-- 加拿大皇家銀行資本市場（RBC Capital Markets）週二發布的一份報告指出，IQVIA (IQV) 第一季度營收和每股盈餘均超出預期，進一步鞏固了合約研究組織（CRO）復甦的預期。 報告指出：“我們認為目前的情況是正面的”，並指出： 有機成長加速、人工智慧（AI）的利好以及前瞻性需求指標中高個位數的成長。 報告也指出，商業業務成長改善，部分原因是患者解決方案和分析諮詢業務的強勁表現。 報告稱，這反映出大型製藥公司正在將資金投入成功機率最高的後期研發項目。 報告補充道，人工智慧賦能的產品也越來越受歡迎，客戶選擇 IQVIA 來建立人工智慧就緒的資料基礎，並在分析諮詢領域建立記錄。 加拿大皇家銀行維持對 IQVIA 的「跑贏大盤」評級和 221 美元的目標價。
Price: $177.38, Change: $+0.96, Percent Change: +0.54%
Tenaris (TS) reported fiscal Q1 earnings late Wednesday of $1.07 per American depository share, up from $0.94 a year earlier.Analysts polled by FactSet expected $0.89.Net sales for the quarter ended March 31 rose to $3.10 billion from $2.92 billion a year earlier.Analysts surveyed by FactSet expected $2.99 billion.For Q2, the company said it expects sales will be affected by lower shipments in the Middle East.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:AMH delivered Q4 2025 FFO of $0.47 per share, in line with consensus, while revenue of $455M missed estimates despite 4.2% growth driven by higher rental rates. Average occupancy declined 30 bps to 95.0% and blended lease rates of +2.8% decelerated from 3.6% in Q3, signaling weakening pricing power in a challenging rental market. Management significantly lowered 2026 core NOI growth guidance to just 1.0%-3.0%, down from beginning 2025 expectations, citing economic uncertainties. The trust maintains a strong balance sheet with $5.2B total debt, no maturities until 2028, and 8.5-year average maturity. AMH plans $500M-$600M in property acquisitions and $150M-$250M in development for 2026, while executing $115M in share repurchases. We view the disappointing guidance and slowing lease growth as signs of mounting operational headwinds, though the unencumbered balance sheet and disciplined capital allocation provide some stability in the near term.