-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。Verizonは、2013年以来初めてとなるポストペイド携帯電話の純増数5万5000件を記録し、画期的な第1四半期決算を発表しました。これは、2025年第1四半期の28万9000件の減少から34万4000件の大幅な改善となります。調整後EBITDAは過去最高の134億ドル（前年同期比+6.7%）に達し、調整後EPSは7.6%増の1.28ドルとなりました。この画期的な業績は、シュルマンCEOの変革戦略の正当性を証明するものであり、顧客経済の改善と解約率の低下を背景に、競争上の地位における明確な転換点を示しています。経営陣は、2026年の調整後EPSガイダンスを4.95～4.99ドル（5～6%増）に引き上げ、小売ポストペイド電話の純増数を75万～100万件の範囲の上位半分、つまり2025年の実績の約2～3倍と予想しています。1月20日に完了したフロンティア買収により、2028年までに10億ドル以上の年間営業コストシナジーがもたらされると予想されており、これは当初の予想の2倍です。当社は、強力な事業の勢いと、34万1千件の純増によるブロードバンドの成長、そしてAIファースト戦略の展開が相まって、ベライゾンは持続的な市場シェアの回復とコンバージェンスの機会に向けて有利な立場にあると考えています。
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Mining & Metals
FirstService Price Target Cut to US$200.00 at Stifel Canada
Stifel Canada cut its price target on the shares of FirstService (FSV.TO, FSV) shares to US$200.00, from US$215.00 even though the company reported "solid" first quarter results.Analyst Daryl Young, who is maintaining a buy rating on the shares, says overall, the macro environment remains tepid which is stymying a more "fulsome" re-acceleration of results, but FirstService should still be able to grind out mid to single digit growth (plus upside from tuck-ins and potential restoration storm-revenues)."We view the stock as trading at a trough valuation on trough estimates."Price: $199.36, Change: $-0.68, Percent Change: -0.34%
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Mining & Metals
RBC Cuts Westport Fuel Systems' Price Target to US$1.75 From US$2.00
RBC Capital Markets lowered its price target on the shares of Westport Fuel Systems (WPRT.TO, WPRT) to US$1.75 from US$2.00 on Friday after the company reported its fourth-quarter financial results on Thursday.RBC has a sector-perform rating on the shares of the company."4Q25 results came in above expectations on revenue but below on margins due to impairments," said RBC.Focus continues to be on cash burn, cost management, liquidity, and growth opportunities now that the business is smaller and more focused, noted RBC.The company should benefit from new lower-cost production this year, following the facility change over in 4Q25, RBC further noted and added that WPRT reaffirmed its strategy to capitalize on commercial opportunities in key markets for hydrogen and for NG heavy-duty transport."We think proof points of growth are needed in addition to the self-help initiatives," said RBC.The company started production at key facilities in Ontario and China, noted RBC."Although the hydrogen industry remains muted, China could be the fastest growing market internationally and mgmt indicated expectations for volumes to pick up," added RBC. "The China facility will enable local competition with local costs and suppliers."Price: $2.71, Change: $-0.01, Percent Change: -0.37%
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Oil & Energy
US Natural Gas Update: Futures Rise Despite Bearish Storage Data, Mild Weather
US natural gas futures rose in midday trading on Monday as escalating geopolitical tensions and supply disruptions in key LNG markets lifted global price expectations.The front-month Henry Hub contract and the continuous contract both rose by 2.54% to $2.59 per million British thermal units.US natural gas futures stayed near an 18-month low, pressured by rising inventories and mild weather, according to Trading Economics.Storage levels climbed to 8% above seasonal norms for the week ended April 24, up from 7% a week earlier, while the Energy Information Administration reported a 103 billion cubic feet injection for the week ended April 17, above forecasts, last year's 77 Bcf build, and the five-year average of 64 Bcf, Trading Economics said.In the US, natural gas prices had faced recent pressure, with prompt-month Henry Hub futures falling last week alongside declines across the forward curve, as production and demand remained largely steady, according to NRG Energy.US supply fundamentals were steady, with production near 106.5 Bcf/d and demand around 102 Bcf/d, while weather-driven heating demand fluctuated and LNG feedgas eased, NRG Energy said.Imports from Canada declined to 4.7 Bcf/d from 5.5 Bcf/d the previous week, NRG Energy added.Mild weather is expected to curb demand over the course of the week. "Mild weather continues to suppress broad demand, with only residual heating load in northern markets and limited early cooling demand nationally," Pinebrook Energy Advisors said in a daily note.According to NatGasWeather, the Rockies and Northern Plains are expected to be mild to cool over the next few days as weather systems move through, bringing showers and highs in the 50s-60s.The rest of the US is projected to be pleasant to warm, with highs in the 60s to 80s, except for hotter conditions in Texas, where temperatures will reach the 90s, NatGasWeather said. Cooler air is also forecast to spread across the Midwest, Ohio Valley, and Northeast later in the week, extending into Texas and the South, with highs generally in the 60s to 70s and locally in the 80s.Overall, demand is expected to be moderate over the next seven days, according to NatGasWeather.Meanwhile, in the Middle East, Iran has reportedly proposed easing restrictions on transit through the Strait of Hormuz if the US lifts economic and military pressure and agrees to end hostilities, while postponing discussions on its nuclear program.