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FINWIRES

Research Alert: CFRA Maintains Buy Opinion On Shares Of Xylem Inc.

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-- CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:

Following Q1 results, we trim our 12-month target to $140 from $160, applying a multiple more in line with the broader industrial machinery sub-industry. We value shares at 23.2x our 2027 EPS outlook of $6.02 (in line with previous forecast; 2026 EPS view revised to $5.52 from $5.50). XYL's organic revenues and orders were flat Y/Y, while adjusted EBITDA margins expanded by 20 bps and adjusted EPS increased by 9%. Measurement & Control saw a 15% increase in orders driven by smart metering demand, while Applied Water experienced a surge in orders related to data centers. These gains were offset by declines in the Water Infrastructure and Water Solutions & Services, which was impacted by strategic "walkaway" actions, softness in China, and timing of capital projects. We reiterate our Buy opinion on shares, though we do acknowledge heightened risk associated with a more back-half-weighted earnings guide, with Q3 and Q4 having higher expectations.

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Sector Update: Energy

Energy stocks were higher Monday afternoon, with the NYSE Energy Sector Index increasing 0.7% and the State Street Energy Select Sector SPDR ETF (XLE) up 0.6%.The Philadelphia Oil Service Sector Index was decreasing 0.7%, and the Dow Jones US Utilities Index was shedding 0.7%.In sector news, oil prices rose as as investors weighed military action in the Strait of Hormuz, the chokepoint for about a fifth of global crude oil flows. Military tensions were fanning up in Hormuz on Monday, as several ships were struck amid Iranian threats and the US sent in destroyers and fought off further attacks, The Wall Street Journal reported. The skirmishes followed President Donald Trump's initiative to get ships bottled up in the Persian Gulf out through the crucial waterway, the Journal said.Front-month West Texas Intermediate crude oil was rising 3.5% to $105.53 a barrel, and the global benchmark Brent crude contract was advancing 5.7% to $114.28 a barrel. Henry Hub natural gas futures rose 3.7% to $2.88 per 1 million BTU.In corporate news, Chevron's (CVX) Q1 financial results set up a "meaningful" acceleration in sequential earnings, with momentum building through the rest of this year and into the first half of 2027, UBS analysts said in a note. UBS kept a buy rating on the stock and increased its price target to $220 from $218. Chevron shares were rising 1.5%.

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Insider Trading

Lam Research Insider Sold Shares Worth $4,635,894, According to a Recent SEC Filing

Neil J Fernandes, Senior Vice President, on May 01, 2026, sold 18,170 shares in Lam Research (LRCX) for $4,635,894. Following the Form 4 filing with the SEC, Fernandes has control over a total of 67,144 common shares of the company, with 66,129 shares held directly and 1,015 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/707549/000070754926000024/xslF345X05/wk-form4_1777915449.xmlPrice: $259.38, Change: $+2.74, Percent Change: +1.07%

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Research

Research Alert: CFRA Maintains Sell Opinion On Shares Of Weyerhaeuser Company

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We maintain our 12-month target price at $21, 39.6x our 2027 EPS estimate, a discount to WY's three-year average forward P/E of 59.7x based on the outlook for depressed profitability in 1H 2026. We increase our 2026 adjusted EPS by $0.05 to $0.16 and decrease 2027 by $0.17 to $0.53. We note that lumber pricing momentum is positive, driven by mills shutting down over the past two years, which has created vacant supply while waiting for prices to increase. Management noted that the housing market is stuck in second gear with repair and renovation activity currently lacking a clear catalyst for growth. Export markets remain more challenged that last year due to elevated Japanese inventories and increased export costs due to higher energy prices. We believe WY remains overleveraged with lower profitability impacting cash flow generation this year with stronger lumber price realizations likely to increase supply and reduce potential EPS growth for WY in the long term.

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