-- （标题和第一段更新了最新的股价走势和分析师评级。） 周二下午交易中，Rambus (RMBS) 股价下跌近 21%，此前 Baird 将该股评级从“跑赢大盘”下调至“中性”，目标价为 120 美元，且该公司第一季度非 GAAP 盈利低于分析师预期。 该公司周一晚间公布的第一季度非 GAAP 每股收益为 0.63 美元，高于去年同期的 0.59 美元。 FactSet 调查的分析师预期为 0.64 美元。 截至 3 月 31 日的第一季度营收为 1.802 亿美元，高于去年同期的 1.667 亿美元。 FactSet 调查的分析师预期为 1.799 亿美元。
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:TER's results again beat consensus in Q1, with sales of $1.28B (+87% Y/Y) outpacing the Street's $1.22B by 5.5% and non-GAAP EPS of $2.56 (+241%) beating expectations for $2.11 by 21%. While still impressive, these results may disappoint more bullish investors, following Q4's blowout beats of 11%/30% for sales/EPS, respectively. Guidance was similarly underwhelming given high expectations, with midpoints of $1.20B in revenue and $2.01 in EPS coming in only just above the Street's views of $1.19B/$1.96, whereas last quarter's guidance beat by an eye-popping 27%/66% for sales/EPS. AI comprised approximately 70% of demand during the quarter, as expected. Semiconductor Test (87% of sales) accelerated +105%, System Test grew +78%, and Robotics rebounded +32% after declines throughout 2025, reflecting broad-based demand. We think 2H will start to reverse 1H's strength given order lumpiness and management's warnings of demand pull-in, with ongoing memory/cleanroom constraints potentially adding pressure.
oOh!media (ASX:OML) received an unsolicited, non-binding proposal from Pacific Equity Partners to acquire the company for AU$1.40 per share in cash, according to a Wednesday filing with the Australian bourse.The proposal is subject to several conditions, including the completion of due diligence, unanimous recommendation by oOh!media's board, and regulatory approvals, per the filing.The company said it is evaluating the proposal alongside financial adviser UBS Securities Australia and legal adviser Mallesons.
Bellevue Gold (ASX:BGL) produced 40,745 ounces of gold and sold 39,754 ounces of gold at an average price of AU$3,459 per ounce during the March quarter, according to a Wednesday Australian bourse filing.The company produced 25,146 ounces of gold and sold 25,775 ounces of gold at an average price of AU$3,259 per ounce during the March 2025 quarter, an earlier filing showed.The company said it was on track to meet fiscal 2026 production guidance in the range of 130,000 to 150,000 ounces of gold and all-in sustaining costs guidance of AU$2,600 to AU$2,900 per ounce, the filing added.