-- Neil J Fernandes, Senior Vice President, on May 01, 2026, sold 18,170 shares in Lam Research (LRCX) for $4,635,894. Following the Form 4 filing with the SEC, Fernandes has control over a total of 67,144 common shares of the company, with 66,129 shares held directly and 1,015 controlled indirectly.
SEC Filing:
https://www.sec.gov/Archives/edgar/data/707549/000070754926000024/xslF345X05/wk-form4_1777915449.xml
Price: $259.38, Change: $+2.74, Percent Change: +1.07%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our 12-month price target to $109 from $132, 12.5x our 2026 EPS estimate of $8.71. We believe this premium multiple is justified by the long-term pent-up demand opportunity and the company's financial flexibility to navigate near-term energy cost pressures. We model a 30-bp operating margin decline in 2026 due to energy costs, which we expect will negate leverage benefits despite modest revenue growth. Our assumptions yield 2026 EPS of $8.71 (revised from $9.54) and 2027 EPS of $9.85 (revised from $10.89). The primary risk to our thesis is the potential for the current energy shock to extend into 2027, which would further weaken consumer demand and likely require downward revisions to future earnings. For now, we expect continued spending from wealthier consumers and a seesawing but present commercial demand to provide a floor for the business. This balance of near-term risk against long-term recovery potential keeps us on the sidelines, awaiting greater clarity on the macroeconomic environment.
Norwegian Cruise Line (NCLH) has an average rating of overweight and mean price target of $24.29, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $17.06, Change: $-1.76, Percent Change: -9.33%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We leave our 12-month target price unchanged at $47, 13.1x our 2026 FFO estimate, a premium to the three-year average (12.7x) with NNN's recently acquired property performing well. We leave both our 2026 and 2027 FFO estimates unchanged at $3.58 and $3.77, respectively. We continue to hear comments from management that state increasing competition is causing 15-25 bps in cap rate compression, which is a long-term headwind, in our view. NNN's acquisition pipeline is still strong, but we are unsure if Q1's $145 million at 7.5% is sustainable and believe going-in cap rates are likely to decline this year. Management noted that sale-leaseback transactions are growing as businesses seek alternative financing and balance sheet management, which provide a strong pipeline of NNN's relationship-based deals to execute. We believe tenant credit risks are shrinking vs. 2024 and 2025 as management has worked to actively target more resilient tenants less likely to be displaced by e-commerce growth in recent years.