杰富瑞将 QuidelOrtho 的评级从“买入”下调至“持有”，并将目标价从 35 美元下调至 12.50 美元。

US Natural Gas Stocks Rose by 63 Bln Cubic Feet in Week Ended May 1 Vs. Expected 72 Bln Increase; Prior Gain of 79 Bln

Research Alert: Bce Reports Better-than-expected Q1 Results On Ai-powered Businesses

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:BCE reported Q1 2026 revenue growth of 4.0% to $6,168M, supported by the Ziply Fiber acquisition, despite a 56.1% dividend reduction to $0.4375. Adjusted EPS of $0.63 beat the consensus of $0.58 but declined 8.7%, as adjusted EBITDA grew 2.9% to $2,631M with margin compression of 40 bps to 42.7%. The Ziply acquisition contributed $234M in revenue and $102M in EBITDA, demonstrating strategic value for BCE's growth opportunities. Management is targeting $1.5B in cost savings by 2028 with capital reallocation flexibility between Canadian and U.S. operations. Wireless showed improved competitive positioning with 16,947 postpaid net additions versus 9,598 losses in Q1 2025, while broadband performance was strong with 17,782 high-speed Internet net additions compared to 3,744 in the prior year. We will listen for updates on cost transformation, regulatory changes impacting fiber resale mandates, and digital media growth on the call.

Research Alert: Stratasys: Q1 Revenue Falls 2.5%, Posts Eps Loss Amid Tariff Pressures

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:SSYS reported Q1 revenue of $133M (-2.5% Y/Y), with a 5% products decline partially offset by 4% services growth, while adjusted EPS of -$0.01 beat consensus by $0.01. Adjusted gross margin compressed 200 bps to 46.3%, reflecting tariff and FX headwinds that management has struggled to offset through pricing or cost management. A notable bright spot was Stratasys Direct's 23% organic growth driven by drone applications, while the strong balance sheet with $237.8M cash and zero debt provides stability. Management maintained 2026 guidance of $565M-$575M revenue and $8M-$12.5M adjusted net income, accounting for ~$17M in FX/tariff impacts. We believe recurring consumables revenue and customer support provide defensive characteristics, while management's optimistic tone on defense sector opportunities could drive future growth. The company's emphasis on high-requirement applications, particularly defense contracts expected in 2026 and beyond, represents a potential catalyst.