-- 摩根士丹利周一发布的一份报告指出，亚什兰公司（ASH）第二财季业绩与预期相比“喜忧参半”，因为息税折旧摊销前利润（EBITDA）的下调预期尚未完全结束。 报告称，第二财季销量超出摩根士丹利的预期，这印证了亚什兰公司业务的韧性及其增长计划的可行性。报告还指出，该公司对价格成本的评论也与分析师对下半年“略微有利”的预期相符。 然而，分析师表示，该公司必须应对新的运营问题，例如位于卡尔弗特城和霍普韦尔的制造工厂的问题，这些问题已导致利润损失约3000万美元。他们指出，投资者将密切关注这些不利因素是否会持续存在。 根据报告，亚什兰的业绩指引主要集中在第四财季，并取决于持续的销量增长势头或股价表现优于预期。 摩根士丹利维持对该公司股票的“持股观望”评级，并将目标股价从63美元下调至58美元。
Price: $53.17, Change: $+1.35, Percent Change: +2.61%
Energy stocks were higher Monday afternoon, with the NYSE Energy Sector Index increasing 0.7% and the State Street Energy Select Sector SPDR ETF (XLE) up 0.6%.The Philadelphia Oil Service Sector Index was decreasing 0.7%, and the Dow Jones US Utilities Index was shedding 0.7%.In sector news, oil prices rose as as investors weighed military action in the Strait of Hormuz, the chokepoint for about a fifth of global crude oil flows. Military tensions were fanning up in Hormuz on Monday, as several ships were struck amid Iranian threats and the US sent in destroyers and fought off further attacks, The Wall Street Journal reported. The skirmishes followed President Donald Trump's initiative to get ships bottled up in the Persian Gulf out through the crucial waterway, the Journal said.Front-month West Texas Intermediate crude oil was rising 3.5% to $105.53 a barrel, and the global benchmark Brent crude contract was advancing 5.7% to $114.28 a barrel. Henry Hub natural gas futures rose 3.7% to $2.88 per 1 million BTU.In corporate news, Chevron's (CVX) Q1 financial results set up a "meaningful" acceleration in sequential earnings, with momentum building through the rest of this year and into the first half of 2027, UBS analysts said in a note. UBS kept a buy rating on the stock and increased its price target to $220 from $218. Chevron shares were rising 1.5%.
Neil J Fernandes, Senior Vice President, on May 01, 2026, sold 18,170 shares in Lam Research (LRCX) for $4,635,894. Following the Form 4 filing with the SEC, Fernandes has control over a total of 67,144 common shares of the company, with 66,129 shares held directly and 1,015 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/707549/000070754926000024/xslF345X05/wk-form4_1777915449.xmlPrice: $259.38, Change: $+2.74, Percent Change: +1.07%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We maintain our 12-month target price at $21, 39.6x our 2027 EPS estimate, a discount to WY's three-year average forward P/E of 59.7x based on the outlook for depressed profitability in 1H 2026. We increase our 2026 adjusted EPS by $0.05 to $0.16 and decrease 2027 by $0.17 to $0.53. We note that lumber pricing momentum is positive, driven by mills shutting down over the past two years, which has created vacant supply while waiting for prices to increase. Management noted that the housing market is stuck in second gear with repair and renovation activity currently lacking a clear catalyst for growth. Export markets remain more challenged that last year due to elevated Japanese inventories and increased export costs due to higher energy prices. We believe WY remains overleveraged with lower profitability impacting cash flow generation this year with stronger lumber price realizations likely to increase supply and reduce potential EPS growth for WY in the long term.