FINWIRES · TerminalLIVE
FINWIRES

Stifel Canada维持对Cameco的“买入”评级，目标价维持在180加元。

By

-- Stifel Canada周三维持对Cameco（CCO.TO，CCJ）股票的“买入”评级和180.00加元的目标价，此前该公司公布了第一季度业绩。 Cameco公布2026财年第一季度调整后每股收益为0.47美元，高于我们此前预期的0.27美元（市场普遍预期为0.34美元）；调整后EBITDA为5.09亿美元，高于我们此前预测的4.05亿美元（市场普遍预期为4.4亿美元）。铀销量为780万磅，低于我们此前预期的790万磅；调整后归属于西屋电气的EBITDA为1.22亿美元，低于我们此前预测的1.67亿美元。这一结果反映了其核心业务工作完成时间的正常波动，与2026财年3.7亿美元至4.3亿美元的业绩指引（中值23%）相比略有下降。总体而言，我们对业绩超出预期持乐观态度，2026财年第一季度的经营业绩与2026财年预期相符，业绩指引维持不变。新的为期三年的麦克阿瑟河/基湖集体谈判协议（CBA）消除了影响我们预测的重大劳工纠纷风险。2026财年第一季度平均单位成本分析师拉尔夫·普罗菲蒂写道：“销售额为每磅 58.13 美元（环比下降 18.5%），低于我们此前预估的每磅 66.20 美元，这反映了为满足交付需求而使用的 75 万磅产品贷款额度（影响为每磅 0.13 美元）。” （报道北美、亚洲和欧洲主要银行及研究机构的股票、商品和经济研究。研究机构可通过以下链接联系我们：https://www..com/contact-us）

Price: $164.73, Change: $+8.49, Percent Change: +5.43%

Related Articles

Australia

Aptiv Stock Sell-off Post Q1 Results was Unwarranted, UBS Says

Aptiv (APTV) stock sell-off post Q1 results was unwarranted and likely driven by the lower-than-expected Q2 guide and rising cost pressures with 2026 more back-half weighted that appears like a steep ramp, UBS said in a Wednesday research report.While Q2 is impacted by "stranded cost" and Ford Motor (F) volume timing, H2 ramp looks more achievable than optics suggest amid positive developments in China and the non-auto segments, analysts wrote.The company expects positive growth from China in Q2, driven by new programs and normalization of production at key customer, the brokerage stated.Commodity headwinds should abate in H2 as recoveries lag, UBS said.The brokerage said it reiterated its buy rating on the stock and price target of $80 per share.Aptiv shares were up 4% in Wednesday trading.Price: $56.47, Change: $+1.64, Percent Change: +2.99%

$APTV$F
Research

Wells Fargo Downgrades Criteo to Equalweigt From Overweight, $18 Price Target

Price: $15.79, Change: $-4.34, Percent Change: -21.55%

$CRTO
Australia

Ocular Therapeutix Advances FDA Talks on Single-Trial Filing for Eye Drug, RBC Says

Ocular Therapeutix (OCUL) is moving closer to a potential US Food and Drug Administration filing for axpaxli, its long-acting treatment for wet age-related macular degeneration, as regulators begin formal discussions on a single-trial approval path, RBC Capital Markets said Tuesday in a report.Management said talks with the FDA are now ongoing, raising the possibility of submitting an application based on the company's successful pivotal study, rather than waiting for a second trial that is due to read out in early 2027, RBC said.The company plans to provide additional regulatory and program updates at an investor day on June 17, RBC said.Ocular continues to target a potential 2027 launch for axpaxli under a single-trial filing strategy, and RBC reiterated its view that the drug has a "positive benefit/risk profile."RBC maintained its rating of outperform, speculative risk, on Ocular stock with a $30 price target.Price: $9.84, Change: $+0.13, Percent Change: +1.29%

$OCUL
Stifel Canada维持对Cameco的“买入”评级，目标价维持在180加元。 | FINWIRES