-- 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。目標株価を234ドルから180ドルに引き下げました。これは、2027年度EPS予想の15.0倍に相当し、過去10年間の予想PER平均を下回る水準です。2026年度EPS予想は11.03ドル、2027年度EPS予想は12.00ドルで据え置きます。RMDは第3四半期の業績予想を上回ったものの、当社が懸念するいくつかの逆風に直面しています。第3四半期のアナリスト向け電話会議において、RMDは中東の地政学的不確実性に起因する部品コストの上昇圧力と燃料費の高騰を認め、退任する長年CFOのブレット・サンダーコック氏は、厳しい利益率環境を示唆しました。複雑な事業環境に加え、実行リスクを伴う可能性のある3億4000万ドル規模のNoctrix Health買収案が持ち上がる中、RMDは重要な経営陣の交代期を迎えています。20年間CFOを務めたベテランが5月4日付で退任し、後任には以前Exact Sciences（最近Abbottに買収された）のCFOを務めていたA. Bloomer氏が就任します。これらの要因に加え、より広範なマクロ経済の不確実性が、RMDの短期的な業績に圧力をかける可能性があると当社は考えています。
Related Articles
Research
Research Alert: CFRA Keeps Hold Opinion On Shares Of Exxon Mobil Corporation
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Our 12-month target of $167, up $1, reflects EV/EBITDA and DCF analyses. We apply an 8.2x multiple of EV to est. 2027 EBITDA - above XOM's historical forward average but below peak levels - yielding $125 per share. Our DCF model, using medium-term free cash flow growth of 5.6% per year, terminal growth of 2.5%, discounted at a WACC of 5.9%, yields $209 per share. We cut our 2026 EPS estimate by $1.43 to $9.21 and 2027's by $0.66 to $8.07. XOM's upstream production fell 8.2% sequentially in Q1, notably in Asia, where liquids production was down 21% and natural gas production was down 31%. Some of that decline is due to damage to Qatar LNG installations that have been damaged and are likely to take three to five years to restore to pre-war condition. Absent those issues as well as Winter Storm Fern, XOM noted that its upstream production would have grown 8% in Q1. We see ongoing strength in downstream margins, but the main catalysts should be volume recovery in Asia and crude oil prices.
$XOM
Research
Research Alert: CFRA Reiterates Buy Rating On Shares Of Crane Company
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 to $235 from $220 following CR's Q1 earnings print, valuing shares at 30x our 2027 EPS outlook of $7.85 (in line with previous forecast; 2026 EPS estimate revised to $6.85 from $6.70). We continue to see upside in shares as OEM sales pick up, along with improving aircraft production rates and as CR leverages its solid balance sheet to acquire and integrate attractive M&A targets (leverage ratio ~1.4x). The Aerospace continued to see strong order flows, with core backlog rising 14% Y/Y as a direct result. Commercial aftermarket sales were a point of concern in Q1 given the spike in oil prices, though we believe growth will eventually reaccelerate in this market given still-elevated utilization rates of aging fleets. Growth in Process Flow Tech was muted in Q1, though organic orders were encouraging as growth markets (pharma, cyro, power generation) support overall demand. We reiterate our Buy opinion on CR shares.
$CR
Insider Trading
Fiverr International Insider Sold Shares Worth $813,084, According to a Recent SEC Filing
Micha Kaufman, Director, Chief Executive Officer, on April 29, 2026, sold 66,400 shares in Fiverr International (FVRR) for $813,084. Following the Form 4 filing with the SEC, Kaufman has control over a total of 2,607,126 ordinary shares of the company, with 2,607,126 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1762301/000117891326002326/xslF345X05/zk2635168.xml
$FVRR