-- （見出しと冒頭段落に株価変動を追記） Viavi Solutions（VIAV）の株価は、同社が前夜に発表した第3四半期決算で予想を上回る好調な業績と売上高を記録し、次四半期の業績見通しも市場予想を上回ったことを受け、木曜日のプレマーケット取引で23%上昇した。 同社は水曜日遅くに、第3四半期の非GAAPベースの1株当たり利益（希薄化後）が前年同期の0.15ドルから0.27ドルに増加したと発表した。 FactSetが調査したアナリストは0.23ドルを予想していた。 3月28日締めの第3四半期の純売上高は4億680万ドルで、前年同期の2億8480万ドルから増加した。 FactSetが調査したアナリストは3億9380万ドルを予想していた。 同社は、第4四半期の非GAAPベースの1株当たり利益（EPS）を0.29ドルから0.31ドル、純売上高を4億2700万ドルから4億3700万ドルと予想している。 アナリストはそれぞれ0.24ドルと4億220万ドルを予想している。
Price: $56.00, Change: $+10.47, Percent Change: +23.00%
SiteOne Landscape Supply (SITE) has an average rating of overweight and mean price target of $160.73, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Our downgrade (to Hold from Buy) is on valuation, with shares up 21% YTD and now trading close to our target price. We maintain our 12-month target price at $40, a 10.9x multiple of enterprise value to projected '27 EBITDA, slightly above EPD's historical forward average. The applied multiple is a small premium to EPD's historical forward average, but is merited in our view by rising demand for U.S. midstream assets. Such assets can help bring more crude oil, NGLs, and natural gas to export terminals at a time when Middle East-sourced energy is constrained. We raise our '26 EPS estimate by $0.06 to $2.90, and '27's by $0.03 to $3.23. Capex spend looks relatively high in '26, but should drop off meaningfully in '27. Units yield 5.7%, adding to total return potential. We see EPD with the combination of growth capex and dividends chewing up 89% of operating cash flow in '26, about in line with peers, and implying a modest margin for error.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Molson Coors (TAP) posted Q1 adjusted EPS of $0.62 vs. $0.50 (+24%), well ahead of the $0.36 consensus. The beat was due to stronger-than-expected sales and margins, as net sales rose 2.0% to $2.35B ($25M above consensus) on a 2.9% drop in financial volume, partially offset by positive impacts from price/sales mix (+3.0%) and currency (+1.9%). Gross margin expanded 130 bps to 38.2% (350 bps ahead of consensus). The decline in financial volume reflected ongoing industry challenges, with U.S. brand volumes falling 3.5% due to lower share performance in core and value segments, while Canada experienced a 4.0% decline led by broader industry weakness. TAP maintained guidance for a full-year underlying EPS decline of 11%-15%, implying EPS of approximately $4.61-$4.82, versus the current consensus of $4.71 and the $5.42 earned in 2025. TAP shares are currently trading 5% higher in pre-market trading following the release. TAP's margin performance was notably strong, with COGS remaining flat despite lower volumes.