-- （見出しと冒頭段落に最新の株価動向とアナリスト評価を追記しました。） ランバス（RMBS）の株価は、ベアード証券が目標株価を120ドルに設定し、投資判断を「アウトパフォーム」から「ニュートラル」に引き下げたこと、そして同社の第1四半期（非GAAPベース）の利益がアナリスト予想を下回ったことを受け、火曜午後の取引で約21%下落した。 同社は月曜遅くに第1四半期（非GAAPベース）の1株当たり利益（希薄化後）を0.63ドルと発表。前年同期の0.59ドルから増加した。 ファクトセットが調査したアナリストは0.64ドルを予想していた。 3月31日締めの四半期の売上高は1億8020万ドルで、前年同期の1億6670万ドルから増加した。 ファクトセットが調査したアナリストは1億7990万ドルを予想していた。
Price: $111.77, Change: $-29.39, Percent Change: -20.82%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:WM's Q1 results exceeded expectations, with operating EPS of $1.81 (up 8.4% Y/Y) vs. consensus of $1.74, driven by better-than-anticipated margin execution. Adjusted EBITDA margin expanded 70 bps to 29.8%, with Recycling and Renewable segments showing impressive gains of 370 bps and 790 bps, respectively. We believe operational efficiency initiatives are paying dividends as WM invests in technology and automation to optimize its cost structure, a trend that should continue supporting margin expansion in 2026 and beyond. Core pricing remained robust at 6.3%, reflecting WM's pricing power as the company shifts toward higher-margin contracts. WM completed three recycling facilities during the quarter, adding nearly 300K tons of processing capacity in growing markets. We see newer automated facilities as making this business more profitable. Healthcare Solutions integration was notable, with adjusted EBITDA growing 11.6% despite slight revenue decline, driven by SG&A cost management and synergy capture.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:ESS delivered solid Q1 2025 results, with FFO of $4.17 per share, $0.21 above consensus, and same-property revenue growth of 2.9%. Cash NOI grew 4.3% Y/Y due to rental revenue of $482M, with average monthly rent up 2.2% to $2,719. We believe the West Coast multifamily market is showing modest growth, with Northern California leading the recovery at 3.9% same-property revenue growth, followed by Seattle Metro at 2.3% and Southern California at 2.2%. Management reaffirmed 2026 guidance, with FFO expected at $15.69-$16.19 per share and same-property revenue growth of 1.7%-3.1%. ESS increased its annual dividend by 0.8% to $10.36 per share, marking the 32nd consecutive annual increase, while repurchasing $61.9M in shares YTD. We like the portfolio's performance trajectory amid the ongoing West Coast market recovery, though operating expenses continue outpacing revenue growth at +2.5% to +3.5%. This leads to cash NOI of only +0.8% to +3.4% with the midpoint at +2.1% Y/Y.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Edison International reported Q1 2026 core EPS of $1.42 vs. $1.37 prior year, driven by 2025 General Rate Case rate relief, partially offset by the absence of $0.30 per share interest expense benefits from TKM Settlement Agreement cost recoveries. GAAP EPS declined to $1.38 from $3.73 due to the absence of $908M in prior-year non-core benefits. Operating revenue increased 7.7% to $4,103M while cash flow from operations grew 16.6% to $1,427M, though interest expense rose substantially to $524M from $301M due to capital funding requirements. Management affirmed 2026 core EPS guidance of $5.90-$6.20 and maintained confidence in 5%-7% core EPS growth from 2025 to 2030. We think the company's long-term EPS goals are overly optimistic as we forecast EPS growth closer to the 3%-4% range, suggesting EIX has the lowest earnings trajectory among peers with an 8.9% average, making even the 5%-7% target appear uncompetitive, in our view.