-- 瑞银在周五发送的一份报告中指出，苹果公司（AAPL）的iPhone和新款Mac产品组合在3月份的季度中“获得了消费者的强烈认可”，推动了第二财季营收的全面增长。 报告称，苹果公司预计6月份季度的毛利率将在47.5%至48.5%之间，高于瑞银此前预测的47.1%。3月份和6月份季度的毛利率均受益于关税影响较小以及库存水平较高，从而抵消了内存成本环比上涨的影响。 瑞银将苹果公司2026财年和2027财年的每股收益预期分别从8.46美元和9.28美元上调至8.72美元和9.57美元。 瑞银将苹果公司股票的目标价从287美元上调至296美元，并维持“中性”评级。
Price: $280.47, Change: $+9.12, Percent Change: +3.36%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Our unchanged 12-month target price of USD18 is driven by an EV/EBITDA of 5.0x applied to our 2027 EBITDA estimate, above VALE's three-year average forward EV/EBITDA of 3.9x but below peers' average of 6.5x. We decrease our 2026 earnings per ADS estimate by BRL0.49 to BRL10.28 and our 2027 forecast by BRL0.45 to BRL10.52. Vale demonstrated robust operational performance in Q1 2026, with production records across multiple assets supporting 3% iron ore volume growth and double-digit gains in copper and nickel. However, cost pressures from BRL appreciation and higher oil prices pushed C1 costs to $23.6/t (+12% Y/Y), leading management to guide toward the upper end of 2026 cost guidance. Vale Base Metals is delivering significant value, with EBITDA more than doubling Y/Y. With expanded net debt at $17.8B and trending toward the midpoint of the $10B-$20B target range, management expressed confidence in distributing significant dividends and continuing buybacks through 2026 under current commodity prices.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our target by $15 to $252, 29x our 2027 EPS view, above TER's three-year average (~25x), as broadening AI upside offsets customer concentration risks. We raise our 2026 EPS by $1.08 to $6.98 and 2027's by $1.30 to $8.70. Q1 2026 was another great quarter, but Q2 guidance (sales +87% Y/Y) spooked the bulls by coming in only near expectations rather than significantly outperforming. We have long cautioned of a potential reversal of recent strength given major customers' order lumpiness, and with today's selloff, we think valuation is starting to come back down to earth as investors pencil in a more pronounced sequential decline in 2H 2026. TER has also officially won some merchant GPU business, but its early results ($50M of revenue expected in 2026) are a bit underwhelming and further share gains are not a guarantee, dampening some of TER's near-term upside. In the meantime, we still think the memory shortage adds risks to industry activity in 2H 2026 and 2027 that are not appropriately priced in.
Shawn Marie Soderberg, Chief Legal Officer and Corporate Secretary, on April 29, 2026, sold 35,000 shares in Bloom Energy (BE) for $9,765,000. Following the Form 4 filing with the SEC, Soderberg has control over a total of 482,463 Class A common shares of the company, with 140,732 shares held directly and 341,731 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1664703/000119312526201723/xslF345X05/ownership.xml