-- 取締役のダグ・ギルストラップ氏は、2026年5月5日にViavi Solutions（VIAV）の株式10,000株を550,000ドルで売却しました。SECへのフォーム4の提出後、ギルストラップ氏は同社の普通株式合計55,766株を保有しており、そのうち55,766株は直接保有しています。 SEC提出書類：https://www.sec.gov/Archives/edgar/data/912093/000091209326000042/xslF345X05/form4.xml
Price: $53.01, Change: $-0.96, Percent Change: -1.78%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our 12-month target price by $26 to $198, assuming a 10% BTC yield in 2026 (997K BTC by year-end), a $85K BTC target price, and a 1.20x mNAV (BTC/EV premium). We feel traditional valuation multiples are irrelevant and focus on capital-raising efforts and mNAV estimates to determine our price target. We expect MSTR to acquire 280K-350K BTC in 2026 based on new capital, average BTC prices, and mNAV assumptions. Management announced its intent to move from a passive buy-and-hold vehicle to active management. MSTR currently has $2.2B in BTC it could sell at a loss and pay preferred dividends, creating less dilution vs newly raised capital. Management was willing to potentially sell BTC if mNAV fell below 1.2x and use the proceeds to repurchase stock. Management already raised $11.7B YTD in proceeds, ahead of our view, and we expect STRC to remain the primary vehicle for newly raised capital unless mNAV expands to 1.4x-1.6x. We forecast EPS of $20 (down from $30) in 2026 and $40 (unchanged) in 2027.
Luke M Scrivanich, Senior Vice President and General Manager, Optical Security and Performance Products, on May 06, 2026, sold 10,693 shares in Viavi Solutions (VIAV) for $566,729. Following the Form 4 filing with the SEC, Scrivanich has control over a total of 39,287 common shares of the company, with 39,287 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/912093/000091209326000048/xslF345X05/form4.xmlPrice: $53.09, Change: $-0.88, Percent Change: -1.63%
(Updates prices.)Gold was higher midafternoon on Wednesday as the U.S. dollar and yields were sharply lower on reports Iran and the United States are closing in on a deal to end their war, while U.S. private-sector hiring surged last month.Gold for June delivery was last seen up US$122.50 to US$4,691.00 per ounce.The gain in the precious metal follows reports, later confirmed by U.S. President Trump, that Iran and the United States are close to a negotiated deal to end hostilities. In a social media post, Trump said the war "will be at an end" and the Strait of Hormuz will reopen to traffic if Iran agrees to a U.S. peace proposal.Oil traded sharply lower on expectations a deal would reopen the Strait of Hormuz, the chokepoint for 20% of daily oil supply from Persian Gulf nations, easing worries over rising inflation and higher interest rates due to the supply shock."Washington is shifting focus to reopening the strait amid foreign pressure and rising domestic opposition to the war," Saxo Bank noted.U.S. private sector hiring surged in April, with the ADP National Employment Report seeing a rise of 109,000 private-sector jobs last month, up from 61,000 in March and above expectations for a rise of 84,000 positions according to Marketwatch.The dollar was sharply lower early, with the ICE dollar index last seen down 0.39 points to 98.05. Treasury yields also fell, with the yield on the U.S. two-year note last seen down 7.4 basis points to 3.876%, while the 10-year note was paying 4.355%, down 7.4 points.