-- RBCキャピタル・マーケッツは金曜日に電子メールで送付したレポートの中で、アドバンスト・マイクロ・デバイセズ（AMD）は第1四半期決算で予想を上回る見込みだが、ウェハー供給の逼迫とインテル（INTC）に比べてCPU事業への依存度が低いことが、上振れ幅を限定する可能性があると述べた。 AMDは5月5日の市場取引終了後に第1四半期決算を発表する予定だ。 RBCはまた、第2四半期の売上高と1株当たり利益（EPS）のガイダンスも、第1四半期と同様に4～6%上回ると予想している。 RBCは、CPU需要は依然として堅調で、平均販売価格が成長を牽引しているものの、「ウェハー供給の逼迫が制約要因となっており、AMDのリードタイムは4～6週間を超えているようだ」と指摘した。 RBCは、最近の同業他社の株価収益率の上昇を理由に、セクター・パフォームのレーティングを維持し、目標株価を230ドルから325ドルに引き上げた。
Price: $357.50, Change: $+3.01, Percent Change: +0.85%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Our 12-month target of $167, up $1, reflects EV/EBITDA and DCF analyses. We apply an 8.2x multiple of EV to est. 2027 EBITDA - above XOM's historical forward average but below peak levels - yielding $125 per share. Our DCF model, using medium-term free cash flow growth of 5.6% per year, terminal growth of 2.5%, discounted at a WACC of 5.9%, yields $209 per share. We cut our 2026 EPS estimate by $1.43 to $9.21 and 2027's by $0.66 to $8.07. XOM's upstream production fell 8.2% sequentially in Q1, notably in Asia, where liquids production was down 21% and natural gas production was down 31%. Some of that decline is due to damage to Qatar LNG installations that have been damaged and are likely to take three to five years to restore to pre-war condition. Absent those issues as well as Winter Storm Fern, XOM noted that its upstream production would have grown 8% in Q1. We see ongoing strength in downstream margins, but the main catalysts should be volume recovery in Asia and crude oil prices.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our 12-month target to $235 from $220 following CR's Q1 earnings print, valuing shares at 30x our 2027 EPS outlook of $7.85 (in line with previous forecast; 2026 EPS estimate revised to $6.85 from $6.70). We continue to see upside in shares as OEM sales pick up, along with improving aircraft production rates and as CR leverages its solid balance sheet to acquire and integrate attractive M&A targets (leverage ratio ~1.4x). The Aerospace continued to see strong order flows, with core backlog rising 14% Y/Y as a direct result. Commercial aftermarket sales were a point of concern in Q1 given the spike in oil prices, though we believe growth will eventually reaccelerate in this market given still-elevated utilization rates of aging fleets. Growth in Process Flow Tech was muted in Q1, though organic orders were encouraging as growth markets (pharma, cyro, power generation) support overall demand. We reiterate our Buy opinion on CR shares.
Micha Kaufman, Director, Chief Executive Officer, on April 29, 2026, sold 66,400 shares in Fiverr International (FVRR) for $813,084. Following the Form 4 filing with the SEC, Kaufman has control over a total of 2,607,126 ordinary shares of the company, with 2,607,126 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1762301/000117891326002326/xslF345X05/zk2635168.xml