-- ATI（ATI）は木曜日、第1四半期の調整後1株当たり利益が1ドル（希薄化後）となり、前年同期の0.72ドルから増加したと発表した。 FactSetが調査したアナリストは0.88ドルを予想していた。 3月31日締めの第1四半期の売上高は11億5000万ドルで、前年同期の11億4000万ドルから増加した。 FactSetが調査したアナリストは11億9000万ドルを予想していた。 同社は第2四半期の調整後1株当たり利益を0.98ドルから1.04ドルと予想している。FactSetが調査したアナリストは0.98ドルを予想している。 ATIは2026年通期の調整後1株当たり利益を4.20ドルから4.48ドルと予想しており、これは従来の3.99ドルから4.27ドルの予想を上回る。FactSetが調査したアナリストは4.20ドルを予想している。 同社の株価は木曜日のプレマーケット取引で2%以上上昇した。
Price: $150.00, Change: $+3.93, Percent Change: +2.69%
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 by $1 to $55, 20.0x our next-12-month EPS view of $2.75, a premium to its five-year average of 15.6x. We reduce our 2026 EPS view by $0.02 to $2.72 and 2027 EPS by $0.01 to $2.93. The Q1 core EPS increase (+7.5% Y/Y) breaks a three-quarter streak of declines, and we see continued momentum throughout our forecast horizon. We see positive data center demand trends, with long-term contracted demand (4.3 GW) up 4% since February 2026 (4.1 GW) and up 47% since February 2025 (2.9 GW), while pipeline demand (14.9 GW) is up 15% since February 2026 (12.9 GW) and has more than doubled since February 2025 (6.1 GW). FE has reduced base O&M by over $200M (15%) since 2022, with Q1 2026 showing an additional ~5% YoY decline, while simultaneously improving reliability metrics. We think FE's cost discipline, service quality improvement, and competitive rate positioning should translate into more favorable rate case outcomes, reduced disallowance risk, and potentially higher allowed ROEs.
Consumer stocks were higher Thursday afternoon, with the State Street Consumer Staples Select Sector SPDR ETF (XLP) rising 1.4% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) increasing 0.4%.In corporate news, Lamb Weston (LW) shares rose 1.6% after shareholder Starboard Value said in a letter to the board Thursday that the company should hold an investor day and reset earnings to a normalized level.
The US Food and Drug Administration's Oncology Drugs Advisory Committee rejected the benefits AstraZeneca's (AZN) Camizestrant drug candidate to treat breast cancer, Bloomberg reported Thursday.Six committee members voted against the drug due to disagreement over the trial design and the potential implications in the clinical setting, according to Bloomberg.The drug trial met is primary endpoint of progression-free survival as well as the progression-free survival 2 endpoint, however, FDA does not consider PFS2 a suitable endpoint for regulatory decision making, according to a briefing document.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $189.60, Change: $+4.40, Percent Change: +2.37%