-- 奥本海默公司周二在SharkNinja (SN)发布第一季度财报前发布的一份报告中指出，该公司仍有望实现其2026财年目标，强劲的潜在需求趋势和产品创新将支撑其持续增长。 分析师预计，尽管非必需消费品市场疲软，但SharkNinja仍将保持两位数的营收和盈利增长潜力，预计该公司本季度业绩将再次强劲增长，并至少重申其2026年业绩指引。 奥本海默表示，近期股价疲软反映了更广泛的宏观经济担忧，包括消费者支出的不确定性和成本压力，但指出股价从近期高点回落后，估值更具吸引力。 奥本海默表示，SharkNinja的股价历来在财报发布后都会出现积极反应，并重申了其对该股的首选观点。报告还补充道，短期波动为投资者提供了利用股价下跌的机会。 奥本海默维持对该股的“跑赢大盘”评级，目标价为145美元。 周二交易中，SharkNinja的股价上涨了4.6%。
Price: $120.02, Change: $+5.22, Percent Change: +4.55%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our target to $28 from $31, 9.4x our 2027 EPS estimate, below PFE's historical forward P/E average. We keep our 2026 EPS view at $2.99 and our 2027 EPS at $2.97. PFE delivered solid top- and bottom-line Q1 results today that exceeded expectations while demonstrating continued progress in its post-Covid transition strategy. While we continue to think that shares are trading at a discount, as the company's main focus in the next year is on AI integration, and a new transformative M&A is not a key priority, we see limited catalysts to drive meaningful upside potential. We think PFE is aiming to maximize value from launched and acquired products with particular focus on key areas: oncology, obesity/metabolic disease, and vaccines. PFE remains committed to maintaining its dividend, continuing productivity initiatives ($7.2B cost savings target), and pursuing targeted business development (with $7B capacity) but we do not expect PFE executing share buybacks to support the share price in the near term.
European natural gas futures were mixed on Tuesday, as the Dutch TTF contract fell by more than 2% in after-hours trade, easing tensions in the Middle East after the US signaled it would not retaliate following Monday's Iranian attacks.The front-month Dutch TTF contract was down 2.416% at 46.98 euros ($54.98) per megawatt-hour, while UK NBP futures were up 2.569% at 114.98 British pence ($1.56) as the markets were closed on Monday, due to the Early May Bank Holiday.The Dutch price decline followed comments from US officials who downplayed the risk of renewed conflict with Iran after Monday's incidents in the Strait of Hormuz and missile strikes targeting the UAE. According to Washington, the events did not violate a ceasefire that has held for nearly a month, helping to steady market sentiment.Although prices have climbed about 40% since the onset of the conflict, they have recently moderated as demand from Asia has weakened, Trading Economics said.Since hostilities began in late February, liquefied natural gas shipments from the Persian Gulf have been significantly disrupted, affecting roughly one-fifth of global supply. The supply shock has heightened concerns in Europe, where countries are working to replenish gas storage ahead of the winter season.Gas Infrastructure Europe puts current EU inventories at 33.79% of capacity, significantly below last year at this time when storage levels hit 41.14%.Mind Energy said near-term gas contracts are trading at a premium to winter delivery contracts, reducing the financial incentive for companies to inject gas into storage now.As a result, storage levels remain significantly below historical averages for this time of year. The situation leaves the market exposed to additional risks in the coming months, including potential summer heat waves that could drive up demand and intensified competition from Asian buyers for LNG.
Portugal will move forward with a proposal to impose a windfall tax on energy companies to mitigate the impact of surging costs for consumers and businesses following the outbreak of war in Iran, Bloomberg reported Tuesday, citing the country's finance minister.Joaquim Miranda Sarmento said the proposed levy on energy profits would be modeled after measures implemented during the 2022 energy crisis."We will take the measures adopted in 2022, fine-tune and improve them, and in the near term, present a proposal to parliament," Sarmento reportedly said.Portugal's Ministry of Finance did not immediately respond to' request for a comment.Portugal is among a group of EU countries, including Germany and Spain, that called for a windfall levy on energy companies' profits in a letter to the European Commission last month.Sarmento said the signatories intend to coordinate their policy responses and invite other member states to join the initiative."We will take the measures adopted in 2022, fine-tune and improve them and - in the near term - present a proposal to parliament," he said.Though the Commission has signaled it will leave the final decision on such measures to individual member states, Portugal and its allies are seeking a framework that aligns national strategies across the bloc.Global energy prices have soared to record highs as the ongoing Middle East crisis has brought shipping via the Strait of Hormuz to a near-standstill, severing critical supply lines for oil and liquefied natural gas.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)