-- （标题和第一段已更新股票走势） Viavi Solutions (VIAV) 股价在周四盘前交易中上涨 23%，此前该公司隔夜公布的第三财季盈利和销售额均超出预期，且其对下一财季的业绩指引也高于市场普遍预期。 该公司周三晚间公布的第三财季非GAAP每股收益为0.27美元，高于去年同期的0.15美元。 FactSet调查的分析师此前预期为0.23美元。 截至3月28日的季度净收入为4.068亿美元，高于去年同期的2.848亿美元。 FactSet调查的分析师此前预期为3.938亿美元。 该公司表示，预计第四财季非GAAP每股收益为0.29美元至0.31美元，净收入为4.27亿美元至4.37亿美元。 分析师分别预期为 0.24 和 4.022 亿美元。
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.