-- 瑞银证券周四在一份报告中指出，Brinker International (EAT) 2026财年全年业绩预期上限有望实现，这主要得益于Chili's鸡肉三明治的强劲上市以及各项销售举措的持续推进。 该券商预计，Chili's餐厅在第四财季的同店销售额将实现中等个位数增长，客流量也将有所提升。报告还指出，在日常优惠、市场营销、菜单优化、运营改进以及门店翻新带来的长期效益的推动下，这一增长势头有望在2027财年延续。 瑞银表示，Brinker未来的其他利好因素包括门店增长加速、Maggiano's餐厅最终扭亏为盈、稳健的资产负债表以及股票回购。 瑞银维持对Brinker的“买入”评级，目标价为190美元。
Price: $151.10, Change: $+3.30, Percent Change: +2.23%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our 12-month price target by $9 to $293, or 32x our 2026 EPS estimate (unchanged) and in line with shares' five-year average forward multiple. We raise our 2026 EPS estimate to $9.16 from $8.88 and lower 2027's to $10.03 from $10.20. Following Q1 results that beat expectations and included raised guidance, we maintain our 2-STARS (Sell) rating. U.S. RevPAR performance broadened from primarily luxury and upper upscale segments to include more meaningful midscale contribution, which management attributes to the return of middle- and low-income consumers. However, we note Q1 results also included ADR deceleration, particularly among luxury hotels, which historically drive significant profit contribution. HLT's Q2 EBITDA guidance of $1,015-$1,035 million being below the $1,081 million consensus suggests luxury pricing power is weakening faster than midscale volume can offset. While the broadening demand trend is positive, we believe slowing luxury tailwinds limit upside at current valuation levels.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our 12-month price target to $200 from $243, reflecting an 8.7x multiple of our 2026 EPS estimate, below peer multiples and a discount to UHS's five-year historical forward average of 11.9x. We lower our 2026 EPS forecast to $22.95 from $23.39 and cut our 2027 view to $25.48 from $25.67. Q1 inpatient volumes were flat on a same-facility basis, with seasonal headwinds from unfavorable winter weather and a milder flu/respiratory illness period. The recent expiration of ACA EPTCs also posed challenges, as UHS estimates a near 5% drop in ACA adjusted admissions relative to Q1 2025. UHS maintained its prior forecast of a 25%-30% decline in ACA exchange volumes during the full year, which represented around 6% of the acute care business adjusted admissions in 2025 and under 5% of the acute care segment revenues. UHS anticipates a $75M pre-tax earnings hit in 2026 from these developments, unchanged from prior guidance.
Shenghe Resources' (SHA:600392) net profit attributable to shareholders in the first quarter jumped 94% to 327.3 million yuan from 168.3 million yuan a year earlier, according to a Shanghai bourse filing on Thursday.Earnings per share rose year on year to 0.1867 yuan from 0.0960 yuan.The Chinese rare earth miner's operating revenue climbed 13% to 3.38 billion yuan from 2.99 billion yuan in the previous year.