-- MWB Research週四將德國煞車系統製造商克諾爾集團（KBX.F）的評級從“賣出”上調至“持有”，並將目標價從86.00歐元上調至103.00歐元。 （報道北美、亞洲和歐洲主要銀行及研究機構的股票、商品和經濟研究。研究機構可透過以下連結聯絡我們：https://www..com/contact-us）
Related Articles
Research
Research Alert: CFRA Maintains Strong Buy Rating On Shares Of Trimble Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We increase our target price to $86, from 85, on a forward P/E of 21x our 2027 EPS projection of $4.08, below historical averages. We increase our 2026 EPS projection to $3.59 from $3.52, and lift our 2027 EPS estimate to $4.08 from $4.06. TRMB reported solid Q1 beats with revenue of $939.9M, up 12% Y/Y, led by AECO at 14% organic revenue and ARR growth, Field Systems posting 12% growth, and Transportation & Logistics growing 7% despite freight market headwinds. ARR reached a record $2.435B, up 13% organically, reinforcing business model durability. Non-GAAP operating margin improved 230 bps to 25.9%, while non-GAAP gross margins expanded 180 bps to 71.0%, and we see continued margin expansion as its subscription revenues scale. We note steady execution in its core business, while building AI momentum through new products and partnerships with AI labs. Management reaffirmed its 2027 targets, supporting our positive view, though macro risks warrant monitoring.
$TRMB
Research
Lundin Mining Maintained at Buy at Stifel Canada Following Q1 Results; Price Target Kept at C$40.00
Stifel Canada on Thursday reiterated its buy rating on the shares of Lundin Mining (LUN.TO) and its C$40.00 price target following the company's first-quarter results."Lundin reported Q1/26 adjusted EPS of $0.31 vs. our $0.29 (consensus $0.32) and adjusted EBITDA of $627Mln vs. our $654Mln (consensus $642Mln) on copper production of 79.9Kt (in-line vs. our 80.1Kt; consensus 77.3Kt) at lower cash cost of $1.66/lb vs. our $1.99/lb (consensus $1.98/lb) and gold production of 31.5Koz. Cash cost benefited from higher by-product credits on stronger realized gold price. FY26 guidance was reaffirmed including 310-335Kt of copper and 134-149Koz of gold at copper cash cost of $1.90-2.10/lb and capex of $995Mln, including $395Mln for Vicuna ($52Mln spent in Q1/26). At Q1/26, LUN held cash of $565Mln (+$269Mln QoQ) and net cash of $249Mln (+$172Mln QoQ). As at May 6, 2026, net cash was $51Mln after funding for the JX/Los Helados (30.9%) and Caserones (5%) acquisition that closed on April 7. The Vicuna sanctioning decision is targeted as early as YE26," analyst Ralph Profiti wrote.(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: $36.80, Change: $+0.46, Percent Change: +1.27%
$LUN.TO
Research
Equinox Gold Maintained at Buy at Stifel Canada After Q1 Results; Price Target Kept at C$31.00
Stifel Canada on Thursday reiterated its buy rating on the shares of Equinox Gold (EQX.TO) and its C$31.00 price target following the company's first-quarter results."Equinox Gold reported Q1/26 adjusted EPS from all-operations of $0.30 vs. our $0.34 (consensus $0.29) and adjusted EBITDA from all-operations of $527Mln vs. our $557Mln (consensus $521Mln) on gold production of 198Koz (pre-released). Q1/26 cash costs and AISC came in higher at $1,633/oz (vs. our $1,539/oz) and $1,950/oz (vs. our $1,933/oz), respectively, on severe winter conditions at Greenstone and Valentine, contractor support during Valentine ramp-up, and Mesquite Brownie 4 capital stripping. Equinox Gold reiterated FY26 guidance on consolidated production at 700-800Koz at cash costs of $1,425-$1,525/oz and AISC of $1,775-$1,875/oz. We remain encouraged by management's operating focus and 2026 priorities being the ramp-up at Greenstone and Valentine to full capacity, advancing engineering studies for the Valentine Phase 2 expansion to double throughput to 5.0Mtpa, as well as advance engineering and permitting for the Castle Mountain Phase 2 expansion," analyst Ralph Profiti wrote.(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: $20.47, Change: $+0.89, Percent Change: +4.55%
$EQX.TO