-- （標題和第一段更新了最新的股價走勢和奧本海默的評級下調。） TransMedics (TMDX) 股價週三午後交易中下跌超過 25%，此前奧本海默將該股評級從“跑贏大盤”下調至“與大盤持平”。此前一天，該公司公佈的第一季業績低於預期。 該公司週二晚間公佈的第一季調整後淨利為每股攤薄收益 0.30 美元，低於去年同期的 0.74 美元。 FactSet 調查的分析師預期為每股 0.60 美元。 截至 3 月 31 日的三個月內，營收從去年同期的 1.435 億美元增至 1.739 億美元。 FactSet 調查的分析師預期為 1.745 億美元。 該公司重申了 2026 年營收預期，為 7.27 億美元至 7.57 億美元。分析師預期為 7.402 億美元。
Price: $71.15, Change: $-23.78, Percent Change: -25.05%
Tenaris (TS) reported fiscal Q1 earnings late Wednesday of $1.07 per American depository share, up from $0.94 a year earlier.Analysts polled by FactSet expected $0.89.Net sales for the quarter ended March 31 rose to $3.10 billion from $2.92 billion a year earlier.Analysts surveyed by FactSet expected $2.99 billion.For Q2, the company said it expects sales will be affected by lower shipments in the Middle East.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:AMH delivered Q4 2025 FFO of $0.47 per share, in line with consensus, while revenue of $455M missed estimates despite 4.2% growth driven by higher rental rates. Average occupancy declined 30 bps to 95.0% and blended lease rates of +2.8% decelerated from 3.6% in Q3, signaling weakening pricing power in a challenging rental market. Management significantly lowered 2026 core NOI growth guidance to just 1.0%-3.0%, down from beginning 2025 expectations, citing economic uncertainties. The trust maintains a strong balance sheet with $5.2B total debt, no maturities until 2028, and 8.5-year average maturity. AMH plans $500M-$600M in property acquisitions and $150M-$250M in development for 2026, while executing $115M in share repurchases. We view the disappointing guidance and slowing lease growth as signs of mounting operational headwinds, though the unencumbered balance sheet and disciplined capital allocation provide some stability in the near term.