-- Syntec Optics (OPTX) 週一表示，其 3 月的空間光學產品月產量較去年同期增加了四倍。 該公司表示，為滿足衛星光學產品的需求，該公司利用其效率框架擴大了營運規模，同時繼續推進其國防技術項目。 Syntec 也表示，作為其不斷擴展的空間產品組合的一部分，該公司已開始交付天線穩定裝置。 截至第一季末，該公司已交付了 2025 年空間產品總銷量的近 50%，產能幾乎翻了一番。
Price: $8.48, Change: $-0.15, Percent Change: -1.68%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Our $179 12-month target is based on an EV/EBITDA of 19.0x applied to our 2027 EBITDA estimate, above ATI's trailing-12-month average forward EV/EBITDA of 17.4x but below peers' average forward EV/EBITDA of 27.2x. We raise our 2026 EPS by $0.03 to $4.46 and 2027's by $0.11 to $5.51. We lower our rating to Buy from Strong Buy based on elevated earnings multiples, not deteriorating fundamentals. ATI is executing well on its strategy to prioritize high-value aerospace, defense, and specialty energy markets. ATI raised full-year 2026 guidance with adjusted EBITDA now expected at $1.01B-$1.06B (up $35M at midpoint), representing 20% Y/Y growth. Record backlog of $4.1B and extending lead times (1+ years for nickel alloys, nearly 2 years for premium titanium) provide strong visibility. Management expects consolidated EBITDA margins above 20% with 40% incremental margins driven by favorable mix and long-term contract pricing. ATI's differentiated position in capacity-constrained markets supports our positive view.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Our 12-month target price of $96, raised $7, reflects a combination of relative valuation and DCF model analyses. On a relative basis, we apply a 10.5x multiple of enterprise value to projected '27 EBITDA, in line with OKE's historical forward average, which yields an $89 value. Meanwhile, our DCF model, using medium-term free cash flow growth of 3.5% and terminal growth of 2.0%, discounted at a WACC of 5.4%, yields a value of $103 per share. We lift our '26 EPS estimate by $0.09 to $5.78, but cut '27's by $0.06 to $6.08. OKE noted that its U.S. Gulf Coast Permian NGL volumes rose 31% in Q1, which we think is at least partly due to the disruption in the Middle East and overseas buyers looking for alternative sourcing. We estimate that the combination of growth capex and dividend outlays will chew up about 83% of operating cash flow in 2026, implying a modest degree of safety, but only slightly better than peers. Shares yield 4.6%.
Philip D Davies, Director, Vice President, Global Sales & Marketing, on May 01, 2026, sold 3,073 shares in Vicor (VICR) for $826,851. Following the Form 4 filing with the SEC, Davies has control over a total of 1,920 common shares of the company, with 1,920 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/751978/000151286826000004/xslF345X05/primary_doc.xmlPrice: $250.17, Change: $-18.34, Percent Change: -6.83%