-- MGE能源公司(MGEE)週二公佈了第一季財報,稀釋後每股收益為1.32美元,高於去年同期的1.14美元。 FactSet調查的一位分析師此前預期每股收益為1.13美元。 截至3月31日的第一季度,公司營收為2.427億美元,高於去年同期的2.19億美元。
Price: $80.48, Change: $+0.36, Percent Change: +0.46%
-- MGE能源公司(MGEE)週二公佈了第一季財報,稀釋後每股收益為1.32美元,高於去年同期的1.14美元。 FactSet調查的一位分析師此前預期每股收益為1.13美元。 截至3月31日的第一季度,公司營收為2.427億美元,高於去年同期的2.19億美元。
Price: $80.48, Change: $+0.36, Percent Change: +0.46%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our target by $5 to $125 using a narrower equity risk premium to capture worries about future fund performance and a forward P/E of 19.8x, near the five-year historical average at 19.0x and below the three-year average at 21.8x. Public market volatility has shifted investor sentiment to negative on shares of KKR on market uncertainties. KKR financial outcomes are the result of decisions made years ago, so portfolio construction, risk mitigation, and overall discipline should steer its fundamentals away from current market worries. However, we think monetization of private equity holdings may take longer. We lower our adjusted net income by $0.55 in both 2026 to $6.30 and 2027 to $7.50 on projected revenues of $10.1B (prior $10.5B) and $11.5B ($12.6B), respectively. We think large global investors are consolidating their investments with a small number of ALT firms; KKR is one of them. Despite the negative headlines, we think KKR is well positioned for any market upturn to accelerate monetization.
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 $174, or 9.3x our 2027 EPS estimate, in line with AER's three-year average forward P/E of 9.2x. After a strong Q1, we increase our 2026 EPS estimate by $0.80 to $17.05 and our 2027 EPS forecast by $1.11 to $18.76. AER reported record Q1 adjusted net income of $889 million ($5.39/share), beating consensus by 45%, and delivered a 19.4% adjusted ROE. Management raised full-year 2026 adjusted EPS guidance (excluding additional asset sales) to $14.50 (from $13-$14 previously) and announced a new $1 billion share repurchase program. AER's portfolio is well positioned, with 81% new technology aircraft, limiting exposure to potential older aircraft retirements if elevated fuel prices persist. Management secured 110 A320neo aircraft orders with attractive 2028+ delivery slots by leveraging its engine leasing leadership. Despite geopolitical headwinds, demand for aviation assets remains robust, with 87% lease extension rates and strong sales margins (24% unlevered gain).
US equity indexes rose after midday Tuesday as crude oil futures slumped after Defense Secretary Pete Hegseth said the ceasefire agreement with Iran remains in force.The Nasdaq Composite was 0.9% higher at 25,304.2, after touching a record 25,335.40 intraday. The S&P 500 climbed up 0.8% to 7,258.5, and the Dow Jones Industrial Average advanced 0.6% to 49,225.1.All sectors except financials and communication services rose. Materials, technology, and industrials led the gainers.At a Pentagon briefing Tuesday, Gen. Dan Caine, chairman of the Joint Chiefs of Staff, said Iran's military actions didn't rise to the level of restarting the war, according to The Wall Street Journal.Hegseth, speaking at the same press conference, promised to press ahead with opening the Strait of Hormuz, the chokepoint for about a fifth of global crude oil flows.The statements follow Tehran's strikes in Hormuz and the United Arab Emirates amid rising tensions on Monday, fueling concern that the ceasefire was at risk.West Texas Intermediate crude oil futures dropped 4.2% to $102.23, and Brent crude futures slumped 3.8% to $110.61.US Treasury yields fell, with the 10-year down 2.8 basis points to 4.42%, retreating from its highest level in about a month. Two-year yield slid 2.4 basis points to 3.94%.In precious metals, gold futures climbed 0.8% to $4,571.8, and silver futures rose 0.1% to $73.56.In economic news, US job openings fell to 6.866 million in March from 6.922 million in February, according to the Bureau of Labor Statistics, versus the 6.850 million expected in a Bloomberg-compiled poll. The March level represents 4.1% of total employment, down from 4.2% in February and a year ago.The Institute for Supply Management's US services index declined to 53.6 in April from 54.0 in March, versus expectations for 53.7 in a Bloomberg survey.In company news, Intel (INTC) shares soared 14%, the top performer on the S&P 500 and the Nasdaq, after Bloomberg reported that Apple (AAPL) has held early discussions with the company and Samsung Electronics on producing key device processors in the US.Huntington Ingalls Industries (HII) shares were down 11%, the steepest decline on the S&P 500, following its Q1 results.Shopify (SHOP) reported a Q2 revenue outlook that implied a sequential slowdown in annual growth. Its shares tumbled 14%, the worst performer on the Nasdaq.