。 股价下跌近 9%，盘中交易量超过 4130 万股，而日均交易量约为 2240 万股。
Price: $15.28, Change: $-7.88, Percent Change: -34.02%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:BioMarin delivered mixed Q1 2026 results with revenue of $766M (+3% Y/Y), beating consensus by $14M, but Non-GAAP EPS of $0.76 vs $1.13 (-33% Y/Y) missed consensus of $0.91. The quarter was impacted by a $31M NAGLAZYME manufacturing charge and Amicus acquisition costs. The $4.8B Amicus acquisition closed in April, adding GALAFOLD and POMBILITI + OPFOLDA to expand BioMarin's rare disease portfolio. Management raised 2026 revenue guidance to $3.825B-$3.925B, representing 20% Y/Y growth at the midpoint. Multiple pipeline catalysts are expected in 2026, including BMN 401 Phase 3 results for ENPP1 deficiency and VOXZOGO Phase 3 data for hypochondroplasia in Q2, both potentially supporting regulatory submissions in 2H 2026. BMRN expects more than 55% of 2026 revenues in the second half, driving back-end-loaded EPS recognition, in our view. With $2B in cash and $221M Q1 operating cash flow, BioMarin maintains substantial financial flexibility, in our opinion.
US natural gas futures trimmed earlier gains in after-hours trade on Monday but still climbed to a four-week high as cooler weather forecasts lifted prices.Both the front-month Henry Hub contract and the continuous contract rose 2.73% to $2.856 per million British thermal units.Expectations for below-normal temperatures across key consuming regions underpinned the rally, with forecasts pointing to increased heating demand in the near term.The Energy Buyers Guide said cooler-than-normal conditions are expected to dominate the eastern two-thirds of the US over the next two weeks, while the West is forecast to stay significantly warmer than average. Even so, overall energy demand is expected to remain subdued into mid-May, absent a major shift in weather patterns.Despite the price strength, underlying demand signals remain mixed. The Energy Buyers Guide noted that Monday likely marked the seasonal low point for combined heating and cooling demand, with population-weighted degree days projected at just 5.1, the lowest level since early May 2025. It suggested this could represent a transition point before stronger cooling demand emerges later in the spring.On the supply side, ample inventories continue to weigh on the broader outlook. Barchart noted that natural gas prices had dropped to a 1.5-year nearest-futures low on Apr. 17 amid robust storage levels. US Energy Information Administration data showed inventories as of Apr. 24 were 7.7% above the five-year seasonal average.Production also remains strong. Lower-48 dry gas output was estimated at 110.1 billion cubic feet per day on Monday, up 3.2% from a year earlier and slightly above what the EIA considers typical maximum capacity for April, according to BNEF. Demand in the Lower 48 states totaled 65.5 bcf/day, up 7.0% year over year.LNG feedgas flows showed some softening. Net flows to US LNG export terminals were estimated at 18.0 bcf/day on Monday, down 6.8% from the prior week, BNEF data showed.Reuters, citing LSEG data, reported that exports from the LNG Canada facility exceeded 1 million metric tons in April, setting a monthly record. The plant, the country's first major LNG export terminal and the first on North America's West Coast, shipped all volumes to Asia, with more than half destined for South Korea and at least one cargo delivered to China.
Vornado Realty Trust (VNO) reported Q1 non-GAAP funds from operations late Monday of $0.52 per diluted share, down from $0.63 a year earlier.Analysts polled by FactSet expected $0.51.Revenue in the three months ended March 31 fell to $459.1 million from $461.6 million a year earlier.Analysts surveyed by FactSet expected $431.7 million.Vornado shares fell 3% in after-hours trading.