-- Geron (GERN) 股價週三早盤下跌 2.7%，此前該公司公佈第一季每股攤薄淨虧損 0.01 美元，較去年同期的每股虧損 0.03 美元有所收窄。 FactSet 調查的分析師此前預期虧損為每股 0.02 美元。 截至 3 月 31 日的第一季度，Geron 營收為 5,180 萬美元，而去年同期為 3,940 萬美元。 FactSet 調查的分析師先前預期營收為 5,060 萬美元。
Price: $1.61, Change: $-0.04, Percent Change: -2.73%
Lumentum's (LITE) pricing power continues to be a "standout" after it posted fiscal Q3 gross margins over 350 basis points above expectations, Morgan Stanley said in a Wednesday note.The firm can leverage its position in the market for electro-absorption modulated lasers and pump lasers, specifically by raising prices during tight conditions, the note said."With demand for product continuing to grow, that sets the stock up to maintain bull case valuation in the near term, as pricing power is unlikely to ease," the report said."This is even before we have really seen the ramp of optical circuit switching (OCS) and co-packaged optics (CPO), which don't become more material until later in the year," it added.Still, the note said some "digestion" would be healthy following the recent strong performance of its shares.Morgan Stanley raised its price target to $900 from $710 while keeping its equal-weight rating.Price: $935.74, Change: $-58.82, Percent Change: -5.91%
Super Micro Computer's (SMCI) sales have largely met or exceeded expectations in recent quarters, but gross margins have been a consistent issue, though that changed this quarter as margins beat estimates handily, Wedbush Securities said Wednesday.The company's fiscal Q3 gross margin was nearly 10.1%, up 370 basis points sequentially. While it guided for margins to fall to 8.2% to 8.4% this quarter, they will still be about 80 basis points above Wedbush's prior outlook at the midpoint, according to the note.The company is seeing more demand from emerging/smaller neoclouds. These smaller customers seem to have less leverage to gain discounts, yielding better trends for Super Micro, according to the note.Wedbush updated its fiscal Q4 estimates and expects EPS of $0.72, revenue of $12 billion, and gross margins of 8%, compared with the prior forecast of $0.68, $12.58 billion and 7%, respectively.For fiscal 2026, the brokerage expects EPS of $2.61, revenue of $39.94 billion, and gross margins of 8.2%, versus $2.35, $42.64 billion and 7% previously.Wedbush kept a neutral rating on Super Micro Computer and lowered the price target to $34 from $42.Shares of the company rose more than 16% in Wednesday trading.Price: $32.49, Change: $+4.66, Percent Change: +16.74%
Rafael Santana, Director, President, and CEO, on May 04, 2026, sold 2,326 shares in Westinghouse Air Brake Technologies (WAB) for $614,844. Following the Form 4 filing with the SEC, Santana has control over a total of 126,403 common shares of the company, with 126,403 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/943452/000162828026031018/xslF345X05/wk-form4_1778081852.xmlPrice: $272.55, Change: $+9.11, Percent Change: +3.46%