-- Wedbush Securities週一發布的一份報告稱，AMD預計將在其第一季財報中超出預期，並上調近期業績展望。 該公司計劃於週二公佈第一季財報。 這家投資公司表示，由於伺服器CPU需求強勁以及PC供應鏈比預期更為穩健，AMD有望超越其第一季預期。 AMD的伺服器CPU需求成長似乎「強勁”，主要受人工智慧的推動，隨著高利潤率的伺服器CPU業務佔比的提升，其利潤率也可能得到支撐。 報告指出，如果GPU和AI營收成長速度低於預期，伺服器運算需求的持續強勁成長將起到緩衝作用。 Wedbush表示，他們看好AMD的伺服器CPU業績，並對該公司的整體成長更有信心。 該公司維持對AMD股票的「跑贏大盤」評級，並將目標價從290美元上調至400美元。
Price: $347.31, Change: $-13.23, Percent Change: -3.67%
Expand Energy (EXE) is advancing margin-enhancing commercial initiatives and could see increased shareholder returns through stock buybacks, with its shares trading at a "meaningful discount to peers," RBC Capital Markets said in a report emailed Monday.The firm highlighted a new 1.15 million tonnes per annum LNG offtake agreement tied to Delfin FLNG Vessel 1, which pulls forward prior timelines and supports the company's goal of $0.20 per thousand cubic feet equivalent in margin expansion, equivalent to roughly $500 million in free cash flow, according to the report.Expand Energy remains "on track" to meet its 2026 budget of $2.75 billion to $2.95 billion and production guidance of 7.4 billion to 7.6 billion cubic feet equivalent per day, while retaining flexibility to adjust activity levels in response to weak natural gas prices, the report said.The firm cited encouraging early results from Western Haynesville wells and ongoing leadership transition progress, with a CEO expected in H2 of 2026, and said that after about $1.3 billion in Q2 debt repayment, capital returns are likely to increasingly favor buybacks over "variable dividends," according to the report.RBC has an outperform rating on Expand Energy, with a price target of $145.Price: $99.78, Change: $-0.34, Percent Change: -0.34%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our 12-month price target to $109 from $132, 12.5x our 2026 EPS estimate of $8.71. We believe this premium multiple is justified by the long-term pent-up demand opportunity and the company's financial flexibility to navigate near-term energy cost pressures. We model a 30-bp operating margin decline in 2026 due to energy costs, which we expect will negate leverage benefits despite modest revenue growth. Our assumptions yield 2026 EPS of $8.71 (revised from $9.54) and 2027 EPS of $9.85 (revised from $10.89). The primary risk to our thesis is the potential for the current energy shock to extend into 2027, which would further weaken consumer demand and likely require downward revisions to future earnings. For now, we expect continued spending from wealthier consumers and a seesawing but present commercial demand to provide a floor for the business. This balance of near-term risk against long-term recovery potential keeps us on the sidelines, awaiting greater clarity on the macroeconomic environment.
Tyson Foods (TSN) has an average rating of hold and mean price target of $68.54, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $66.19, Change: $+2.51, Percent Change: +3.93%