-- RBCキャピタル・マーケッツは水曜日、廃棄物管理会社ウェイスト・コネクションズ（WCN.TO、WCN）の株式について、アウトパフォームの投資判断と目標株価210米ドルを維持した。これは、同社の第1四半期決算発表を受けてのものだ。 ウェイスト・コネクションズの第1四半期調整後EBITDAは7億6,950万ドル、調整後1株当たり利益はRBCの予想を上回った一方、売上高は23億7,000万ドルでRBCの予想通りだった。 RBCは、M&A、マクロ経済環境の改善、そしてより有利な商品価格によって、同社の2026年までの業績見通しに上振れ余地があると見ている。 「第1四半期の業績は、ここ数四半期に見られた傾向、すなわち、販売量と商品価格の低迷が、実質的な利益率の拡大によって相殺されるという傾向を引き続き反映している」とRBCは述べている。
Price: $229.57, Change: $+15.86, Percent Change: +7.42%
Canada reports gross domestic product for February and the preliminary estimate for March on Thursday, said Scotiabank.February was initially guided by Statistics Canada to have been tracking a 0.2% month-over-month gain last month. Updated estimates are still in the same ballpark, but investors also get important details on sector drivers, noted the bank.More meaningful may be the flash guidance, with no details, for March GDP, for which there is very little information so far, but a small gain is "feasible," stated Scotiabank.The outcome will further inform Q1 GDP growth tracking on a production/income basis using monthly GDP. It's feasible that growth is tracking close to the Bank of Canada's 1.8% January Monetary Policy Report estimate, but that's on an expenditure basis. The massive over 4% inventory drag on Q4 GDP could reverse as an added upside, pointed out the bank.One key is that consumer spending on goods is tracking a strong rebound in Q1 based on retail sales volumes. It's untrue that the economy isn't exhibiting rate sensitivity, a view that is disproportionately driven by a false understanding of what's keeping condo markets weak in Toronto and Vancouver, added Scotiabank.
Alvaro Doyle, Vice President and Chief Information Officer, on April 23, 2026, sold 8,000 shares in Vicor (VICR) for $2,079,226. Following the Form 4 filing with the SEC, Doyle has control over a total of 42 common shares of the company, with 42 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/751978/000182673026000002/xslF345X05/primary_doc.xmlPrice: $265.29, Change: $-8.24, Percent Change: -3.01%
BioMarin Pharmaceutical (BMRN) is emerging as a broader rare-disease platform as its acquisition of Amicus Therapeutics (FOLD) adds two approved medicines and reduces reliance on Voxzogo, Morgan Stanley said Monday in a report.The Amicus deal reshapes BioMarin's outlook by adding Galafold and Pombiliti with Opfolda, products that fit the company's global commercial network, the report said. The therapies are expected to generate more than $1.3 billion in revenue by 2030, Morgan Stanley said.The acquisition is projected to accelerate revenue growth immediately after closing and to be accretive to non-GAAP earnings within 12 months, with "substantial accretion" beginning in 2027, the report said. BioMarin closed its $4.8 billion purchase of Amicus on Monday.Morgan Stanley resumed coverage on BioMarin stock with an overweight rating and a $120 price target.Price: $54.08, Change: $+0.90, Percent Change: +1.68%