-- （標題和第一段已更新股票走勢） Viavi Solutions (VIAV) 股價在周四盤前交易中上漲 23%，此前該公司隔夜公佈的第三財季盈利和銷售額均超出預期，且其對下一財季的業績指引也高於市場普遍預期。 該公司週三晚間公佈的第三財季非GAAP每股收益為0.27美元，高於去年同期的0.15美元。 FactSet調查的分析師先前預期為0.23美元。 截至3月28日的季度淨收入為4.068億美元，高於去年同期的2.848億美元。 FactSet調查的分析師先前預期為3.938億美元。 該公司表示，預計第四財季非GAAP每股收益為0.29美元至0.31美元，淨收入為4.27億美元至4.37億美元。 分析師分別預期為 0.24 和 4.022 億美元。
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.