-- Cboe Global Markets（CBOE）週五表示，將裁員約20%。
Price: $324.55, Change: $+24.46, Percent Change: +8.15%
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Research
Research Alert: CFRA Keeps Buy Rating On Shares Of Eli Lilly After Very Robust Start To 2026
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We keep our target at $1,225, 29.0x our 2027 EPS view, below LLY's five-year historical forward P/E average. We lift our 2026 EPS view to $36.97 from $34.71 and keep 2027's EPS at $42.22. LLY shares are up over 10% today after announcing a robust start to 2026, with Q1 revenue soaring 56% Y/Y to $19.8B, significantly beating our estimates and Street expectations. The strong performance was fueled by its incretin medicines, Mounjaro and Zepbound, which generated $12.8B combined. A key highlight of the Q1 earnings call was the FDA approval of Foundayo, the oral GLP-1 for weight management. We remain optimistic about Foundayo's potential to expand the obesity treatment market in the U.S. and overseas, given its convenience as a once-daily pill with no food or water restrictions. LLY is also demonstrating significant pipeline progress, including positive data for key assets such as Retatrutide, Jaypirca, and Ebglyss, plus four strategic acquisitions (Orna, Centessa, Kelonia, Ajax) to bolster its capabilities.
$LLY
Research
Research Alert: Trp: Q1 Beat, And Strength In Mexico
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:TRP posted Q1 adjusted EPS of CAD0.99 vs. consensus CAD0.95, beating by CAD0.02, while comparable EBITDA rose 14% to CAD3.1B and segment earnings increased 10% to CAD2.2B. All segments delivered Y/Y growth with Mexico Natural Gas Pipelines leading at 84% earnings surge to CAD389M, driven by Southeast Gateway pipeline and higher Sur de Texas equity earnings. The company announced the strategic USD1.5B Appalachia Supply Project, expanding Columbia Gas system capacity by 0.8 Bcf/d with 2030 in-service target and expected 7.3x build multiple. Management reaffirmed 2026 guidance with comparable EBITDA of CAD11.6B-CAD11.8B and capex of CAD6.0B-CAD6.5B. Net cash from operations surged 92% to CAD2.6B while comparable funds from operations rose 20% to CAD2.3B, as capital spending decreased to CAD1.3B from CAD1.8B due to major project completions. TRP achieved seven delivery records during Winter Storm Fern while maintaining best safety performance in six years.
$TRP
Research
Research Alert: CFRA Lowers View On Shares Of Air Products And Chemicals To Hold From Buy
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our 12-month target by $8 to $316, or 22.0x our FY 27 (Sep.) EPS estimate, in line with APD's three-year average forward P/E of 21.7x. We raise our FY 26 EPS estimates by $0.13 to $13.31 and FY 27's by $0.36 to $14.36. Following impressive FQ2 results (EPS +19% Y/Y), management raised FY 26 guidance reflecting confidence in the base business, though remained cautious on macro uncertainty. The company is pivoting toward higher-return traditional industrial gas projects, particularly in electronics and aerospace, while capital discipline remains paramount, with FY 26 capex expected down $1B to $4B. The electronics super-cycle presents significant opportunity, with helium volumes to Asian electronics customers expected to more than double by 2030. APD's helium supply chain has proven resilient despite Middle East disruptions, drawing on its Texas storage cavern. The downgrade reflects valuation more than fundamental concerns, as we see limited upside at current valuations given large project uncertainty.
$APD