-- 週五下午晚些時候,金融股走軟,紐約證券交易所金融指數和道富金融精選行業SPDR ETF(XLF)均下跌約0.2%。 費城住房指數下跌1.2%,道富房地產精選產業SPDR ETF(XLRE)下跌0.1%。 比特幣(BTC-USD)上漲2.8%至78,463美元,10年期美國公債殖利率下降1.2個基點至4.378%。 經濟新聞方面,標普全球美國4月製造業指數從初值54.0小幅上調至54.5,而彭博調查顯示市場預期該指數將維持不變。 供應管理協會(ISM)美國4月製造業指數與3月的52.7持平,低於彭博調查顯示預期的53.2。 在監管新聞方面,根據美國管理和預算辦公室的一份文件顯示,美國證券交易委員會(SEC)提出的允許上市公司每年發布兩次業績報告而非每季發布一次的提案已通過白宮審查。 產業新聞方面,根據彭博社報道,尼日利亞支付平台Opay Digital Services已聘請花旗集團(C)、德意志銀行(DB)和摩根大通(JPM)擔任顧問,為其在美國進行首次公開發行(IPO)做準備。 公司新聞方面,BayFirst Financial(BAFN)股價在週四晚間公佈第一季虧損擴大且營收下降後,下跌超過25%。 UWM(UWMC)週四發佈公開信,敦促Two Harbors Investment(TWO)的股東向董事會施壓,接受其每股12美元的收購要約,高於此前11.30美元的報價。 Two Harbors股價上漲超過8%,UWM股價上漲3.5%。 Cboe Global Markets (CBOE) 股價上漲超過 8%,此前該公司公佈了第一季調整後獲利和營收均高於預期。 Aon (AON) 週五公佈的第一季調整後每股收益為 6.48 美元,高於去年同期的 5.67 美元。 FactSet 調查的分析師此前預期為 6.37 美元。 Aon 股價上漲 0.3%。
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Research Alert: CFRA Keeps Buy Opinion On Shares Of Invesco Ltd.
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 $2 to $29, valuing IVZ shares at 9.5x our 2027 adjusted EPS estimate of $3.05 and at 10.9x our 2026 EPS estimate of $2.65 (lowered today by $0.05), versus the one-year average forward multiple of 10x and a bifurcated peer average of 16x. Invesco delivered Q1 2026 adjusted EPS of $0.57, missing our $0.62 estimate but near the $0.58 consensus, while posting its 11th consecutive quarter of positive organic growth with $21.8B in net long-term inflows. Investment management fees surged 25.6% Y/Y to $1.38B due to the QQQ conversion benefits and higher average AUM, though service fees declined 18.6% due to QQQ's structural changes. We view the QQQ conversion as materializing as expected, contributing meaningfully to revenue growth while demonstrating IVZ's ability to capture more fee revenue from its flagship product. Currently trading at 9.7x our 2026 EPS estimate and yielding 3.3%, we view the shares as undervalued.
US Oil Update: Futures Slide on Hopes for US-Iran Talks, Hormuz Reopening
Crude oil futures retreated in after-hours trading on Friday after reports that Iran had sent a new peace proposal to the US via Pakistani mediators, easing fears of a further supply disruption from the Middle East and raising hopes for the reopening of the Strait of Hormuz.Front-month West Texas Intermediate crude futures slipped by 2.45% to $102.50 per barrel, while Brent futures were down by 1.21% to $109.06/bbl.On Friday, President Trump sent letters to Congress explaining that, due to the ceasefire, he doesn't need its authorization for military operations in Iran, even though the conflict hit the 60-day mark this week."On April 7, 2026, I ordered a 2-week ceasefire. The ceasefire has since been extended. There has been no exchange of fire between United States Forces and Iran since April 7, 2026. The hostilities that began on February 28, 2026, have terminated," Trump said in letters to the House and the Senate.Trump said that despite the success of US operations against Iran and continued efforts to secure peace, the threat posed by Tehran to the US and its forces remains significant.The IRGC Navy command said it will enforce "new rules" over waters near Iran's coast in the Arabian Sea and the Hormuz, making it "a source of security and prosperity for the region."Iran reportedly sent its latest proposal for negotiations with the US to Pakistani mediators on Thursday, according to media reports, as Trump threatens to maintain the blockade of Iranian ports amid behind-the-scenes diplomacy to end the Middle East conflict.The US reportedly sent its list of amendments on Monday to reinsert the nuclear issue into the agreement under discussion, with one of the amendments demanding that Iran commit to not attempting to move any enriched uranium.On Friday, the US Department of the Treasury's Office of Foreign Assets Control said it could sanction vessels that pay tolls to Iran for safe transit through the Strait of Hormuz, even if those payments are made in the form of charitable donations to Iranian NGOs.The Department said Iranian demands for toll payments may include fiat currency, digital assets, offsets, informal swaps, or charitable donations made to the Iranian Red Crescent Society, Bonyad Mostazafan, or Iranian embassy accounts.Traffic through the Hormuz was cut by half on April 30 to seven crossings from the previous day, with traffic split between four commercial and three non-commercial movements, according to Kpler.
Research Alert: CFRA Maintains Buy Rating On Shares Of Illumina
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 to $161 from $140, 31x our 2026 EPS estimate (up to $5.18 from $5.13; 2027 estimate up to $5.89 from $5.81), a premium to ILMN's one-year historical forward average of 24x. We were encouraged by ex-China organic sales rising ~3.5% Y/Y in Q1, while adjusted operating margin rose 150 bps Y/Y to 21.9%. We look positively on recent Congressional action to modestly increase the National Institutes of Health (NIH) budget (~1%) rather than the dramatic cuts initially feared by investors, though ILMN's guidance implies continued pressure in academic end markets in 2026. Excluding China, sequencing consumables within research and applied was down 12% Y/Y in Q1, though clinical consumables sales rose 20% Y/Y. Positively, ILMN placed over 80 NovaSeq X instruments (up 20 Y/Y) during the quarter, indicating strong momentum.