-- 周四盘前交易中，科技股普遍上涨，道富科技精选行业SPDR基金（XLK）上涨0.7%，道富SPDR标普半导体ETF（XSD）上涨2.5%。 Alphabet（GOOG，GOOGL）股价上涨6.9%，此前该公司周三晚间公布的第一季度盈利和营收均超出市场预期。 Meta Platforms（META）股价下跌超过8%，此前该公司上调了2026年资本支出预期，抵消了其第一季度盈利和营收超预期的影响。 Viavi Solutions（VIAV）股价上涨约31%，此前该公司公布的第三财季非GAAP盈利和净营收均高于预期，并发布了高于分析师预期的第四财季展望。
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Research Alert: CFRA Maintains Hold Rating On Shares Of Equity Residential
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our target by $3 to $69 per share, applying a wider equity risk premium and a forward P/FFO of 16.8x, a premium to the multifamily residential REIT average at 15.5x given EQR's premium urban, coastal markets that face less new supply in the trust's local markets. We keep our 2026 FFO estimate at $4.10 and 2027's at $4.25 on unchanged revenue forecasts of $3.2B and $3.3B. EQR and its peers have underperformed the S&P 500 given the group's defensive characteristics and slower but steady growth profile. EQR's stock beta is 0.74, indicating slightly less price volatility than the equity market. The shares offer an attractive 4.3% dividend yield, well above the S&P 500, which is below 2.0%. Our cautious view on EQR is tied to lower expectations on rental rate increases and higher operating expenses. Even in EQR's coastal markets, we are seeing the impact of weak new job growth in technology and entertainment on new tenant leases. This supports a moderating outlook for this real estate asset class.
$EQR
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Research Alert: Parker Hannifin: Fy Q3 Earnings Benefit As Aerospace Growth Soars
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:PH delivered strong Q3 FY results with sales of $5.5B (+11% Y/Y) and adjusted EPS of $8.17 (+18% Y/Y), reflecting broad-based momentum and 6.5% organic growth across segments. The results demonstrate healthy end-market demand. The Aerospace Systems and Diversified Industrial segments contributed meaningfully to overall performance. Aerospace Systems achieved $1.81B in revenue (+15.5% Y/Y) with 14.2% organic growth, resulting in record adjusted operating margins of 29.5% (+80 bps Y/Y). The segment benefited from 22% commercial OEM growth and 14% aftermarket expansion as aircraft build rates accelerate. Order rates remained robust at +14% with record backlogs supporting future growth. The Diversified Industrial recovery gained further traction, with 3.0% organic growth and record margins of 25.3%. North America achieved 2.8% growth, while International operations saw a 3.3% expansion. We believe the sustained aerospace momentum and accelerating industrial recovery position PH well for continued outperformance.
$PH
Research
Research Alert: Martin Marietta Q1: Aggregates Strategy Accelerates, But Profitability Lags
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:MLM delivered record Q1 2026 revenues of $1,362M (+17% Y/Y) with adjusted EPS of $1.93 (+14% Y/Y) and adjusted EBITDA growth of 14% to $364M, though underlying profitability metrics reflected portfolio optimization complexity. Aggregates shipments reached a record 43.9M tons (+12% Y/Y), but gross profit per ton declined 14% to $6.56 due to acquisition charges and inflation. We think the February completion of the QUIKRETE asset exchange and aggregates-focused strategy are sound moves, as aggregates carry stronger pricing power compared to cement and ready-mixed concrete. Management reaffirmed full-year 2026 guidance with mid-point adjusted EBITDA of $2.43B. We see execution risk in achieving this target, which requires Q2-Q4 adjusted EBITDA to average $689M quarterly (+5.9% vs. 2025). The troubling dynamic of 17% revenue growth while earnings from operations declined 9% represents an inversion of expected operating leverage.
$MLM