-- Assertio Holdings (ASRT) 股价周一上涨超过 17%，此前该公司宣布，Garda Therapeutics 对其的收购价格已从上月宣布时的每股 18 美元上调至每股 21.80 美元。 修订后的协议将总收购价格从 1.251 亿美元提高至 1.532 亿美元。 该交易预计将于第二季度完成，但需满足惯例成交条件，包括 Assertio 大部分流通股的要约收购。 要约收购完成后，Garda 将通过第二阶段合并，以每股 21.80 美元的现金收购剩余股份。交易完成后，Assertio 的普通股将停止在纳斯达克交易。
Price: $21.70, Change: $+3.23, Percent Change: +17.46%
Bob's Discount Furniture is expected to report in-line Q1 results, but channel checks point to softer category demand and rising costs, which could pressure the stock in the near-term, especially with two quarters of tough comparisons ahead, RBC Capital Markets said in a note emailed Monday.For Q1, the firm models comparable sales growth of 1.3%, implying decent market share gains versus the category, which declined by low-single-digits during the quarter, according to the note.Transaction data supports management's view that relative Q1 weakness was isolated to January and February due to winter storms and improved later. RBC said its channel work suggests that the overall category slowed in April.The brokerage thinks Bob's might benefit from higher tax refunds year-over-year and notes that management attributes comp outperformance in the past year partially to improved conversion thanks to a new retail operating system launched in 2024's Q4.The company will report Q1 results before the market opens on Thursday.RBC maintained an outperform rating on Bob's Discount Furniture and lowered the price target to $18 from $25.Price: $10.41, Change: $-0.66, Percent Change: -5.96%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We increase our 12-month target price by $10 to $340, based on a P/E of 15.5x our 2026 EPS estimate, a small discount to JLL's three-year average forward multiple of 17.4x. We increase our 2026 EPS estimate by $1.55 to $21.97 and increased 2027 by $2.26 to $24.07. Due to instability in the Middle East, management noted it has limited visibility into more economically sensitive segments, mainly Capital Markets with guidance reflecting this lack of clarity in 2H 2026. We continue to have a positive view on how AI will impact JLL with management emphasizing a high internal adoption rate as 75% of employees are using core AI tools with 25,000 using enterprise AI applications daily now. In the long term, we believe this enables JLL to do more with a smaller headcount, driving margins higher. JLL is currently exiting some international less profitable contract with the property management space in Asia Pacific, creating a small headwind to growth this year.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We increase our 12-month target by $1 to $27, on a forward P/FFO of 14.4x our 2026 FFO estimate, a premium to its 12.6x three-year P/FFO average and in line with the retail peer average (14.8x). We increase our 2026 FFO estimate by $0.02 to $1.87 and increase 2027 by $0.02 to $1.93. New lease rental growth continued to be a strong point at 23.8% in Q1, emphasizing how in-demand KIM's properties currently are. This new lease growth has driven the signed-not-opened pipeline to a record $77M. Management commented that the tenant credit profile is as strong as they can remember, a testament to KIM's work in selecting tenants less exposed to e-commerce competition in recent years. We continue to see KIM recycling low-growth assets and ground leases with proceeds used in 1031 exchange acquisitions. 2026 debt maturities are elevated, with $800M in refinancings expected in 2H 2026 at 100-125 bps higher rates, in our view.