-- （更新：全文添加通用汽车声明，并移除市场传闻标签） 通用汽车（GM）周四向发布声明称，该公司正在自愿召回部分ACDelco GMW DOT 3刹车油和离合器油，这些产品可能不符合美国联邦机动车辆安全标准。 通用汽车表示：“通用汽车经销商和ACDelco的直接采购商将下架所有来自问题批次的剩余库存。客户满意度是通用汽车团队的首要任务，我们正在尽快解决此事。” 此前，路透社援引美国国家公路交通安全管理局（NHTSA）的消息报道称，通用汽车因刹车油中存在沉淀物，在美国召回了40,440辆汽车。对此，通用汽车发布了上述声明。 然而，通用汽车告诉，此次召回与车辆无关，受影响的刹车油瓶数量约为40,400瓶。
Price: $78.48, Change: $-0.22, Percent Change: -0.28%
CVS Health (CVS) is increasingly more likely to reach its 3% Medicare Advantage target margin in 2028, RBC Capital Markets analyst said in a note Wednesday.Analysts said the company's Q1 adjusted earnings "comfortably" beat expectations, driven by "strong" topline growth and a notable improvement in profitability in the Health Care Benefits segment.Medical costs came in below expectations and, while the company maintained its medical benefit ratio guidance for the year, it is increasingly likely to outperform, according to the note.The brokerage raised its 2026 adjusted earnings estimate for the company to $7.41 from $7.10. Analysts surveyed by FactSet expect $7.29.RBC reiterated its outperform rating on the stock and increased its price target to $107 from $93.Price: $87.01, Change: $+0.14, Percent Change: +0.17%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We increase our target price to $86, from 85, on a forward P/E of 21x our 2027 EPS projection of $4.08, below historical averages. We increase our 2026 EPS projection to $3.59 from $3.52, and lift our 2027 EPS estimate to $4.08 from $4.06. TRMB reported solid Q1 beats with revenue of $939.9M, up 12% Y/Y, led by AECO at 14% organic revenue and ARR growth, Field Systems posting 12% growth, and Transportation & Logistics growing 7% despite freight market headwinds. ARR reached a record $2.435B, up 13% organically, reinforcing business model durability. Non-GAAP operating margin improved 230 bps to 25.9%, while non-GAAP gross margins expanded 180 bps to 71.0%, and we see continued margin expansion as its subscription revenues scale. We note steady execution in its core business, while building AI momentum through new products and partnerships with AI labs. Management reaffirmed its 2027 targets, supporting our positive view, though macro risks warrant monitoring.
Apollo Global Management (APO) shares are trading in-line with historical average multiple and at a lower discount against its peers, RBC Capital Markets said in a Thursday note."We maintain our Sector Perform rating largely driven by relative valuation," the report said.The note said its Q1 performance was characterized by strong fee-related earnings growth, offset by weak spread-related earnings growth, driving a low adjusted net income per share growth.RBC raised its price target to $146 from $139 on rolling forward its valuation and higher estimates.Price: $127.33, Change: $-2.20, Percent Change: -1.70%