-- Booking Holdings (BKNG) 在中東地區受到的影響似乎已在 3 月達到頂峰。加拿大皇家銀行資本市場 (RBC Capital Markets) 表示，3 月的衝擊可能最為嚴重，但短期業績指引仍面臨壓力。 該券商在周三的一份報告中指出，由於取消訂單數量激增和預訂量疲軟，導致 3 月份業績下滑，中東及週邊地區的旅行中斷使得其業績指引下調幅度略高於預期。 RBC 指出，儘管短期業績疲軟，管理層仍專注於產品執行、行銷效率和長期目標。 該公司表示，第一季業績呈現喜憂參半的趨勢。中東以外的強勁表現被該地區的疲軟所抵消，而人工智慧驅動的效率提升和中東以外地區的營銷槓桿作用仍然起到支撐作用。該券商將 Booking Holdings 2026 年的總預訂量和收入預期分別下調了 1.2% 和 2.5%。 RBC 維持對該股的「跑贏大盤」評級，並將目標價從 244 美元下調至 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%