-- 美國銀行證券週三在一份報告中指出，BellRing Brands (BRBR) 第二財季業績疲軟，即飲奶昔成長放緩、促銷活動增多以及成本壓力上升均影響了利潤率。 報告稱，即飲奶昔類別的成長速度已放緩至約 8%，遠低於先前 10% 的成長速度。同時，市場對中小市值消費必需品公司的整體信心減弱，且短期內營收或利潤率的復甦前景尚不明朗。 報告也指出，第二季促銷活動大幅增加，約 27% 的即飲奶昔銷量以折扣價售出，年增 8%。同時，成本也在上升，尤其是運費和蛋白質成本，預計這些壓力將持續到 2027 財年，儘管可能會略有緩解。 該公司表示，展望未來，蛋白質產品的整體需求仍然強勁，並補充道：“如果 BellRing 能有效推進其創新研發、價格管控和成本優化，那麼 BellRing 與同類產品之間的差距有望縮小，從而促使我們對該公司持更加積極的態度。” 美國銀行將 BellRing Brands 的評級從“中性”下調至“弱於大盤”，並將目標股價從 19 美元下調至 10 美元。
Price: $10.89, Change: $+0.26, Percent Change: +2.45%
Aptiv (APTV) stock sell-off post Q1 results was unwarranted and likely driven by the lower-than-expected Q2 guide and rising cost pressures with 2026 more back-half weighted that appears like a steep ramp, UBS said in a Wednesday research report.While Q2 is impacted by "stranded cost" and Ford Motor (F) volume timing, H2 ramp looks more achievable than optics suggest amid positive developments in China and the non-auto segments, analysts wrote.The company expects positive growth from China in Q2, driven by new programs and normalization of production at key customer, the brokerage stated.Commodity headwinds should abate in H2 as recoveries lag, UBS said.The brokerage said it reiterated its buy rating on the stock and price target of $80 per share.Aptiv shares were up 4% in Wednesday trading.Price: $56.47, Change: $+1.64, Percent Change: +2.99%
Price: $15.79, Change: $-4.34, Percent Change: -21.55%
Ocular Therapeutix (OCUL) is moving closer to a potential US Food and Drug Administration filing for axpaxli, its long-acting treatment for wet age-related macular degeneration, as regulators begin formal discussions on a single-trial approval path, RBC Capital Markets said Tuesday in a report.Management said talks with the FDA are now ongoing, raising the possibility of submitting an application based on the company's successful pivotal study, rather than waiting for a second trial that is due to read out in early 2027, RBC said.The company plans to provide additional regulatory and program updates at an investor day on June 17, RBC said.Ocular continues to target a potential 2027 launch for axpaxli under a single-trial filing strategy, and RBC reiterated its view that the drug has a "positive benefit/risk profile."RBC maintained its rating of outperform, speculative risk, on Ocular stock with a $30 price target.Price: $9.84, Change: $+0.13, Percent Change: +1.29%