-- RBCキャピタル・マーケッツは水曜日の調査レポートで、ペナンブラ（PEN）はボストン・サイエンティフィック（BSX）にとって戦略的にも財務的にも「非常に」適合する企業であり、今回の買収は同社の収益性の高い成長プロファイルに貢献すると見込んでいると述べた。 アナリストらは、ペナンブラは第1四半期に塞栓術およびアクセス関連製品の好調な業績に牽引され、売上高が予想を上回った一方、血栓除去術関連製品の売上は低迷したと指摘した。 レポートによると、第1四半期の売上高増加は主に、米国における製品の市場浸透率向上による販売量増加によるものであり、価格は安定していた。 RBCキャピタル・マーケッツは、買収完了が下半期に予定されていることを踏まえ、ペナンブラ株のセクター・パフォーム（中立）レーティングと目標株価374ドルを据え置くと発表した。
Price: $324.81, Change: $+0.62, Percent Change: +0.19%
Amir Weiss, Chief Accounting Officer, on May 06, 2026, sold 10,679 shares in Teva Pharmaceutical Industries (TEVA) for $384,444. Following the Form 4 filing with the SEC, Weiss has control over a total of 20,016 ordinary shares of the company, with 20,016 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/818686/000119312526211855/xslF345X05/ownership.xml
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 $2 to $240, based on 30x our 2027 EPS view, just below DASH's three-year average (~32x) given competitive threats from AI and Uber Eats, offset by the company's dominant market position and positive network effects. We raise our 2026 adjusted EPS view by $0.10 to $5.63 and 2027's by $0.06 to $7.99. We are encouraged by DASH's Q2 Marketplace GOV guidance (+36% Y/Y), an encouraging result following relatively soft guidance for Q1, especially given fears of a weakening consumer. International sales continue to scale solidly, with Deliveroo accelerating to 14% Y/Y growth in Q1 vs. 7% growth in Q4 (we expect continued improvement all year). Margin pressure remains (adjusted EBITDA margin -20 bps Y/Y to 2.4%) but should fade as platform integration activities finish up early next year. Adjusted EBITDA guidance (midpoint of $820M) was above expectations ($742M), despite the company expecting another $50M gas relief charge, which should persist amid the Strait of Hormuz closure.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Our 12-month target remains $76, a 15x multiple of projected FY 27 EPS of $5.09 (raised by $0.02). We also lift our FY 26 (Sep.) EPS est. by $0.09 to $4.11. This multiple is slightly above TSN's long-term average of 14x, reflecting favorable secular tailwinds, including a continued shift in consumer preferences toward protein and improved earnings growth potential as the Beef segment recovers, likely in FY 27. Operationally, TSN is executing well, particularly in Chicken, where margins continue to widen, up 290 bps year over year in FQ2. Beef remains pressured by historically tight cattle supplies, with the U.S. herd at its lowest level since 1951, though we expect margins to improve following recent restructuring actions, including rightsizing production to improve capacity utilization. TSN's balance sheet is solid, noting its leverage ratio (net debt/adjusted EBITDA) has now improved to 2.2x vs. 3.9x two years ago. This provides a decent degree of financial flexibility in our view.