-- Wedbush Securities周一在一份报告中指出，Super Micro Computer (SMCI)在财报发布前面临着另一项公司治理问题的不确定性，即非法向中国出口基于英伟达芯片的服务器，这可能会影响其核心业务。 该券商表示，其供应链调查显示，该公司2026财年的销售计划可能不会受到影响，但也有迹象表明，企业客户更有可能选择其他供应商。 分析师表示，他们预计近期有订单交付的大客户将继续与Super Micro Computer保持合作关系，因为供应链挑战可能会使该公司难以找到替代供应商。然而，报告指出，大客户可能会利用该公司的困境作为未来订单的筹码。 该券商还担忧，即使司法部的诉讼只针对少数违规者，该公司仍可能被迫对其高管团队进行调整。 该公司将于周二公布第三财季业绩。 Wedbush维持对Super Micro Computer的“中性”评级，目标价为42美元。 周一，超微电脑的股价上涨超过4%。
Price: $28.38, Change: $+1.29, Percent Change: +4.74%
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%.
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%
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.