-- 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。当社は、2027年度の業績予想にEV/EBITDA倍率34.9倍を適用し、12ヶ月目標株価を100ドル引き上げ、1,100ドルとします。これは、過去5年間の平均倍率31.9倍をわずかに上回る水準です。2026年度の1株当たり利益（EPS）予想を0.45ドル引き上げ、8.24ドルとします。また、2027年度のEPS予想を2.21ドル引き上げ、18.05ドルとします。LITEは第4四半期に四半期売上高の記録を更新する見込みで、その成長の半分以上は部品によるもので、残りはシステム、特に高速トランシーバーとOCSによるものと予想されます。LITEは、複数の製品ライン、特にEML、ポンプレーザー、トランシーバーにおいて、深刻な需給不均衡を経験しました。供給制約は以前公表されていたよりもさらに深刻で、供給不足により顧客需要を下回る出荷となり、顧客間での難しい配分決定を迫られている。さらに、一部の製造施設は依然として稼働率が低い状態にあるが、これらの施設の稼働率と利益率向上に向けた取り組みが進められている。
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Galloper Gold to Begin 2026 Drilling Program at the Glover Island Property
Galloper Gold (BOOM.CN) on Thursday said it plans to begin a 2026 drilling program at Glover Island targeting new high-grade gold targets in the Lunch Pond South Extension (LPSE) gold deposit.The company also plans regional exploration drilling, particularly at Lucky Smoke.An updated geological modelling and engineering exercise resulted in the recently released and increased LPSE Mineral Resource Estimate (MRE), said the company and added that the 2026 drilling program will follow-up and build on this "momentum."The 2026 drilling program is expected to include up to 7,000 meters of diamond drilling in over 25 boreholes. Drilling will target along-strike and down-dip continuity of the LPSE and Lucky Smoke gold deposits within the Kettle Pond formation, the company added."Galloper Gold Corp. has been comprehensively evaluating the Kettle Pond Formation gold mineralized trend with historical data, and, as a result of this, we have recently released an updated MRE for the LPSE deposit," said chief executive Hratch Jabrayan. "This effort has resulted in a new understanding of the geological architecture of the property and has built targeting for additional gold mineralization intercepts."Shares of the company were last seen unchanged at $0.10 on the Canadian Securities Exchange.
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Australia
United Therapeutics Growth Outlook Remains Supported by Tyvaso, Ralinepag, RBC Says
United Therapeutics (UTHR) still has a stronger long-term growth path despite a soft Q1, helped by Tyvaso durability, possible idiopathic pulmonary fibrosis expansion, TreSMI filing plans, and future upside from ralinepag, RBC Capital Markets said in a note emailed Thursday.The investment firm said Tyvaso revenue missed estimates in Q1, but the firm expects the franchise to return to growth after weather issues and specialty pharmacy delays subside.IPF could become the company's next major growth driver, with a supplemental application still planned for this summer and other faster approval paths under review, RBC said.TreSMI remains on track for a US Food and Drug Administration filing in pulmonary arterial hypertension and pulmonary hypertension associated with interstitial lung disease by year's end, which could help United Therapeutics defend its position in inhaled treprostinil, according to the note.Ralinepag Dry Powder Inhalation could add longer-term upside because once daily dosing may help the company compete better in pulmonary hypertension and related lung disease markets, RBC added.RBC lowered its price target for United Therapeutics to $701 from $707 while keeping its outperform rating.Price: $576.22, Change: $-20.55, Percent Change: -3.44%
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Australia
Klaviyo to Bring Agentic Marketing Workflows to Anthropic's Claude
Klaviyo (KVYO) said Thursday it has expanded its integration with Anthropic to provide new agentic marketing workflows to the Claude AI model.Customers will be able to securely access and generate outputs from their customer and performance data through the connection of Klaviyo's Model Context Protocol server across Claude's products, according to a statement.Price: $15.84, Change: $+0.03, Percent Change: +0.18%
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