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Research
Research Alert: Amkr: Results/outlook Ahead Of Consensus, Supported By Auto/industrial Recovery
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Q1 sales of $1.68B (+27% Y/Y) exceeded Street expectations ($1.65B) along with EPS of $0.33 (vs. Street $0.24), with Q2 revenue/EPS guidance of $1.80B/$0.47 representing larger beats vs. expectations of $1.74B/$0.31, respectively. Q2 gross margin was guided to 15.0%, above consensus of 14.8%. We point to Auto/Industrial strength as the most important result during Q1, with the segment's 28% Y/Y growth continuing to show acceleration over the past several quarters following a long period of weakness. Tariff reductions should help, though emerging issues like the Strait of Hormuz closure and ongoing memory shortage could challenge this recovery thesis in the coming quarters. AMKR lowered its 2026 capex outlook slightly from ~$3.0B to ~$2.75B, a total that remains substantial as it looks to support TSMC's ambitions in Arizona, which will likely necessitate borrowing/higher interest costs. We consider the reduced capex forecast to reflect a narrowing of expectations rather than lower demand projections.
$AMKR
Research
Research Alert: Crane Tops Q1 Earnings; Oe Sales Acceleration Continues
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:CR delivered strong Q1 results with EPS of $1.65 (up 15% Y/Y), beating consensus expectations of $1.45. The outperformance prompted CR to raise full-year adjusted EPS guidance to $6.65-$6.85 from $6.55-$6.75, representing 12% growth at the midpoint. We attribute the beat and raise to successful integration of recent acquisitions and organic sales expansion within OE aerospace equipment. Aerospace remained the primary growth driver with 9.4% core sales growth to $318M, supported by 16% OEM growth and 14% backlog expansion reflecting favorable aircraft production ramp-ups. Process Flow Tech showed mixed results with a 0.6% organic sales decline offset by strong acquisition contributions, bringing total segment sales to $378M. We're encouraged by M&A activity following divestitures and believe CR's aerospace expansion will fuel additional earnings growth, though we expect near-term margin dilution before cost synergies materialize.
$CR
Insider Trading
Establishment Labs Holdings Insider Sold Shares Worth $4,919,478, According to a Recent SEC Filing
Juan Jose Chacon Quiros, Director, on April 23, 2026, sold 75,000 shares in Establishment Labs Holdings (ESTA) for $4,919,478. Following the Form 4 filing with the SEC, Chacon Quiros has control over a total of 1,152,697 common shares of the company, with 45,193 shares held directly and 1,107,504 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1688757/000174242926000015/xslF345X05/wk-form4_1777325917.xml
$ESTA