-- Stifel Canada將Badger Infrastructure Solutions (BDGI.TO)的目標股價從82.00加幣上調至94.00加元，並維持對該公司的「買入」評級。此前，該公司公佈的第一季獲利超出預期。 分析師Ian Gillies表示，Badger的營收成長和EBITDA利潤率是兩個正面的數據點，支持了他關於需要提高卡車產量以滿足強勁需求的觀點。他也補充道，鑑於資料中心、能源和基礎設施領域的強勁需求，他關於Badger股票將受益於美國大規模建築資本支出的論點仍然不變。 Gillies認為，Badger的基本面支撐其本益比在22倍至23倍之間。加拿大和美國的建築業同業估值已大幅上漲至25倍至30倍（基於2027年預期本益比），鑑於Badger的業務範圍與之非常相似，它也應該會參與這一趨勢。 管理層的評論也重申了吉利斯的觀點，利潤率將在今年下半年和 2027 年繼續改善，達到 25%-30% 的目標範圍（Stifel 2027 年預期：26.2%）。
Price: $79.93, Change: $+1.57, Percent Change: +2.00%
Fabrinet (FN) reported fiscal Q3 adjusted earnings late Monday of $3.72 per diluted share, up from $2.52 a year earlier.Analysts polled by FactSet expected $3.56.Revenue for the three months ended March 27 was $1.21 billion, up from $871.8 million a year earlier.Analysts surveyed by FactSet expected $1.19 billion.For fiscal Q4, the company expects adjusted EPS of $3.72 to $3.87 on revenue of $1.25 billion to $1.29 billion. Analysts expect EPS of $3.78 on revenue of $1.26 billion.
Robert Edward Moritz Jr., Director, on April 30, 2026, executed a purchase for 1,152 shares in S&P Global (SPGI) for $500,001. Following the Form 4 filing with the SEC, Moritz has control over a total of 1,152 common shares of the company, with 1,152 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/64040/000203383426000014/xslF345X05/wk-form4_1777925959.xml
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Amazon launched Amazon Supply Chain Services on May 4, opening its logistics network to all businesses with comprehensive freight, distribution, fulfillment, and parcel shipping capabilities. Major clients including Procter & Gamble and 3M have signed up, marking Amazon's entry into direct competition with UPS and FedEx as a full-service logistics provider. We believe this threatens the B2B segment where both carriers concentrated growth strategies as refuge from Amazon's residential market share gains. UPS faces compounding volume pressures from deliberately scaling back its Amazon partnership 50% by mid-2026. With costs spread across shrinking volume, UPS needs B2B growth that Amazon now threatens. UPS has historically traded at a 14.9% premium to FDX on average over the past three years, but this relationship inverted in November 2025 to a current 23.5% discount as of May 1, 2026. FDX's premium reflects investor confidence in its B2B positioning, but Amazon's entry challenges this competitive advantage.