-- （見出しと冒頭段落に、最新の株価動向とオッペンハイマーによる格下げを追記しました。） トランスメディクス（TMDX）の株価は、同社が予想を下回る第1四半期決算を発表した翌日、オッペンハイマーが投資判断を「アウトパフォーム」から「マーケットパフォーム」に引き下げたことを受け、水曜日の午後の取引で25%以上下落しました。 同社は火曜日遅くに、第1四半期の調整後純利益が希薄化後1株当たり0.30ドルとなり、前年同期の0.74ドルから減少したと発表しました。 ファクトセットが調査したアナリストは0.60ドルを予想していました。 3月31日までの3ヶ月間の売上高は、前年同期の1億4350万ドルから1億7390万ドルに増加しました。 ファクトセットが調査したアナリストは1億7450万ドルを予想していました。 同社は2026年の売上高見通しを7億2700万ドルから7億5700万ドルに据え置きました。アナリストは7億4020万ドルを予想しています。
Price: $71.15, Change: $-23.78, Percent Change: -25.05%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:RUN reported Q1 sales of $722M (+43% Y/Y), beating consensus estimates of ~$639M, though we view this as largely an accounting presentation issue rather than fundamental business acceleration. Operational metrics show significant volume declines with storage capacity installed (282 MWh, -15% Y/Y), solar capacity (154 MW, -19% Y/Y), and subscriber additions (17,665, -25% Y/Y) all declining. We view RUN's storage-first positioning as strategic for long-term distributed energy opportunities, with storage attachment rate reaching a record 73% (+400 bps Y/Y), though monetization remains in early innings. Management maintained 2026 cash generation guidance of $250M-$450M despite Q1 cash burn of $59M (vs. +$56M in Q1 2025). We view the improvement in net subscriber value to $11,892 (+14% Y/Y) as encouraging, driven by larger system sizes and lower cost of capital, but broader industry headwinds are playing an increasingly significant role.
Fastly (FSLY) reported Q1 adjusted earnings late Wednesday of $0.13 per diluted share, compared with the loss of $0.05 a year earlier.Analysts polled by FactSet expected earnings of $0.08.Revenue in the three months ended March 31 rose to $173 million from $144.5 million a year earlier.Analysts surveyed by FactSet expected $171.8 million.Fastly expects Q2 non-GAAP net income of $0.05 to $0.08 a share on revenue of $170 million to $176 million. Analysts polled by FactSet project EPS of $0.04 on revenue of $169.8 million.The company expects full-year non-GAAP net income of $0.27 to $0.33 a share on revenue of $710 million to $725 million. Analysts project EPS of $0.27 on revenue of $712 million.Fastly shares tumbled 28% in after-hours trading.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:FTNT delivered exceptional Q1 2026 results with revenue of $1.85B beating consensus by $120M and non-GAAP EPS of $0.82 exceeding estimates by $0.20. Product revenue accelerated to $645M (+40.5% Y/Y) significantly outpacing service revenue growth of 11%, while billings surged 30.5% to $2.09B. The robust appliance demand suggests active security infrastructure refreshes, though we highlight potential pulled-forward demand amid supply chain challenges and higher memory prices. Operating leverage remained strong with non-GAAP operating margin expanding 160 bps to 36%, while record cash generation of $1.08B in operating cash flow underscores the business model's strength. We expect the SASE evolution and "SASE Firewall" convergence to serve as key differentiators in the competitive landscape. Management raised 2026 revenue guidance to $7.71B-$7.87B from $7.50B-$7.70B, above consensus of $7.6B, and lifted EPS guidance to $3.10-$3.16 from $2.94-$3.00, beating Street forecasts of $3.00.