-- 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。IAGの投資判断を3つ星（ホールド）に据え置き、12ヶ月目標株価を176カナダドルから184カナダドルに引き上げます。これは、2027年度の調整後EPS予想16.00カナダドルに対し、PERを11.5倍と算出したものです。2026年度のEPS予想を14.87カナダドル（0.48カナダドル増）、2027年度のEPS予想を16.00カナダドル（0.74カナダドル増）にそれぞれ引き上げます。RFの買収により、ウェルスマネジメント部門は成長と業績において主導的な地位を確立しました。 2026年第1四半期のコア利益は、ウェルス部門が約46%、2025年第1四半期が約38%でした。資産運用会社は資産価値上昇の市場環境で恩恵を受けていますが、保険部門の業績は最近弱く、第1四半期のコア利益は減少しています。ウェルスマネジメント部門のコア利益は前年同期比24%増、保険部門（カナダ）のコア利益は4%減、米国事業のコア利益は13%減、投資部門は前年同期比9%増となりました。NCIBプログラムは、発行済み株式の8%を買い戻すように以前の5%から引き上げられ、配当金は11%増加しました。
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Fastly Swings to Q1 Adjusted Earnings as Revenue Rises; Shares Tumble After Hours
Fastly (FSLY) reported Q1 adjusted earnings late Wednesday of $0.13 per diluted share, compared with the loss of $0.05 a year earlier.Analysts polled by FactSet expected earnings of $0.08.Revenue in the three months ended March 31 rose to $173 million from $144.5 million a year earlier.Analysts surveyed by FactSet expected $171.8 million.Fastly expects Q2 non-GAAP net income of $0.05 to $0.08 a share on revenue of $170 million to $176 million. Analysts polled by FactSet project EPS of $0.04 on revenue of $169.8 million.The company expects full-year non-GAAP net income of $0.27 to $0.33 a share on revenue of $710 million to $725 million. Analysts project EPS of $0.27 on revenue of $712 million.Fastly shares tumbled 28% in after-hours trading.
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Research Alert: Ftnt Surpassed Expectations On Product Revenue Outperformance; Raises Outlook
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:FTNT delivered exceptional Q1 2026 results with revenue of $1.85B beating consensus by $120M and non-GAAP EPS of $0.82 exceeding estimates by $0.20. Product revenue accelerated to $645M (+40.5% Y/Y) significantly outpacing service revenue growth of 11%, while billings surged 30.5% to $2.09B. The robust appliance demand suggests active security infrastructure refreshes, though we highlight potential pulled-forward demand amid supply chain challenges and higher memory prices. Operating leverage remained strong with non-GAAP operating margin expanding 160 bps to 36%, while record cash generation of $1.08B in operating cash flow underscores the business model's strength. We expect the SASE evolution and "SASE Firewall" convergence to serve as key differentiators in the competitive landscape. Management raised 2026 revenue guidance to $7.71B-$7.87B from $7.50B-$7.70B, above consensus of $7.6B, and lifted EPS guidance to $3.10-$3.16 from $2.94-$3.00, beating Street forecasts of $3.00.
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