-- 西部數據（WDC）週三表示，已與機構投資者簽署換股協議，將以653,203股閃迪（SNDK）股票換取近190萬股西部數據股票。 西部數據表示，預計換股將於週四完成結算。 西部數據稱，結算完成後，公司仍將持有約104萬股閃迪股票，計劃透過以下方式處置這些股票：以換取債權人持有的西部數據債務；換取西部數據流通在外的普通股；或以股息形式分配給股東。 週三早盤交易中，西部數據股價小漲，而閃迪股價下跌0.5%。
Price: $467.20, Change: $+1.94, Percent Change: +0.42%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our 12-month target to $6 from $10. Following a weaker-than-expected Q1 earnings release, we are maintaining a Hold opinion on LCID shares. We revise our adjusted EPS estimates to -$12.00 from -$12.70 for '26 and to -$11.10 from -$11.45 for '27. LCID posted Q1 adjusted EPS of -$2.82 vs. -$2.04, well short of the -$2.30 consensus. Revenue rose 20% to $282.5M ($76.0M below consensus) in Q1, led by higher prices, as total vehicle sales fell 1% to 3,093 units. In the release, LCID did not provide any update regarding prior 2026 vehicle production guidance of 25K-27K units (an implied increase over the 17,840 units produced in 2025). In our view, LCID's accelerating cash burn and rising inventories suggest ongoing risks. The company's ability to achieve sustainable growth while managing its substantial cash requirements remains the critical challenge as it seeks to establish a viable position in the competitive luxury EV market; however, a $1.5B capital raise last month helps extend its liquidity runway.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:After reviewing Q1 earnings, we raise our 12-month target price by $2 to $43 on a forward P/E of 7.4x our 2027 EPS view of $5.78, a discount to the three-year average of 10.4x justified by CE's high debt levels and subdued demand. We raise our 2026 EPS view by $1.35 to $6.14 and decrease 2027's by $0.09 to 5.78. Our sales estimates are $9.7 billion for 2026 and $10.1 billion for 2027. On the positive side, CE's Acetyl Chain's Q2 2026 Adjusted EBIT guidance of $300M-$325M was solid, led by higher expected volumes and prices. However, the acetate tow business remains weak and feedstock costs have risen sharply. Meanwhile, Engineered Materials' Q2 2026 Adjusted EBIT guidance of $190M-$210M was more conservative due to inventory reductions and additional costs from the POM facility turnaround. Overall, we believe CE's 48% year-to-date stock gain is excessive and expect earnings to decline once again in 2027 as the temporary margin boost from the Middle East conflict fades.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our 12-month price target from $102 to $108, based on 18.3x our 2027 EPS view. This is below the company's five-year historical forward average P/E of 21.4x. Our 2026 EPS estimate is $5.30 (down from $5.41), and our 2027 EPS estimate is $5.89 (down from $6.00). We think RVTY's commentary on pharma and biotech end markets was more positive than in previous quarters, with management citing the strongest performance in this segment since early 2023. The positive growth from academic and government customers in the U.S. for the first time since Q2 2023 also signals a potential inflection. We anticipate a near-1% sales decline in 2026 given the recently announced China immunodiagnostics business divestiture. On an organic basis, we anticipate near-3.5% growth over the full year. The adjusted EPS midpoint of $5.275 implies 4.2% annual EPS growth, though we anticipate earnings growth will accelerate by over 11% in 2027.