FINWIRES · TerminalLIVE
FINWIRES

奥本海默表示，SharkNinja有望实现2026财年目标，并期待公司重申业绩指引。

By

-- 奥本海默在周二发布的一份报告中指出，SharkNinja (SN) 仍有望实现其 2026 财年目标，这得益于持续增长和产品创新。该报告发布于该公司第一季度业绩公布之前。 分析师预计，SharkNinja 将迎来又一个强劲的季度，并至少重申其 2026 年业绩指引。报告指出，尽管非必需消费品市场环境艰难，但该公司仍将保持国际扩张、强劲创新以及两位数营收和盈利增长的潜力。 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投入成本压力。该券商补充道，股价从近期高点回落后，估值更具吸引力。 研究人员补充说，SharkNinja 的股价历来在财报发布后都会出现积极反应，但同时提醒投资者，本季度业绩超预期可能不会带来预期回报。该投资公司重申了对 SharkNinja 的首选评级，并建议投资者在短期波动中逢低买入。 奥本海默维持对 SharkNinja 股票的“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4.8%。

Price: $120.27, Change: $+5.47, Percent Change: +4.76%

Related Articles

Sectors

Update: Gold Rises As Treasury Yields Ease

(Updates prices.)Gold traded higher midafternoon on Tuesday, rising off a five-week low as treasury yields weakened.Gold for June delivery was last seen up US$35.60 to US$4,568.90 per ounce.The price of the metal has remained mostly rangebound for a month as the war on Iran has prompted some safe-haven demand for the metal, even as the higher oil prices that followed the start of the war on Iran is hiking inflation. The threat of higher interest rates because of rising prices is pushing up bond yields, bearish for the metal since it pays no interest."The benchmark US 10-year yield rose some seven basis points on the day Monday, closing just below 4.44% and therefore at the highest daily close since last July as traders eye the big round 4.50% level.," Saxo Bank wrote.However yields moderated early on Tuesday, with the U.S. two-year note last seen paying 3.944%, down 1.8 basis points, while the yield on the 10-year note was down 2.2 points to 4.42%. The dollar was higher, with the ICE dollar index last seen up 0.04 points to 98.42.

$GCM6$GLD
Research

Research Alert: CFRA Maintains Buy Opinion On Shares Of First Quantum Minerals

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We decrease our 12-month target price by CAD5 to CAD40, on an EV/EBITDA of 8.0x our 2027 EBITDA estimate, a discount to FM's three-year average forward EV/EBITDA of 10.6x but close to peers, with an average of 8.3x. We lower our 2026 EPS estimate by $0.33 to $0.53 and 2027 by $0.22 to $1.95. FM faces near-term cost pressures from Middle East tensions, with fuel representing 15% of total costs and potential upward pressure of $0.25/lb on C1 guidance (fuel +$0.20, Kwacha +$0.10, partially offset by gold -$0.05). However, the company's fundamentals remain strong with authorization to process Cobre Panama stockpiles (30-40kt copper expected in 2026), Kansanshi S3 operating 25% above design, and record nickel production at Enterprise. FM strengthened its balance sheet with a $1.5B 10-year bond at 6.375% and extended maturities to 2036. The Taca Taca project (291kt/year copper over first 10 years, 19.3% IRR) provides significant long-term growth optionality once the balance sheet is positioned to support development.

$FM
Australia

Market Chatter: Apple to Let Users Choose Third-Party AI Models With iOS 27

Apple (AAPL) will let users select from multiple third-party artificial intelligence models for tasks across its iOS 27 software, Bloomberg reported Tuesday, citing people with knowledge of the matter.Users will be able to select rival AI models for tasks like generating and editing text and images when the change becomes available for iOS 27, iPadOS 27 and macOS 27, slated for this fall, the report said, citing the people.Apple didn't immediately reply to a request for comment from.(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.)Price: $283.22, Change: $+6.34, Percent Change: +2.29%

$AAPL