-- RBC Capital Markets分析师周三在一份报告中指出，CVS Health (CVS) 越来越有可能在2028年实现其3%的Medicare Advantage（联邦医疗保险优势计划）目标利润率。 分析师表示，该公司第一季度调整后收益“轻松”超出预期，这主要得益于“强劲”的营收增长以及医疗保健福利业务盈利能力的显著提升。 报告指出，医疗成本低于预期，尽管该公司维持了全年医疗福利比率的预期，但其业绩表现越来越有可能优于预期。 该券商将CVS Health 2026年的调整后每股收益预期从7.10美元上调至7.41美元。FactSet调查的分析师预期为7.29美元。 RBC重申了对该股的“跑赢大盘”评级，并将目标价从93美元上调至107美元。
Price: $87.01, Change: $+0.14, Percent Change: +0.17%
(Updates prices.)Gold rose for a third-straight session midafternoon Thursday on optimism a deal to end the war on Iran may be near, cutting into oil prices and pushing the dollar lower amid easing fears the supply shock around the war would boost inflation and force higher interest rates.Gold for June delivery was last seen up US$20.60 to US$4,714.00 per ounce, after rising by US$125,80 on Wednesday.The rise comes amid optimism the United States and Iran are closer to a peace deal. The Wall Street Journal reported the two countries are working with mediators to come up with a framework to resume negotiations, with talks in Pakistan beginning as soon as next week on a 14-point memorandum of understanding offered by the Trump Administration.Traders have been cautious about turning to gold as a safe haven during the economic turmoil that followed Iran's blockade of the Strait of Hormuz, blocking exports from Persian Gulf nations that supplied 20% of global oil demand. The high oil prices that followed the Feb. 28 start to the war has boosted inflation, heightening worries central banks will raise rates to slow demand, concerns eased by the prospect of talks that could bring an end to hostilities."Gold's reaction to ceasefire optimism yesterday reinforces our view that the underpinnings for gold remain intact and increases our conviction in our long-held call for gold to trade mostly in the $4500-5000/oz range this year," Christopher Louney, a gold and natural gas strategist at RBC Capital Markets, wrote.The dollar edged higher, with the ICE dollar index up 0.0 points to 98.11. Treasury yields rose, with the yield on the U.S. two-year note last seen up 4.9 basis points to 3.919%, while the 10-year note was paying 4.393%, up 4.2 points.
EXp World (EXPI) said Thursday it has acquired NextHome, a national real estate franchise.NextHome brings a scalable franchise model into the ecosystem with more than 500 franchisees across the US, the company added.In conjunction with this acquisition, the company said it will begin trading under the new symbol "AGNT" on Nasdaq, effective at the market open on Friday.Shares rose more than 4% in Thursday trading.Price: $6.78, Change: $+0.26, Percent Change: +3.91%
Utz Brands' (UTZ) quarter-to-date trends appear soft but underlying growth remains solid, driven by distribution gains, innovation, and California expansion momentum, RBC Capital Markets said in a note Thursday.Management is optimistic that the company's new products will support topline growth and that the company is well-covered for most of the year on fuel, agricultural commodities, and freight, easing inflationary concerns, according to the note.Full-year guidance for the salty snacks category still assumes an approximately flat growth, which analysts said is appropriate given the noisy Q1 and consumer environment.Following the roughly in-line Q1 results and reaffirmed guidance, the brokerage said it is adjusting its 2026 estimates to reflect organic sales growth of 2.5%, EBITDA growth of 6%, and an EPS decline of 4.1%.RBC Capital Markets maintained its outperform rating on the stock, with a price target of $15.Shares of Utz Brands were down 5% in Thursday trading.Price: $7.88, Change: $-0.42, Percent Change: -5.06%