-- 摩根士丹利周三发布的一份报告指出，受酒精饮料行业销量下滑和伊朗冲突带来的成本压力影响，波士顿啤酒公司（Boston Beer，股票代码：SAM）可能持续面临不利因素。 该投资公司表示，美国酒精消费量持续受到人口结构变化、大麻替代品以及健康趋势的抑制。摩根士丹利还指出，波士顿啤酒旗下的Twisted Tea和Truly硬苏打水品牌销量也持续下滑。 该券商表示，为反映能源和铝价上涨的影响，波士顿啤酒已将其2026财年的出货量/消耗量预期下调至此前预期范围的下限。波士顿啤酒目前预计出货量/消耗量将下降个位数百分比至个位数百分比。 摩根士丹利将波士顿啤酒2026年和2027年的每股收益预期下调了约5%。 摩根士丹利也将波士顿啤酒的目标股价从 235 美元下调至 220 美元，评级维持“持股观望”。
Price: $210.24, Change: $+3.99, Percent Change: +1.93%
Aptiv (APTV) stock sell-off post Q1 results was unwarranted and likely driven by the lower-than-expected Q2 guide and rising cost pressures with 2026 more back-half weighted that appears like a steep ramp, UBS said in a Wednesday research report.While Q2 is impacted by "stranded cost" and Ford Motor (F) volume timing, H2 ramp looks more achievable than optics suggest amid positive developments in China and the non-auto segments, analysts wrote.The company expects positive growth from China in Q2, driven by new programs and normalization of production at key customer, the brokerage stated.Commodity headwinds should abate in H2 as recoveries lag, UBS said.The brokerage said it reiterated its buy rating on the stock and price target of $80 per share.Aptiv shares were up 4% in Wednesday trading.Price: $56.47, Change: $+1.64, Percent Change: +2.99%
Price: $15.79, Change: $-4.34, Percent Change: -21.55%
Ocular Therapeutix (OCUL) is moving closer to a potential US Food and Drug Administration filing for axpaxli, its long-acting treatment for wet age-related macular degeneration, as regulators begin formal discussions on a single-trial approval path, RBC Capital Markets said Tuesday in a report.Management said talks with the FDA are now ongoing, raising the possibility of submitting an application based on the company's successful pivotal study, rather than waiting for a second trial that is due to read out in early 2027, RBC said.The company plans to provide additional regulatory and program updates at an investor day on June 17, RBC said.Ocular continues to target a potential 2027 launch for axpaxli under a single-trial filing strategy, and RBC reiterated its view that the drug has a "positive benefit/risk profile."RBC maintained its rating of outperform, speculative risk, on Ocular stock with a $30 price target.Price: $9.84, Change: $+0.13, Percent Change: +1.29%