-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下：我们将JLL的12个月目标价上调10美元至340美元，基于15.5倍的2026年每股收益预期，略低于JLL三年平均预期市盈率17.4倍。我们将2026年每股收益预期上调1.55美元至21.97美元，并将2027年每股收益预期上调2.26美元至24.07美元。由于中东局势不稳定，管理层指出，其对经济较为敏感的业务板块（主要是资本市场）的可见性有限，并已在2026年下半年业绩指引中反映了这种不确定性。我们仍然看好人工智能将如何影响JLL，管理层强调了公司内部人工智能的高采用率，目前75%的员工正在使用核心人工智能工具，并且每天有25,000名员工使用企业级人工智能应用程序。从长远来看，我们相信这将使仲量联行能够以更少的人力完成更多的工作，从而提高利润率。仲量联行目前正在终止亚太地区一些盈利能力较低的国际物业管理合同，这将对今年的增长造成一定的阻力。
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Energy stocks were higher Monday afternoon, with the NYSE Energy Sector Index increasing 0.7% and the State Street Energy Select Sector SPDR ETF (XLE) up 0.6%.The Philadelphia Oil Service Sector Index was decreasing 0.7%, and the Dow Jones US Utilities Index was shedding 0.7%.In sector news, oil prices rose as as investors weighed military action in the Strait of Hormuz, the chokepoint for about a fifth of global crude oil flows. Military tensions were fanning up in Hormuz on Monday, as several ships were struck amid Iranian threats and the US sent in destroyers and fought off further attacks, The Wall Street Journal reported. The skirmishes followed President Donald Trump's initiative to get ships bottled up in the Persian Gulf out through the crucial waterway, the Journal said.Front-month West Texas Intermediate crude oil was rising 3.5% to $105.53 a barrel, and the global benchmark Brent crude contract was advancing 5.7% to $114.28 a barrel. Henry Hub natural gas futures rose 3.7% to $2.88 per 1 million BTU.In corporate news, Chevron's (CVX) Q1 financial results set up a "meaningful" acceleration in sequential earnings, with momentum building through the rest of this year and into the first half of 2027, UBS analysts said in a note. UBS kept a buy rating on the stock and increased its price target to $220 from $218. Chevron shares were rising 1.5%.
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Lam Research Insider Sold Shares Worth $4,635,894, According to a Recent SEC Filing
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Research Alert: CFRA Maintains Sell Opinion On Shares Of Weyerhaeuser Company
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We maintain our 12-month target price at $21, 39.6x our 2027 EPS estimate, a discount to WY's three-year average forward P/E of 59.7x based on the outlook for depressed profitability in 1H 2026. We increase our 2026 adjusted EPS by $0.05 to $0.16 and decrease 2027 by $0.17 to $0.53. We note that lumber pricing momentum is positive, driven by mills shutting down over the past two years, which has created vacant supply while waiting for prices to increase. Management noted that the housing market is stuck in second gear with repair and renovation activity currently lacking a clear catalyst for growth. Export markets remain more challenged that last year due to elevated Japanese inventories and increased export costs due to higher energy prices. We believe WY remains overleveraged with lower profitability impacting cash flow generation this year with stronger lumber price realizations likely to increase supply and reduce potential EPS growth for WY in the long term.
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