-- 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。WRBYは第1四半期の純売上高が2億4,200万ドル（前年同期比8.3%増）となり、5四半期連続で2桁成長を達成しました。ただし、固定費の削減と関税の影響により、売上総利益率は230ベーシスポイント低下し、54.0%となりました。調整後EBITDAは2,960万ドルに達し、利益率は130ベーシスポイント上昇して12.2%となりました。これは、ホーム・トライオン・プログラムの終了と販売費および一般管理費の削減による業務効率化を反映したものです。当社は、この業績は、純粋な成長加速よりも収益性最適化を重視する同社の戦略転換を反映していると考えています。経営陣は、売上高を9億5,900万ドル～9億7,600万ドル（10～12%増）、調整後EBITDAを1億1,700万ドル～1億1,900万ドル（利益率12.2%増）と予想しています。当社は、インテリジェントアイウェアの開発が最も重要な製品成長の起爆剤になると考えており、経営陣は、終日着用可能な世界初の真にインテリジェントなAIメガネを開発中であると発表しています。1億ドルの自社株買い承認は、ビジネスモデルへの自信を示すとともに、戦略的な成長投資と並行して、資本配分の柔軟性を確保するものです。
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Mining & Metals
Canadian Natural Resources Maintained at Hold at TPH After Q1 Results; Price Target at C$70.00
Tudor, Pickering, Holt on Thursday maintained its hold rating on the shares of Canadian Natural Resources (CNQ.TO, CNQ) with a C$70.00 price target following first-quarter results from the country's No.1 oil producer."While generally expected given net debt levels exiting 2025, highlights from the overall update include the formal step-up in return-of-capital alongside the ~4% beat on Q1 cash flow. On Q1 results, headline metrics include C$4.37B AFFO vs. TPHe/Street consensus C$4.19B/C$4.26B (C$2.09/shr vs. TPHe/Street C$2.01/C$2.01), with the delta vs. our model owing to realizations and expenses more than offsetting production. 1,643mboepd came in slightly below TPHe/Street 1,657/1,651, primarily driven by Oil Sands with 275mbopd In Situ comparing to TPHe/Street 279/276 and 588mbopd OSM comparing to TPHe/Street 594/595, though the April run-rate within OSM of 630mbopd bodes well for Q2 (TPHe/Street 587/587). On the balance sheet and return of capital, net debt is now sufficiently below C$16B to have driven CNQ to plan for returning 75% of FCF to shareholders. This is already starting to take effect, with April buybacks already totaling ~$0.3B, matching full Q1's buyback activity ($1.5B in return of capital, consisting of $1.2B in dividends and $0.3B in share repurchases); no change to TPHe H2'27+ at strip for the final uplift to 100% with ND (covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $59.80, Change: $-2.46, Percent Change: -3.95%
$CNQ$CNQ.TO
Insider Trading
Hometrust Bancshares Insider Sold Shares Worth $1,654,419, According to a Recent SEC Filing
Hunter Westbrook, Director, President, CEO, on May 05, 2026, sold 36,096 shares in Hometrust Bancshares (HTB) for $1,654,419. Following the Form 4 filing with the SEC, Westbrook has control over a total of 122,604 common shares of the company, with 105,828 shares held directly and 16,776 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1538263/000153826326000048/xslF345X05/wk-form4_1778166405.xmlPrice: $46.15, Change: $+0.20, Percent Change: +0.42%
$HTB
Asia Markets
European Equities Traded in the US as American Depositary Receipts Heading Lower in Thursday Trading
European equities traded in the US as American depositary receipts were tracking lower late Thursday morning, losing 0.87% to 1,830.89 on the S&P Europe Select ADR Index.From continental Europe, the gainers were led by medical device maker EDAP TMS (EDAP) and accommodations booking company trivago (TRVG), which advanced 12% and 8%, respectively. They were followed by internet advertising firm Criteo (CRTO) and software company SAP (SAP), which increased 3.8% and 3.5%, respectively.The decliners from continental Europe were led by telecommunications company Nokia (NOK) and petroleum refiner Equinor (EQNR), which fell 4.4% and 4.3%, respectively. They were followed by semiconductor company Sequans Communications (SQNS) and pharmaceutical company Ascendis Pharma (ASND), which were down 2.7% and 2.3% respectively.The gainers from the UK were led by biopharmaceutical companies Akari Therapeutics (AKTX) and Biodexa Pharmaceuticals (BDRX), which rose 5.3% and 3.8% respectively. They were followed by communications company WPP (WPP) and hospitality company InterContinental Hotels Group (IHG), which were up 2.7% and 2.3% respectively.The decliners from the UK and Ireland were led by pharmaceutical company Silence Therapeutics (SLN) and biopharmaceutical company Bicycle Therapeutics (BCYC), which lost 4.9% and 3.2% respectively. They were followed by biotech firm Autolus Therapeutics (AUTL) and oil and gas company Shell (SHEL), which dropped 2.7% and 2.6% respectively.
$AKTX$ASND$AUTL$BCYC$BDRX$CRTO$EDAP$EQNR$IHG$NOK$SAP$SHEL$SLN$SQNS$TRVG$WPP