-- 週一下午晚些時候，醫療保健類股上漲，紐約證券交易所醫療保健指數上漲0.2%，道富醫療保健精選行業SPDR ETF (XLV)上漲0.3%。 iShares生物科技ETF (IBB)上漲1.6%。 公司新聞方面，Seer (SEER)股價飆升12%，此前該公司週一證實，已收到其股東Radoff-JEC集團的非約束性主動要約，擬以每股2.25美元現金加或有價值權收購其所有已發行A類股份。 Revolution Medicines (RVMD)股價暴漲40%，此前該公司週一表示，其用於治療一種胰腺癌的實驗性藥物daraxonrasib的3期臨床試驗已達到關鍵目標。 Spyre Therapeutics (SYRE) 股價應聲上漲 23%，此前該公司宣布，其用於治療中重度活動性潰瘍性結腸炎的在研藥物 SPY001 在一項 II 期臨床試驗中達到了主要終點和關鍵次要終點。 Wedbush Securities 在一份報告中指出，Replimune (REPL) 正在進行的黑色素瘤候選藥物 RP1 的 III 期臨床試驗面臨“重大風險”，此前美國食品藥品監督管理局 (FDA) 拒絕了該公司的生物製品許可申請。 Wedbush 將 Replimune 的評級從“跑贏大盤”下調至“中性”，並將目標價從 19 美元下調至 2 美元。 Replimune 股價應聲暴跌 63%。
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Research Alert: CFRA Maintains Hold Rating On Shares Of United Rentals Inc.
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 to $1,100 from $950 following a strong first quarter, valuing shares at 20.5x our 2027 EPS outlook of $54.28 (in line with previous estimate; 2026 EPS also in line). We believe a higher multiple is justified given URI's firming market leadership within an expanding rental equipment industry. A robust Q1 beat enabled URI to raise its full-year revenue guidance to $16.9B-$17.4B and adjusted EBITDA to $7.625B-$7.875B, citing momentum heading into a busy season. With leverage well below historical levels, we believe accretive M&A deals could serve as a potential catalyst for additional guidance increases. Margin compression has been a sticky issue for URI, but Q1 indicated that pricing may have turned around and that headwinds are starting to ease as quarterly results begin to lap when tariff-related inflation began to pick-up. We remain cautious on margins, though are encouraged by signs of stabilization. New project activity is likely supporting pricing trends, in our view.
$URI
Equities
Petro Rabigh Emerges From Loss in Q1; Revenue Grows
Rabigh Refining and Petrochemical (SASE:2380), d/b/a Petro Rabigh, said Sunday it swung back to profit in the first quarter of 2026, while revenue increased year over year.Net profit attributable to shareholders of the issuer for the three months ended March 31 was 1.47 billion Saudi riyals, compared with the attributable loss of 691 million riyals earlier. EPS moved to 0.88 riyal from a loss per share of 0.41 riyal.The Tadawul-listed oil refining and petrochemical company's revenue was 14.85 billion riyals, compared with 11.21 billion riyals a year ago.
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Research
Research Alert: CFRA Keeps Buy Opinion On Shares Of The Hartford Insurance Group, Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We trim our 12-month target price by $8 to $155, valuing HIG shares at 11.3x our 2026 operating EPS estimate of $13.75 (cut by $0.45) and at 10.6x our 2027 EPS estimate of $14.65 (cut by $0.30), vs. the shares' one-year average forward multiple of 10.3x and peer average of 13x. Q1 EPS of $3.09 vs. $2.20 a year ago missed our $3.60 estimate and $3.39 consensus view. Operating revenue growth of 6.2% was in line with our 6%-10% forecast, amid 5.3% earned premium growth, 13% higher net investment income, and 7.9% fee revenue growth. Q1 written premium growth of 4% and full-year 2025 growth of 7% bode well for 2026 revenue trends as premiums are earned. Underwriting results improved significantly, with Personal Lines combined ratio improving to 87.7% from 106.1% and underlying combined ratio to 85.0% from 89.7%. Business Insurance combined ratio was stable at 94.8%. Weighing the Q1 EPS miss with HIG's decent top-line growth and discounted valuation to peers, we view the shares as undervalued.
$HIG