-- 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。12ヶ月目標株価を50ドル引き下げ、145ドルとします。これは、2027年のEPS予想の11.2倍に相当し、同業他社の平均12.3倍を下回ります。2026年のEPS予想は12.30ドルで据え置き、2027年のEPS予想は0.14ドル引き上げ、12.92ドルとします。好調な事業展開を反映し、LDOSは2026年通期の業績見通しを引き上げ、売上高を180億ドル～184億ドル（従来予想は175億ドル～179億ドル）、調整後EPSを12.10ドル～12.50ドル（従来予想は12.05ドル～12.45ドル）としました。この自信は、Entrust社の買収完了と新たなセキュリティ製品合弁事業の立ち上げに代表される、NorthStar 2030戦略の成功によって支えられています。プログラムの遅延や統合コストによる一時的な利益率の低下に直面しているものの、第1四半期の営業キャッシュフロー3億100万ドルという極めて強固な財務基盤が、これらのリスクを相殺しています。これに加え、資金調達済みの受注残高が前年比31%増の96億ドルに達し、過去12ヶ月間の受注残高対売上高比率が1.1倍と健全な水準にあることから、短期的な収益の安定性が十分に確保されています。
Related Articles
Mining & Metals
Orestone Mining Provides First Gold Assays From Francisca Surface Exploration Program, Argentina
Orestone Mining (ORS.V) provided initial assay results received from the Phase I exploration program on the Francisca Gold project in Salta Province, Argentina, on Thursday.The company noted this program included the resampling of existing trenches for which it only possessed historic summary data. Mapping at the South Gold zone indicates a stockwork width from 40-70 metres averaging 50 metres along a 400-500 metre strike length, it said."The zone consists of highly sericite argillic altered porphyry and hornfels host rocks cut by a dense stockwork of thin light brown limonite veinlets with thin dark quartz vein centres and thicker dark limonite quartz veins that are both vertical and shallow dipping," said Orestone in a statement. "Assay results for the first two trenches at Francisca compare favorably to historically reported data and confirm that a robust gold-silver mineralized stockwork system is exposed on the surface."The company's goal is to define a gold-silver deposit that can be mined by open pit.Shares of the company were last seen down 4.2% at $0.115 on the TSX Venture Exchange.Price: $0.115, Change: $-0.005, Percent Change: -4.2%
$ORS.V
Australia
Novartis Starts Construction on Texas Cancer Therapy Manufacturing Facility
Novartis (NVS) said Thursday it started construction on a new radioligand therapy manufacturing facility in Denton, Texas, as part of the company's broader $23 billion US investment plan.The company said the Texas facility will become its fifth radioligand therapy manufacturing site in the US and is expected to begin operations in 2028, supporting production of personalized cancer therapies.The company said the project is part of its plan to expand US manufacturing and research operations over five years.Price: $145.47, Change: $-2.89, Percent Change: -1.95%
$NVS
US Markets
April Layoff Announcements Rise Amid Tech Job Cuts
US job cuts increased in April to the third-highest total for the month since 2009 as technology companies continued to announce layoffs amid a shift toward artificial intelligence, Challenger Gray & Christmas said Thursday.Employers in the US announced 83,387 layoffs last month, up 38% from March, but down 21% year over year, according to the outplacement and executive coaching firm. The consensus was 70,000 job cuts in a Bloomberg-compiled survey.The technology sector led the workforce reductions for April, with 33,361 cuts, reflecting an annual increase of 33%."Technology companies continue to announce large-scale cuts and are leading all industries in layoff announcements," Andy Challenger, the firm's chief revenue officer, said in a statement. "They are also often citing AI spend and innovation. Regardless of whether individual jobs are being replaced by AI, the money for those roles is."Meta Platforms (META) announced plans to let 8,000 employees go and cancel 6,000 open roles in April, while Snap (SNAP) said it will lay off about 1,000 employees.So far this year, about 16% of total job cuts have been attributed to AI, up from 13% through March, according to Challenger Gray & Christmas.Employers announced a total of 300,749 job cuts for the first four months of the year, about half of those recorded in the same period last year, the firm said.The report comes a day before the April nonfarm payrolls report.Official data is expected to show Friday that the US economy added 65,000 nonfarm jobs in April, compared with a 178,000 increase reported for the previous month, according to a Bloomberg-compiled consensus. On Wednesday, ADP (ADP) said that employment in the US private sector grew at its fastest pace in more than a year.Separately, the seasonally adjusted number of initial jobless claims increased to 200,000 for the week ended May 2 from the previous week's upwardly revised level of 190,000, the Department of Labor reported Thursday. The consensus was for a 205,000 reading.For the week ended April 25, continuing claims fell by 10,000 to about 1.77 million, below Wall Street's estimate of 1.8 million.Price: $616.52, Change: $+3.63, Percent Change: +0.59%
$META$SNAP