-- 周一下午晚些时候，医疗保健类股走低，纽约证券交易所医疗保健指数下跌0.2%，道富医疗保健精选行业SPDR ETF (XLV)下跌0.3%。 iShares生物科技ETF (IBB)下跌0.5%。 公司新闻方面，加拿大皇家银行资本市场(RBC Capital Markets)表示，由于投资者转向管理式医疗，HCA Healthcare (HCA)可能至少在上半年面临短期压力，但3月份的良好趋势和交易所的良好动态支撑了其长期前景。RBC重申了对HCA Healthcare的“跑赢大盘”评级，并将目标价从593美元下调至534美元。HCA Healthcare股价上涨2.3%。
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Research Alert: CFRA Retains Buy Opinion On Shares Of Waste Connections Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We update our 12-month target to CAD272 from CAD293, valuing shares with a multiple that is more in line with peers: 14.2x our estimated 2027 EBITDA outlook. We have maintained our 2026 and 2027 EPS forecasts at USD5.72 and USD6.49, respectively. WCN delivered strong Q1 results that exceeded expectations and aligned with our Buy thesis on shares. WCN's secondary market positioning, exposure to specialized waste streams, and focus on quality contracts is enabling solid waste pricing that is supporting both top- and bottom-line expansion. Solid waste core pricing of 6% supported growth, while the company strategically shed lower-margin volumes (down 1.5%), prioritizing profitability over volume - a trend we view favorably across the waste industry. Coupled with a more attractive valuation following a 17% one-year decline, we see upside in shares amid potential commodity price improvements, accretive M&A, and AI investments for operational benefits.
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Research
Research Alert: CFRA Retains Buy Opinion On Shares Of Waste Connections Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We update our 12-month target to $200 from $215, valuing shares with a multiple that is more in line with peers: 14.2x our estimated 2027 EBITDA outlook. We have maintained our 2026 and 2027 EPS forecasts at $5.72 and $6.49, respectively. WCN delivered strong Q1 results that exceeded expectations and aligned with our Buy thesis on shares. WCN's secondary market positioning, exposure to specialized waste streams, and focus on quality contracts is enabling solid waste pricing that is supporting both top- and bottom-line expansion. Solid waste core pricing of 6% supported growth, while the company strategically shed lower-margin volumes (down 1.5%), prioritizing profitability over volume - a trend we view favorably across the waste industry. Coupled with a more attractive valuation following a 17% one-year decline, we see upside in shares amid potential commodity price improvements, accretive M&A, and AI investments for operational benefits.
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Research Alert: CFRA Raises Opinion On Shares Of Verizon Communications To Hold From Sell
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We increase our 12-month target price by $10 to $50, applying an EV/EBITDA multiple of 7.4x to our 2026 estimate, comparable to the peer average. We raise our 2026 EPS estimate by $0.03 to $4.93 and increase 2027's by $0.08 to $5.25. VZ's turnaround program is progressing and gaining momentum, powered by a comprehensive transformation program reshaping operations and customer service. The transformation is credited with delivering a strong quarter across core operating metrics, translating performance into solid operational and financial outcomes not seen in over a decade. This feat is impressive given this is Dan Schulman's first full quarter as CEO. As a result of turnaround progress, Verizon raised its guidance for adjusted EPS growth and postpaid phone net adds for 2026. We note that there are still some areas that need to be worked on. Consumer postpaid phone net losses were 35k, despite overall positive net adds, indicating ongoing challenges in the consumer segment.
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