-- 摩根士丹利周一在一份报告中表示，受NAND闪存系统价格上涨的推动，闪迪(SNDK)预计将再次发布强劲的季度和全年业绩展望。 该公司计划于4月30日公布其第三财季财务业绩。 摩根士丹利表示，由于超大规模数据中心的需求以及日益短缺的供应，NAND闪存的价格上涨势头在进入本季度后依然强劲，并且短期内不太可能发生变化。 这家投资公司表示，尽管预计该公司将发布非常强劲的业绩，但其股价更多地受久期影响，在经历了上个月60%的涨幅后，可能需要更长时间才能继续上涨。 在资本支出方面，该投资公司表示，预计闪迪未来12个月的年度总资本支出将增长40%至50%。 摩根士丹利维持对该股的“增持”评级，并将目标价从690美元上调至1100美元。 周一，闪迪股价上涨超过5%。
Price: $1044.27, Change: $+54.37, Percent Change: +5.49%
Robert Bessler, Director, on April 23, 2026, sold 69,899 shares in Lifestance Health Group (LFST) for $492,400. Following the Form 4 filing with the SEC, Bessler has control over a total of 1,485,228 common shares of the company, with 57,619 shares held directly and 1,427,609 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1845257/000119312526182153/xslF345X05/ownership.xml
Celestica (CLS) reported Q1 adjusted earnings late Monday of $2.16 per diluted share, up from $1.20 a year earlier.Analysts polled by FactSet expected $2.07.Revenue for the three months ended March 31 was $4.05 billion, up from $2.65 billion a year earlier.Analysts surveyed by FactSet expected $4.04 billion.For Q2, the company expects adjusted EPS of $2.14 to $2.34 on revenue of $4.15 billion to $4.45 billion. Analysts expect EPS of $2.13 on revenue of $4.17 billion.The company now expects 2026 adjusted EPS of $10.15 on revenue of $19 billion, revised from $8.75 and $17 billion, respectively, expected earlier. Analysts expect EPS of $8.93 on revenue of $17.34 billion.
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 price of $550, valuing AMP shares at 12.5x our 2026 adjusted EPS estimate of $43.84 (raised by $1.34) and at 11.7x our 2027 EPS estimate of $46.90 (raised by $0.70). This compares to the three-year average forward multiple of 12x and peer average of 15.5x. AMP posted Q1 2026 adjusted operating EPS of $11.26 vs. $9.50, a 19% rise that topped our $10.12 estimate and $10.21 consensus view. Revenue growth of 11% exceeded our forecast and our 6%-10% growth forecast for 2026, while pretax adjusted operating margins expanded 130 bps to 28% on revenue gains and cost containment efforts. We now see revenue growth of 7% to 12% in 2026 and 2027. AMP also continued its substantial capital return program, returning $936M to shareholders in Q1 (70% of adjusted operating earnings) and $3.4B in 2025 (88% of earnings). Currently trading at 10.9x our 2026 EPS estimate, and with some decent revenue and earnings momentum, we view the shares as undervalued versus peer and historical averages.