-- 週五下午，醫療保健類股下跌，紐約證券交易所醫療保健指數下跌0.1%，道富醫療保健精選行業SPDR ETF (XLV)下跌0.3%。 iShares生物科技ETF (IBB)下跌0.7%。 公司新聞方面，Moderna (MRNA)重申了其2026年營收成長預期，並公佈了好於預期的第一季業績，這主要得益於新冠疫苗銷售額的成長。儘管如此，該股仍下跌了2.9%。 摩根士丹利表示，安進 (AMGN) 第一季度每股收益超預期主要得益於行政成本和稅收的降低。安進股價下跌5.6%。 諾和諾德 (NVO) 將其用於治療第2型糖尿病的口服索瑪魯肽藥物更名為Ozempic。該藥物先前以Rybelsus的名稱銷售。諾和諾德股價上漲3.2%。
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Research
Research Alert: CFRA Keeps Hold Opinion On Shares Of Exxon Mobil Corporation
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Our 12-month target of $167, up $1, reflects EV/EBITDA and DCF analyses. We apply an 8.2x multiple of EV to est. 2027 EBITDA - above XOM's historical forward average but below peak levels - yielding $125 per share. Our DCF model, using medium-term free cash flow growth of 5.6% per year, terminal growth of 2.5%, discounted at a WACC of 5.9%, yields $209 per share. We cut our 2026 EPS estimate by $1.43 to $9.21 and 2027's by $0.66 to $8.07. XOM's upstream production fell 8.2% sequentially in Q1, notably in Asia, where liquids production was down 21% and natural gas production was down 31%. Some of that decline is due to damage to Qatar LNG installations that have been damaged and are likely to take three to five years to restore to pre-war condition. Absent those issues as well as Winter Storm Fern, XOM noted that its upstream production would have grown 8% in Q1. We see ongoing strength in downstream margins, but the main catalysts should be volume recovery in Asia and crude oil prices.
$XOM
Research
Research Alert: CFRA Reiterates Buy Rating On Shares Of Crane Company
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 to $235 from $220 following CR's Q1 earnings print, valuing shares at 30x our 2027 EPS outlook of $7.85 (in line with previous forecast; 2026 EPS estimate revised to $6.85 from $6.70). We continue to see upside in shares as OEM sales pick up, along with improving aircraft production rates and as CR leverages its solid balance sheet to acquire and integrate attractive M&A targets (leverage ratio ~1.4x). The Aerospace continued to see strong order flows, with core backlog rising 14% Y/Y as a direct result. Commercial aftermarket sales were a point of concern in Q1 given the spike in oil prices, though we believe growth will eventually reaccelerate in this market given still-elevated utilization rates of aging fleets. Growth in Process Flow Tech was muted in Q1, though organic orders were encouraging as growth markets (pharma, cyro, power generation) support overall demand. We reiterate our Buy opinion on CR shares.
$CR
Sectors
Sector Update: Energy Stocks Fall Late Afternoon
Energy stocks fell late Friday afternoon with the NYSE Energy Sector Index and the State Street Energy Select Sector SPDR ETF (XLE) each falling 1.1%.The Philadelphia Oil Service Sector Index dropped 0.6%, and the Dow Jones US Utilities Index declined 0.5%.West Texas Intermediate crude oil fell 3% to $101.93 a barrel, and global benchmark Brent dropped 1.9% to $108.33 a barrel. Henry Hub natural gas futures rose 0.8% to $2.79 per 1 million BTU.In corporate news, Exxon Mobil (XOM) and Chevron (CVX) reported declines in Q1 earnings amid supply disruptions due to the Middle East war, though the results came in ahead of Wall Street's estimates. Exxon shares fell 0.6%, and Chevron declined 1.2%.BP (BP) is considering exiting part or all of its operations in the UK North Sea in order to strip assets and pay down debt, Bloomberg reported. BP shares fell 2.1%.Portland General Electric (POR) shares fell 4% the company reported Q1 earnings and revenue that missed estimates.Occidental Petroleum (OXY) appointed Chief Operating Officer Richard Jackson to succeed Vicki Hollub as president and CEO, starting June 1. Occidental shares declined 3.3%.
$BP$CVX$OXY$POR$XOM