-- 週四下午，海明仕 (HIMX) 股價上漲近 30%，此前該公司公佈了第一季業績和第二季業績展望。 此前，該公司公佈第一季每股攤薄收益為 0.046 美元，低於去年同期的 0.114 美元。 FactSet 調查的兩名分析師此前預計，這家位於台灣的無晶圓廠顯示驅動單元及其他產品製造商的每股收益為 0.05 美元。 截至 3 月 31 日的第一季度，該公司營收為 1.99 億美元，而去年同期為 2.151 億美元。 FactSet 調查的一名分析師此前預計營收為 1.95 億美元。 該公司表示，預計第二季每股攤薄收益為 0.09 美元至 0.10 美元，淨營收將年增 10% 至 13%。兩名分析師此前預計每股收益為 0.06 美元。
Price: $15.90, Change: $+3.57, Percent Change: +28.95%
Amir Weiss, Chief Accounting Officer, on May 06, 2026, sold 10,679 shares in Teva Pharmaceutical Industries (TEVA) for $384,444. Following the Form 4 filing with the SEC, Weiss has control over a total of 20,016 ordinary shares of the company, with 20,016 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/818686/000119312526211855/xslF345X05/ownership.xml
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our price target by $2 to $240, based on 30x our 2027 EPS view, just below DASH's three-year average (~32x) given competitive threats from AI and Uber Eats, offset by the company's dominant market position and positive network effects. We raise our 2026 adjusted EPS view by $0.10 to $5.63 and 2027's by $0.06 to $7.99. We are encouraged by DASH's Q2 Marketplace GOV guidance (+36% Y/Y), an encouraging result following relatively soft guidance for Q1, especially given fears of a weakening consumer. International sales continue to scale solidly, with Deliveroo accelerating to 14% Y/Y growth in Q1 vs. 7% growth in Q4 (we expect continued improvement all year). Margin pressure remains (adjusted EBITDA margin -20 bps Y/Y to 2.4%) but should fade as platform integration activities finish up early next year. Adjusted EBITDA guidance (midpoint of $820M) was above expectations ($742M), despite the company expecting another $50M gas relief charge, which should persist amid the Strait of Hormuz closure.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Our 12-month target remains $76, a 15x multiple of projected FY 27 EPS of $5.09 (raised by $0.02). We also lift our FY 26 (Sep.) EPS est. by $0.09 to $4.11. This multiple is slightly above TSN's long-term average of 14x, reflecting favorable secular tailwinds, including a continued shift in consumer preferences toward protein and improved earnings growth potential as the Beef segment recovers, likely in FY 27. Operationally, TSN is executing well, particularly in Chicken, where margins continue to widen, up 290 bps year over year in FQ2. Beef remains pressured by historically tight cattle supplies, with the U.S. herd at its lowest level since 1951, though we expect margins to improve following recent restructuring actions, including rightsizing production to improve capacity utilization. TSN's balance sheet is solid, noting its leverage ratio (net debt/adjusted EBITDA) has now improved to 2.2x vs. 3.9x two years ago. This provides a decent degree of financial flexibility in our view.