-- Lamb Weston (LW) 股东 Starboard Value 周四致信董事会，表示该公司应召开投资者日活动，并将盈利调整至正常水平。 Starboard 指出，投资者日活动将使公司能够突出其核心优势，重申其竞争优势，并聚焦关键优先事项。Starboard 还表示，公司必须提出明确的计划，以恢复盈利并实现长期增长。 Starboard 表示，第一步是将盈利调整至正常水平，并补充说，该公司相信，通过盈利性收入增长和成本削减相结合的方式，公司可以在 2029 财年实现 25% 的调整后息税折旧摊销前利润率。 然而，Starboard 补充道，恢复盈利还不够；公司还必须证明其能够实现长期持续增长。“管理层需要重新赢得失去的信任，并让股东相信，团队了解如何维持高质量的业务并创造价值，”该公司表示。 Lamb Weston公司尚未回复的置评请求。
Price: $43.52, Change: $+0.48, Percent Change: +1.13%
Price: $152.44, Change: $+4.53, Percent Change: +3.06%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our target by $1 to $30, using a forward P/FFO of 15.2x compared to five-year historic average near 20.0x given the overhang on potential federal legislation that may curtail the single-family residential market. We raise our FFO estimate for 2026 by $0.03 to $1.93 and increase 2027 estimate by $0.05 to $2.00 on projected revenue of $2.84B and $2.85B, respectively. We like that the shares offer a 4.3% dividend yield. We think INVH has ample liquidity to meet its debt obligations, working capital, construction expenditures, and development pipeline. Washington Analysis (WA), a CFRA business, puts the odd of single-family-homes-for-rent (SFHR) at 20% odds or lower, given the White House has not been actively involved in engagement. Furthermore, WA puts the odds at 45% the build-to-rent disposal language is materially softened or eliminated in a revised bill that passes both chambers in Congress. WA sees 35% odds the bills falls apart for the year. Thus, 20% the bill moves along with bipartisan support.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our price target by $240 to $2,094, 41.5x our FY 27 (Jun.) EPS view, near peers but above KLAC's three-year average (~25x) on significant AI momentum and improved visibility. We raise our FY 26 EPS view by $0.85 to $36.96, lift FY 27's by $4.10 to $50.45, and lift FY 28's by $3.20 to $60.95. Improving customer support and visibility surprisingly allowed KLAC to comment on CY 27 growth, and its view was impressive and well above consensus for both CY 26 and CY 27 (we see +22% vs a going-in Street view of +15%). Importantly, the company also feels "very good" about its ability to procure memory supply to support builds through CY 27, by when we think new supply will help ease constraints. High memory prices also reflect AI-related demand that is driving memory makers to purchase more process control equipment, and we estimate memory customers will contribute a majority of Semi Process Control segment sales in FY 27 (vs. ~30% in FY 26), bringing supportive revenue diversification at the leading edge.