-- 週四盤前，華爾街股指小幅走低，原因是全球原油價格延續漲勢，且交易員仍在權衡波斯灣持續衝突的報道。 週三創下歷史新高後，標普500指數期貨下跌0.5%，那斯達克指數期貨也下跌0.5%。道瓊指數下跌0.7%。 由於霍爾木茲海峽仍受阻，西德州中質原油期貨早盤上漲1.6%，至每桶94.43美元。 亞洲股市隔夜普遍走低，歐洲股市午盤也小幅走低。 聯合租賃公司（URI）週三晚間公佈第一季每股收益和營收均超出市場預期，並發布了樂觀的業績展望，受此消息提振，該公司股價在盤前交易中上漲13.7%。 賽默飛世爾科技 (TMO) 盤前股價下跌 4.7%，此前這家實驗室設備製造商公佈的第一財季每股收益和營收均超出預期，但同時發布了較為保守的業績指引。 在經濟日曆上，美國東部時間上午 8:30 將公佈每周初請失業金報告，同時也將公佈芝加哥聯邦儲備銀行 3 月全國經濟活動指數。 標普全球美國綜合採購經理人指數 (PMI) 初值將於上午 9:45 公佈。 美國能源資訊署 (EIA) 每週天然氣報告將於上午 10:30 公佈，隨後是堪薩斯城聯邦儲備銀行 4 月份製造業指數，時間為上午 11:00。 盤前交易中，比特幣價格為 77,307 美元，10 年期美國公債殖利率為 4.32%。現貨黃金價格為每盎司 4,688 美元。
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Research Alert: CFRA Keeps Buy Opinion On Shares Of The Hartford Insurance Group, Inc.
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 $8 to $155, valuing HIG shares at 11.3x our 2026 operating EPS estimate of $13.75 (cut by $0.45) and at 10.6x our 2027 EPS estimate of $14.65 (cut by $0.30), vs. the shares' one-year average forward multiple of 10.3x and peer average of 13x. Q1 EPS of $3.09 vs. $2.20 a year ago missed our $3.60 estimate and $3.39 consensus view. Operating revenue growth of 6.2% was in line with our 6%-10% forecast, amid 5.3% earned premium growth, 13% higher net investment income, and 7.9% fee revenue growth. Q1 written premium growth of 4% and full-year 2025 growth of 7% bode well for 2026 revenue trends as premiums are earned. Underwriting results improved significantly, with Personal Lines combined ratio improving to 87.7% from 106.1% and underlying combined ratio to 85.0% from 89.7%. Business Insurance combined ratio was stable at 94.8%. Weighing the Q1 EPS miss with HIG's decent top-line growth and discounted valuation to peers, we view the shares as undervalued.
$HIG
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Research Alert: CFRA Keeps Strong Buy Opinion On Shares Of Baker Hughes
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 target price by $14 to $82, reflecting a combination of our sum-of-the-parts (SOTP) and DCF models. For our SOTP model, we presume the oilfield services business (about 50% of BKR's franchise) to be valued at about 10x projected 2027 EBITDA (in line with major peers) and its industrial energy technology business (the other 50%) valued at 14x projected 2027 EBITDA (in line with the peer median). This blended approach, yielding a 12x multiple, implies a value of $73 per share. Meanwhile, our DCF model, using medium-term free cash flow growth of 5% per year, terminal growth of 2.5%, discounted at a WACC of 6.3%, yields intrinsic value of $91 per share. We cut our 2026 EPS estimate by $0.47 to $2.48, but we raise 2027's by $0.07 to $3.24. We acknowledge that the oilfield services business is likely to struggle in 2026 owing to the U.S.-Iran conflict, but the IET business appears quite robust and likely to be a source of both accelerating revenue growth and margins.
$BKR
Research
Research Alert: CFRA Maintains Hold Opinion In Shares Of Wab
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 $285 from $275 following WAB's Q1 earnings print, valuing shares at 24.2x our 2027 EPS outlook of $11.76 (revised from $11.46; 2026 EPS estimate up to $10.57 from $10.50), a slight premium to WAB's long-term historical multiple average given structural improvements in earnings quality. While we are cautious on signs of overcapacity in the freight market, an elevated order backlog (12-month sits at over $9 billion), internal initiatives to shore up margins, and potential synergies from M&A activity positions WAB to continue growing earnings at double-digit rates in 2026-2027, in our view. Despite tariff-related cost pressures, WAB has done a commendable job of defending margins via a mix of pricing, lean manufacturing, and pruning of lower-profit operations. Q1 results were mixed but overall positive, in our view. We maintain our Hold recommendation on shares.
$WAB