-- 根据FactSet调查的分析师报告，IAC（IAC）的平均评级为“增持”，平均目标价为51.58美元。 （报道北美、亚洲和欧洲主要银行及研究机构的股票、商品和经济研究。研究机构可通过以下链接联系我们：https://www..com/contact-us）
Price: $41.07, Change: $-0.29, Percent Change: -0.70%
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Viavi Solutions Insider Sold Shares Worth $550,000, According to a Recent SEC Filing
Doug Gilstrap, Director, on May 05, 2026, sold 10,000 shares in Viavi Solutions (VIAV) for $550,000. Following the Form 4 filing with the SEC, Gilstrap has control over a total of 55,766 common shares of the company, with 55,766 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/912093/000091209326000042/xslF345X05/form4.xmlPrice: $53.01, Change: $-0.96, Percent Change: -1.78%
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Research Alert: CFRA Lowers Rating On Shares Of Super Micro Computer To Strong Sell From Sell
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We keep our price target at $16, 5.5x our FY 27 (Jun.) EPS view ($2.88), below SMCI's three-year average (~16x) given reputation risks and margin pressures. We lift our FY 26 EPS view by $0.35 to $2.58, lower FY 27's by $0.11 to $2.88, and initiate FY 28 at $2.92. We think SMCI's recent association with export control violations (BIS investigation still ongoing) could drive reduced demand, with Q3's 18% sales miss (attributed to customer fab readiness) worsening these fears. We also worry about access to suppliers (especially given memory shortages), and we point to SMCI's $10B Q/Q reduction in A/P (driving a $6.6B operating cash use) as a sign that customers are getting more cautious. Net debt now stands at $7.5B vs. $787M exiting Q2, and we suspect the BIS investigation is raising interest costs for SMCI that should start showing up on the bottom line. We think Q3's gross margin improvement (9.9%, +360 bps Q/Q) is largely mix-based (top customer 27% of sales vs. 63% in Q2) and not a structural improvement.
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Cameco Maintained at Buy at Stifel Canada Following Q1 Results; Price Target Kept at C$180
Stifel Canada on Wednesday maintained its buy rating on the shares of Cameco (CCO.TO, CCJ) and its C$180.00 price target following the company's first-quarter results."Cameco reported Q1/26 adjusted EPS of $0.47 vs. our $0.27 estimate (consensus: $0.34), adjusted EBITDA of $509Mln vs. our $405Mln forecast (consensus: $440Mln) on uranium sales of 7.8Mln lbs vs. our 7.9Mln lbs expectation, and adjusted attributable Westinghouse EBITDA of $122Mln vs. our $167Mln, reflecting normal variability in timing of work completion in its core business and compares with the FY26 guidance of US$370M-$430Mln (23% of midpoint). Overall, we are positive on the beat, and Q1/26 operating results look consistent with FY26 expectations with guidance maintained and the new three-year McArthur River/Key Lake collective bargaining agreement (CBA) removes a significant labor disruption risk to our estimates. Q1/26 average unit cost of sales of $58.13/lb (-18.5% QoQ) vs our $66.20/lb estimate reflects 0.750Mln lbs of product loan facilities used to meet delivery requirements (+$0.13 impact)," analyst Ralph Profiti wrote.(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)Price: $164.73, Change: $+8.49, Percent Change: +5.43%
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