-- 摩根士丹利週三發布的一份報告指出，受酒精飲料產業銷售下滑和伊朗衝突帶來的成本壓力影響，波士頓啤酒公司（Boston Beer，股票代號：SAM）可能持續面臨不利因素。 該投資公司表示，美國酒精消費持續受到人口結構變化、大麻替代品以及健康趨勢的抑制。摩根士丹利也指出，波士頓啤酒旗下的Twisted Tea和Truly硬蘇打水品牌銷售量也持續下滑。 該券商表示，為反映能源和鋁價上漲的影響，波士頓啤酒已將其2026財年的出貨量/消耗量預期下調至先前預期範圍的下限。波士頓啤酒目前預計出貨量/消耗量將下降個位數百分比至個位數百分比。 摩根士丹利將波士頓啤酒2026年和2027年的每股盈餘預期下調了約5%。 摩根士丹利也將波士頓啤酒的目標股價從 235 美元下調至 220 美元，評級維持「持股觀望」。
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%