-- Kymera Therapeutics (KYMR) 股价周四下跌 3%，此前该公司公布第一季度每股亏损 0.71 美元，较去年同期的 0.82 美元亏损收窄。 FactSet 调查的分析师此前预期亏损为 0.88 美元。 截至 3 月 31 日的第一季度，合作收入为 3440 万美元，高于去年同期的 2210 万美元。 FactSet 调查的分析师此前预期为 830 万美元。 截至 3 月 31 日，Kymera Therapeutics 表示其拥有 15.5 亿美元的现金、现金等价物和投资，预计足以支撑公司运营至 2029 年。
Price: $79.23, Change: $-2.28, Percent Change: -2.80%
Price: $152.44, Change: $+4.53, Percent Change: +3.06%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our target by $1 to $30, using a forward P/FFO of 15.2x compared to five-year historic average near 20.0x given the overhang on potential federal legislation that may curtail the single-family residential market. We raise our FFO estimate for 2026 by $0.03 to $1.93 and increase 2027 estimate by $0.05 to $2.00 on projected revenue of $2.84B and $2.85B, respectively. We like that the shares offer a 4.3% dividend yield. We think INVH has ample liquidity to meet its debt obligations, working capital, construction expenditures, and development pipeline. Washington Analysis (WA), a CFRA business, puts the odd of single-family-homes-for-rent (SFHR) at 20% odds or lower, given the White House has not been actively involved in engagement. Furthermore, WA puts the odds at 45% the build-to-rent disposal language is materially softened or eliminated in a revised bill that passes both chambers in Congress. WA sees 35% odds the bills falls apart for the year. Thus, 20% the bill moves along with bipartisan support.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our price target by $240 to $2,094, 41.5x our FY 27 (Jun.) EPS view, near peers but above KLAC's three-year average (~25x) on significant AI momentum and improved visibility. We raise our FY 26 EPS view by $0.85 to $36.96, lift FY 27's by $4.10 to $50.45, and lift FY 28's by $3.20 to $60.95. Improving customer support and visibility surprisingly allowed KLAC to comment on CY 27 growth, and its view was impressive and well above consensus for both CY 26 and CY 27 (we see +22% vs a going-in Street view of +15%). Importantly, the company also feels "very good" about its ability to procure memory supply to support builds through CY 27, by when we think new supply will help ease constraints. High memory prices also reflect AI-related demand that is driving memory makers to purchase more process control equipment, and we estimate memory customers will contribute a majority of Semi Process Control segment sales in FY 27 (vs. ~30% in FY 26), bringing supportive revenue diversification at the leading edge.