-- 美國銀行證券週四在電子郵件報告中指出，康寧公司（GLW）對光學和太陽能業務以外的其他業務板塊發布了較保守的營收成長預期，同時假設超大規模資本支出將隨著時間的推移而放緩。 報告稱，康寧公司提高了「跳板計畫」（Springboard Plan）的目標，並將該計畫的期限延長至2030年。報告顯示，康寧公司目前預計，在其高信心計畫下，到2028年第四季度，年化銷售額將達到270億美元；在其內部計畫下，年化銷售額將達到300億美元。 報告也指出，管理階層維持了20%或更高的營業利潤率目標，因為需要擴大產能以支持預期的營收成長。美國銀行預計康寧公司將逐步提高營業利潤率目標。 鑑於營收目標提高但營業利潤率維持不變，美國銀行預測康寧公司到2030年每股收益將達到10.42美元。 美國銀行維持對康寧公司的「買入」評級，並將目標價從186美元上調至223美元。
Price: $181.67, Change: $+0.10, Percent Change: +0.06%
Financial stocks fell in Thursday afternoon trading with the NYSE Financial Index and the State Street Financial Select Sector SPDR ETF (XLF) each shedding 0.5%.The Philadelphia Housing Index dropped 1.1%, and the State Street Real Estate Select Sector SPDR ETF (XLRE) declined 0.5%.Bitcoin (BTC-USD) fell 2% to $79,831, and the yield for 10-year US Treasuries rose 2.2 basis points to 4.378%.In corporate news, JPMorgan Chase (JPM) and Citigroup (C) were sued by China's HY Energy over alleged failure of funds transfer, Bloomberg reported. JPMorgan shares fell 2%, and Citi rose 1.8%.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Our 12-month target is $44, down from $59, 21.2x our FY 27 EPS estimate. Our multiple is below TECH's one-year historical forward average of 26.1x and the three-year average of 30.7x. We lower our FY 26 EPS estimate by $0.06 to $1.92 and our FY 27 estimate by $0.09 to $2.08. Along with peers, shares have been under pressure due to concerns around NIH and U.S. academic research funding, an important end market for the company, as well as a slowly recovering biotech funding environment. Though we see some indications of improving conditions, we prefer some of TECH's larger, more diversified peers over the near term and think shares are more likely to underperform despite expected sales/EPS growth. We note multiple recent quarters of growth for the large pharma end market and China/APAC sales. Similar to recent commentary from life sciences tools and services peers, TECH sees indications of improving biotech funding, as well as licensing and M&A activity, heading into FY 27.
Health care stocks declined Thursday afternoon with the NYSE Health Care Index shedding 0.9% and the State Street Health Care Select Sector SPDR ETF (XLV) decreasing 0.7%.The iShares Biotechnology ETF (IBB) dropped 2.9%.In corporate news, Iovance Biotherapeutics (IOVA) shares fell 14% after the company's Q1 loss narrowed less than expected and revenue missed estimates.