-- 週一，ATB Cormark Capital Markets 將 Bird Construction Inc. (BDT.TO) 的目標價從 38 美元上調至 48 美元。 分析師 Chris Murray 在 Bird 近期與包括首席執行官 Teri McKibbon 和首席財務官 Wayne Gingrich 在內的管理層進行了公司最新情況匯報後，維持了對這家加拿大建築服務供應商股票的“跑贏大盤”評級。 Murray 在給客戶的報告中表示：“討論的重點是公司三大業務板塊的需求狀況、利潤率前景、資本配置以及人工智慧帶來的機會。” 這位分析師表示：“管理層對公司的專案儲備越來越樂觀，這得益於主要終端市場強勁且均衡的需求，以及整個行業向低風險、漸進式合約模式的轉變。” “儘管建築類股票在 2026 年上半年普遍估值上漲，但不斷增強的機會和利潤率前景仍然讓我們對 BDT 保持樂觀。”
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Research Alert: CFRA Keeps Hold Opinion On Shares Of Otis Worldwide Corporation
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Asia Markets
Saudi Shares Start Week Higher; US-Iran Peace Talks Canceled
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Research
Research Alert: CFRA Maintains Hold Rating On Shares Of United Rentals Inc.
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 price to $1,100 from $950 following a strong first quarter, valuing shares at 20.5x our 2027 EPS outlook of $54.28 (in line with previous estimate; 2026 EPS also in line). We believe a higher multiple is justified given URI's firming market leadership within an expanding rental equipment industry. A robust Q1 beat enabled URI to raise its full-year revenue guidance to $16.9B-$17.4B and adjusted EBITDA to $7.625B-$7.875B, citing momentum heading into a busy season. With leverage well below historical levels, we believe accretive M&A deals could serve as a potential catalyst for additional guidance increases. Margin compression has been a sticky issue for URI, but Q1 indicated that pricing may have turned around and that headwinds are starting to ease as quarterly results begin to lap when tariff-related inflation began to pick-up. We remain cautious on margins, though are encouraged by signs of stabilization. New project activity is likely supporting pricing trends, in our view.
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