FINWIRES · TerminalLIVE
FINWIRES

摩根士丹利将PPL的目标股价从44美元下调至43美元,维持“增持”评级。

By

-- 根据FactSet调查的分析师报告,PPL (PPL) 的平均评级为“增持”,平均目标价为42.57美元。 (报道北美、亚洲和欧洲主要银行及研究机构的股票、商品和经济研究。研究机构可通过以下链接联系我们:https://www..com/contact-us

Price: $39.09, Change: $+0.33, Percent Change: +0.85%

Related Articles

Research

Research Alert: Xylem Delivers Q1 Beat; Margins Tick Higher

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:XYL delivered mixed Q1 results, with EPS of $1.12 beating consensus by $0.04 on operational execution, though orders were flat Y/Y. Revenue of $2.1B was flat organically, with strong Measurement & Control (M&C) sales (up 15%) offset by Water Solutions declines (down 15%). We attribute the beat to margin expansion and operational improvements from transformation initiatives, with adjusted EBITDA margin improving 20 bps to 20.6%. Management raised full-year revenue guidance to $9.2B-$9.3B from $9.1B-$9.2B, while maintaining EPS guidance at $5.35-5.60. Segment results were mixed, with M&C serving as a growth engine delivering 18% order growth on robust smart water tech demand, while Water Solutions orders declined 12% due to timing. We believe XYL's 80/20 simplification strategy continues supporting profitability amid inflationary pressures, though we take unchanged EPS guidance as lacking confidence that higher sales will translate to better margins.

$XYL
Research

Research Alert: CFRA Reiterates Sell Opinion On Shares Of United Postal Service, Inc.

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 at $92, 12.6x our next-12-month EPS view of $7.34. We trim our 2026 EPS view by $0.06 to $7.00 and 2027 by $0.44 to $7.52. Q1 offered some positives with top- and bottom-line beats and better-than-guided International profits (-15.7% vs. -30.0%). Management maintained its 2026 guidance of $89.7B revenue and 9.6% adjusted operating margin, projecting operational inflection in Q2. We think revenue goals are reasonable, but we think margin goals are overly optimistic as we estimate Q2-Q4 requires an average margin of ~10.7%. Consumer spending trends in the U.S. lead us to believe a pullback was materializing prior to the conflict in Iran and we expect that to accelerate. Declines in B2B volumes (-5.1%) indicate industrial weakness. We think cost recovery via fuel surcharges will fail to deliver on profit protection as consumers become less accepting of price increases. Continued margin compression could pressure dividend feasibility as our 2026 EPS view implies a ~94% payout ratio.

$UPS
Sectors

Sector Update: Tech Stocks Fall Tuesday Afternoon

Tech stocks fell Tuesday afternoon with the State Street Technology Select Sector SPDR ETF (XLK) dropping 1.8% and the State Street SPDR S&P Semiconductor ETF (XSD) slumping 4.5%.The Philadelphia Semiconductor index shed 3.7%.In corporate news, OpenAI recently missed its own targets for new users and revenue, the Wall Street Journal reported late Monday, citing people familiar with the matter. Tech bellwether Nvidia (NVDA) fell 2.2%, Broadcom (AVGO) dropped 4.7%, Advanced Micro Devices (AMD) shed 2.7%, Oracle (ORCL) lost 3.8%, and Intel (INTC) declined 1.7%.Lam Research (LRCX), Applied Materials (AMAT) and KLA (KLAC) were among the chip equipment companies believed to have received a letter last week from the US Department of Commerce ordering them to halt certain tool shipments to China's second-largest chipmaker Hua Hong, Reuters reported. Lam declined 3.5%, Applied Materials dropped 5.5%, and KLA shed 3.5%.Spotify Technology (SPOT) reported stronger-than-expected Q1 profit, but its premium subscriber growth and outlook disappointed investors. The stock fell 13%.

$AMAT$AMD$AVGO$INTC$KLAC$LRCX$NVDA$ORCL$SPOT
摩根士丹利将PPL的目标股价从44美元下调至43美元,维持“增持”评级。 | FINWIRES