-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點摘要如下：我們將目標價從100美元下調至92美元，相當於我們2027年每股盈餘預期值的10.1倍，低於ZBH五年平均預期本益比15.2倍。鑑於第一季每股收益超出預期，我們將2026年每股收益預期從8.50美元小幅上調至8.55美元。由於預期利潤率將面臨一定壓力，我們將2027年每股收益預期從9.18美元下調至9.12美元。鑑於我們認為2026年將是公司領導層發生重大變動（長期擔任財務長的職位即將離任）的過渡年，我們在今天發布第一季財報後維持「持有」評級。 Zimmer Biomet公佈的2026年開局優於預期，重點強調了終端市場的穩健發展。然而，管理層維持了2026年的銷售預期不變，預計將年增2.5%-4.5%，以固定匯率計算的有機成長率為1.0%-3.0%。 Zimmer Biomet同時宣布其財務長Suketu Upadhyay離職，他將加入Incyte擔任財務長。該公司已任命現任財務總監兼首席會計官Paul Stellato為臨時首席財務官，並正在尋找正式繼任者。
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CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:EQR delivered Q1 2026 FFO of $0.99, beating consensus by $0.02, though rental revenue of $780M slightly missed expectations. The company's blended lease rate of 1.5% remained flat Y/Y, with new lease rates declining 2.8% due to incentives offset by strong renewal rates of 4.7%. We maintain our Hold rating based on operating expense pressure suppressing cash NOI growth in 2026. Management guides for 2026 same-store revenue growth of 1.2%-3.2%, expense growth of 3.0%-4.0%, and cash NOI growth of 0.5%-2.5%, with strength expected in 2H 2026. EQR's coastal market strategy continues demonstrating value, with San Francisco leading at 6.5% revenue growth and New York at 4.6%, while expansion markets like Denver (-5.9%) and Atlanta (-2.0%) face new supply pressure. EQR has premium coastal markets where limited new supply enables pricing power, though higher operating costs remain a risk. The development pipeline totals $863M for 1,824 units when complete. Planned property acquisitions are $165M in 2026.
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Rua Bioscience Notes 'Significant Contraction' in Australian Medical Cannabis Prescribing Volumes Amid Regulatory Review
Rua Bioscience (NZE:RUA) said the Australian market has experienced "significant contraction" in medical cannabis prescribing volumes amid a Therapeutic Goods Administration review of the safety of unapproved products, according to a Wednesday filing with the New Zealand bourse.However, medicinal cannabis is showing "strong signs of maturity and growth" in international markets, especially in Europe, in the face of recent international developments and discourse of a global economic slowdown, Rua added.The company recently established RUA genetics in Canada, the second-largest cannabis market in the world after the US, adding to its presence in Germany, Australia, New Zealand, Czechia, and the UK, per the filing.In Australia, the company expects a market reset after the regulatory review is complete, and is working to establish its products in new clinic chains.Elsewhere, Rua plans to bring several products to the New Zealand market in the coming months, and is also working on product launches in Czechia scheduled for May. Additionally, the company is looking to expand in the UK with plans to incorporate its genetics through new channels and clinic chains.In Germany, the company believes there is strong demand for consistent and reliable suppliers as significant regulatory changes seem unlikely following a review during which distributors reduced stock and scaled back imports. The German market remains competitive and continues to show strong signs of growth, Rua said.
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Market Chatter: Nvidia-Linked Data Center Raises $4.6 Billion From Junk Bond Sale
A Nevada data center project tied to Nvidia (NVDA) has raised $4.59 billion through a junk-bond sale, underscoring a rise in deals for AI infrastructure funding, Bloomberg reported on Tuesday, citing a person familiar with the matter.The deal, backed by Tract Capital Management and Fleet Data Centers, priced five-year notes at a 6.74% yield, the report said.The project, a 200-megawatt facility in Nevada, is expected to be leased to Nvidia.The deal was priced during broader volatility in data center-linked stocks and bonds, as concerns grow over whether the rapid expansion in AI-related spending will deliver expected returns, Bloomberg said.Nvidia did not immediately respond to' request for comment.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)
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