-- Booking Holdings (BKNG) 在中东地区受到的影响似乎已在 3 月份达到顶峰。加拿大皇家银行资本市场 (RBC Capital Markets) 表示，3 月份的冲击可能最为严重，但短期业绩指引仍面临压力。 该券商在周三的一份报告中指出，由于取消订单数量激增和预订量疲软，导致 3 月份业绩下滑，中东及周边地区的旅行中断导致其业绩指引下调幅度略高于预期。 RBC 指出，尽管短期业绩疲软，但管理层仍专注于产品执行、营销效率和长期目标。 该公司表示，第一季度业绩呈现喜忧参半的趋势。中东以外地区的强劲表现被该地区的疲软所抵消，而人工智能驱动的效率提升和中东以外地区的营销杠杆作用仍然起到支撑作用。该券商将 Booking Holdings 2026 年的总预订量和收入预期分别下调了 1.2% 和 2.5%。 RBC 维持对该股的“跑赢大盘”评级，并将目标价从 244 美元下调至 220 美元。
Price: $172.29, Change: $-1.03, Percent Change: -0.59%
Biofuels feedstock futures closed higher on Wednesday, with soybean oil reaching contract highs, while soybean prices followed.The Chicago Board of Trade July soybean futures contract closed 0.65% higher on Wednesday at $11.97 per bushel, while the CBOT July soybean oil futures contract settled 2.21% higher at 74.12 cents per pound.On Tuesday, the June ethanol futures contract on the Nymex ended 0.87% lower at $1.99 per gallon.US President Donald Trump reportedly plans to keep the US blockade in place, and as a result, crude futures jumped on Wednesday for the seventh time in the past eight sessions.Rhett Montgomery, DTN analyst, said that fresh fundamental news was slim on Wednesday."Soybeans are likely getting a boost from another contract high in soybean oil futures. Crush premiums continue to expand and are closing in on all-time highs set in October of 2022," Montgomery said.The analyst said market participants are closely watching Trump's upcoming visit to China in May. "With President Trump still on track to visit China in mid-May, it would appear the market's anxiety over the prolonged conflict with Iran has subsided at least temporarily," Montgomery said in a daily note.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our 12-month price target by $6 to $104, 14x our 2026 EPS estimate (from 16x), a discount to its 19x five-year average forward multiple, reflecting integration risks stemming from the acquisition of Kenvue Inc. (KVUE 17 ***). We lower our 2026 EPS estimate to $7.45 from $7.56 and keep 2027's at $6.31. Following Q1 results, we maintain our Hold rating, reflecting a balanced assessment of operational momentum, with adjusted EPS of $1.97 beating the $1.95 consensus estimate, against a conservative full-year outlook. Management maintained organic sales growth guidance despite the Q1 beat, disappointing investors that expected an upward revision. Operating margin contracted 60 bps as higher operational and raw material costs offset productivity gains. Additionally, the KVUE acquisition introduces integration risks, having received shareholder approval but still pending regulatory approval. At current levels, we see balanced risk/reward and would become more constructive if management raised guidance.
Paul Christopher Baker, Chief Operating Officer, on April 28, 2026, sold 116,860 shares in Kopin (KOPN) for $461,597. Following the Form 4 filing with the SEC, Baker has control over a total of 480,005 common shares of the company, with 480,005 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/771266/000149315226019551/xslF345X05/ownership.xmlPrice: $3.98, Change: $-0.02, Percent Change: -0.62%