-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點總結如下：我們維持對AWI的「買入」評級，並維持2026年第一季財報發布後12個月的目標價為224美元。此目標價是根據我們對AWI 2027年每股盈餘（EPS）的23倍預期本益比計算得出，高於AWI過去五年平均18倍的預期本益比，主要基於對銷售額/利潤率成長、新專案中標和收購的預期。我們將2026年每股盈餘預期從8.44美元下調至8.23美元，並維持2027年每股盈餘預期為9.74美元。儘管成本壓力阻礙了建築特殊產品業務的發展，但由於定價和產品組合均對AWI有利，該季度整體營收實現了強勁成長（7.1%）。該公司基本上維持了2026年的整體業績預期，但將調整後每股收益預期上調至8.15美元至8.45美元（此前預期為8.05美元至8.35美元）。管理層表示，其主要市場保持穩定，並對訂單量持樂觀態度。
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Consumer stocks were mixed Friday afternoon, with the State Street Consumer Staples Select Sector SPDR ETF (XLP) decreasing 0.2% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) rising 0.7%.In corporate news, Estee Lauder (EL) lifted its full-year earnings outlook on Friday as the cosmetics company said it aimed to lay off more staff than previously planned as part of an ongoing restructuring program. Its shares rose 3.5%.
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Commodities
Update: US Active Rig Count Rises by 3, Baker Hughes Says
(Updated to include additional details.)The combined count of crude oil, natural gas, and miscellaneous rigs in the US rose by three to 547 in the week ending May 1, according to data from Baker Hughes (BKR) released Friday.The US oil rig count rose by one from 407 the previous week to 408, while the number of gas rigs increased by one from 129 the previous week to 130.The number of miscellaneous rigs in the US rose by one from eight the previous week to nine, the data revealed. The US had 472 oil, 108 gas, and four miscellaneous rigs in operation a year earlier.The consolidated North American oil and gas rig count, a key early indicator of future production levels, dropped by four to 670 from 674 the previous week.Price: $69.30, Change: $-0.38, Percent Change: -0.54%
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Asia Markets
Exchange-Traded Funds Advance as US Equities Rise After Midday Friday
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