-- InMode (INMD) 股价周三下跌超过 6%，此前该公司公布的第一季度业绩不及分析师预期，并发布了弱于预期的 2026 年盈利展望。 该公司公布的第一季度非 GAAP 稀释后每股收益为 0.25 美元，低于去年同期的 0.31 美元。 FactSet 调查的分析师此前预期为 0.29 美元。 截至 3 月 31 日的第一季度营收为 8200 万美元，高于去年同期的 7790 万美元。 FactSet 调查的四位分析师此前预期为 8030 万美元。 该公司表示，目前预计 2026 年调整后每股收益为 1.33 美元至 1.38 美元，低于此前预期的 1.43 美元至 1.48 美元。FactSet 调查的分析师此前预期为 1.45 美元。 该公司维持此前3.65亿美元至3.75亿美元的年度营收预期。FactSet调查的分析师预计营收将达到3.7亿美元。
Price: $13.38, Change: $-1.02, Percent Change: -7.08%
Aptiv (APTV) stock sell-off post Q1 results was unwarranted and likely driven by the lower-than-expected Q2 guide and rising cost pressures with 2026 more back-half weighted that appears like a steep ramp, UBS said in a Wednesday research report.While Q2 is impacted by "stranded cost" and Ford Motor (F) volume timing, H2 ramp looks more achievable than optics suggest amid positive developments in China and the non-auto segments, analysts wrote.The company expects positive growth from China in Q2, driven by new programs and normalization of production at key customer, the brokerage stated.Commodity headwinds should abate in H2 as recoveries lag, UBS said.The brokerage said it reiterated its buy rating on the stock and price target of $80 per share.Aptiv shares were up 4% in Wednesday trading.Price: $56.47, Change: $+1.64, Percent Change: +2.99%
Price: $15.79, Change: $-4.34, Percent Change: -21.55%
Ocular Therapeutix (OCUL) is moving closer to a potential US Food and Drug Administration filing for axpaxli, its long-acting treatment for wet age-related macular degeneration, as regulators begin formal discussions on a single-trial approval path, RBC Capital Markets said Tuesday in a report.Management said talks with the FDA are now ongoing, raising the possibility of submitting an application based on the company's successful pivotal study, rather than waiting for a second trial that is due to read out in early 2027, RBC said.The company plans to provide additional regulatory and program updates at an investor day on June 17, RBC said.Ocular continues to target a potential 2027 launch for axpaxli under a single-trial filing strategy, and RBC reiterated its view that the drug has a "positive benefit/risk profile."RBC maintained its rating of outperform, speculative risk, on Ocular stock with a $30 price target.Price: $9.84, Change: $+0.13, Percent Change: +1.29%