FINWIRES · TerminalLIVE
FINWIRES

研究快訊:惠而浦股價因獲利大幅不及預期及績效下調而下跌20%

By

-- 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:惠而浦公佈第一季持續經營虧損為每股0.56美元,而去年同期為每股1.70美元,低於預期1.03美元;淨銷售額下降9.6%至32.73億美元,比預期低1.67億美元。由於地緣政治動盪導緻美國家電需求暴跌,有機銷售額下降6.1%,持續經營息稅前利潤率下降460個基點至1.3%。我們認為,鑑於該公司過去三年的平均預期本益比為9.3倍,20%的跌幅是合理的。管理層將全年持續經營每股收益預期從先前的7.00美元下調至3.00美元至3.50美元,銷售額約為150億美元,低於先前預期的153億美元至156億美元。該公司宣布透過結構性成本節約措施節省超過1.5億美元,目標是將利潤率提高100個基點,並完成了策略性資本重組,透過發行優先股籌集了5.57億美元。管理層暫停派發普通股股息,以優先降低槓桿率,並預計2026年第二季過渡到22.5億美元的資產抵押貸款。

Related Articles

Australia

Max Resource Applies for OTCQB Listing; Shares Down 8.2%

Max Resource (MAX.V) on Thursday said it applied to list its shares on the U.S. OTCQB market.The company's shares will continue to trade on the Toronto Stock Exchange Venture under it current symbol, it said.The company's OTCQB application is subject to OTC Markets' review and approval.The company's shares are eligible for settlement through the Depository Trust Company (DTC), which facilitates the electronic clearing and settlement of publicly traded companies in the United States, the company added."We believe that uplisting on the OTCQB would expand Max's exposure to U.S. investors, increase trading accessibility and liquidity, and support the company's efforts to build a broader international shareholder base as the exploration season advances into full swing," said chief executive Brett Matich.The company's shares were last seen down $0.025 at $0.28 on the TSX Venture Exchange.Price: $0.28, Change: $-0.03, Percent Change: -8.20%

$MAX.V
Australia

Macquarie Downgrades PayPal to Neutral From Outperform, Price Target is $50

PayPal (PYPL) has an average rating of hold and mean price target of $50.09, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $46.94, Change: $+0.68, Percent Change: +1.46%

$PYPL
Australia

Fortinet Set for Faster Growth on Cyber Risk, AI Upgrades, Wedbush Says

Fortinet (FTNT) is positioned for stronger growth as AI-driven infrastructure needs, rising cyber risks, product upgrades, vendor consolidation, and improving sales momentum support its revenue and billings outlook, Wedbush Securities said Thursday in a report.Q1 billings rose 31% to $2.09 billion, above Wall Street estimates, with strength across security operations and operational technology security, the report said. Revenue climbed 20%, helped by large customers upgrading to higher-performance systems for AI-related workloads, Wedbush said.Operating margins and earnings per share both exceeded expectations on strong execution and cost control, Wedbush said. Fortinet raised its 2026 revenue and billings outlook as cyber threats, data security needs, and cost pressures push customers toward broader cyber platforms, the report said.Wedbush raised its price target on Fortinet stock to $125 from $90 and maintained its outperform rating, citing greater confidence in the company's growth recovery.Price: $110.88, Change: $+20.93, Percent Change: +23.27%

$FTNT