-- 週五上午晚些時候，歐洲股市在美國交易，美國存託憑證（ADR）走高，標普歐洲精選ADR指數上漲0.75%，至1828.19點，本週累計上漲4%。 歐洲大陸方面，生物製藥公司Cellectis (CLLS)和西班牙對外銀行（BBVA）領漲，分別上漲6.6%和2%。緊隨其後的是醫療科技集團皇家飛利浦（PHG）和生物製藥公司Grifols (GRFS)，分別上漲1.6%和1.4%。 歐洲大陸方面，生物製藥公司DBV Technologies (DBVT)和網路瀏覽器公司Opera (OPRA)領跌，分別下跌2.7%和2.5%。緊隨其後的是網路廣告公司Criteo (CRTO)和製藥公司Ascendis Pharma (ASND)，分別下跌1.8%和1.4%。 英國股市漲幅居前的是生技公司Autolus Therapeutics (AUTL)和生技公司Biodexa Pharmaceuticals (BDRX)，分別上漲5.1%和4.3%。緊隨其後的是生技公司Trinity Biotech (TRIB)和醫療器材製造商Smith & Nephew (SNN)，分別上漲2.3%和2.1%。 英國和愛爾蘭股市跌幅居前的是製藥公司Silence Therapeutics (SLN)和軟體公司Endava (DAVA)，分別下跌4.6%和2.1%。緊隨其後的是生物製藥公司Akari Therapeutics (AKTX)和Amarin (AMRN)，分別下跌1.9%和1.5%。
Related Articles
Research
Research Alert: CFRA Keeps Buy Opinion On Shares Of The Hartford Insurance Group, Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We trim our 12-month target price by $8 to $155, valuing HIG shares at 11.3x our 2026 operating EPS estimate of $13.75 (cut by $0.45) and at 10.6x our 2027 EPS estimate of $14.65 (cut by $0.30), vs. the shares' one-year average forward multiple of 10.3x and peer average of 13x. Q1 EPS of $3.09 vs. $2.20 a year ago missed our $3.60 estimate and $3.39 consensus view. Operating revenue growth of 6.2% was in line with our 6%-10% forecast, amid 5.3% earned premium growth, 13% higher net investment income, and 7.9% fee revenue growth. Q1 written premium growth of 4% and full-year 2025 growth of 7% bode well for 2026 revenue trends as premiums are earned. Underwriting results improved significantly, with Personal Lines combined ratio improving to 87.7% from 106.1% and underlying combined ratio to 85.0% from 89.7%. Business Insurance combined ratio was stable at 94.8%. Weighing the Q1 EPS miss with HIG's decent top-line growth and discounted valuation to peers, we view the shares as undervalued.
$HIG
Research
Research Alert: CFRA Keeps Strong Buy Opinion On Shares Of Baker Hughes
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our 12-month target price by $14 to $82, reflecting a combination of our sum-of-the-parts (SOTP) and DCF models. For our SOTP model, we presume the oilfield services business (about 50% of BKR's franchise) to be valued at about 10x projected 2027 EBITDA (in line with major peers) and its industrial energy technology business (the other 50%) valued at 14x projected 2027 EBITDA (in line with the peer median). This blended approach, yielding a 12x multiple, implies a value of $73 per share. Meanwhile, our DCF model, using medium-term free cash flow growth of 5% per year, terminal growth of 2.5%, discounted at a WACC of 6.3%, yields intrinsic value of $91 per share. We cut our 2026 EPS estimate by $0.47 to $2.48, but we raise 2027's by $0.07 to $3.24. We acknowledge that the oilfield services business is likely to struggle in 2026 owing to the U.S.-Iran conflict, but the IET business appears quite robust and likely to be a source of both accelerating revenue growth and margins.
$BKR
Research
Research Alert: CFRA Maintains Hold Opinion In Shares Of Wab
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 $285 from $275 following WAB's Q1 earnings print, valuing shares at 24.2x our 2027 EPS outlook of $11.76 (revised from $11.46; 2026 EPS estimate up to $10.57 from $10.50), a slight premium to WAB's long-term historical multiple average given structural improvements in earnings quality. While we are cautious on signs of overcapacity in the freight market, an elevated order backlog (12-month sits at over $9 billion), internal initiatives to shore up margins, and potential synergies from M&A activity positions WAB to continue growing earnings at double-digit rates in 2026-2027, in our view. Despite tariff-related cost pressures, WAB has done a commendable job of defending margins via a mix of pricing, lean manufacturing, and pruning of lower-profit operations. Q1 results were mixed but overall positive, in our view. We maintain our Hold recommendation on shares.
$WAB