-- Wedbush Securities在周五发布的一份报告中指出，受2027年和2028年预期收益的推动，GlobalFoundries (GFS)有望“更快地实现”其目标。 报告显示，该公司设定的财务目标包括：到2030年及以后实现两位数的营收增长；到2028年毛利率达到40%；以及将过去12个月自由现金流的50%用于分红和股票回购。 Wedbush表示：“我们认为这一前景既可信又令人信服。”该券商补充道，这些目标的实现基于市场对高利润率特种技术的需求不断增长，以及GlobalFoundries的核心能力能够满足新的市场需求，这得益于其专注于特种技术和多元化的制造布局。 Wedbush Securities重申了对GlobalFoundries的“中性”评级和72美元的目标价。
Price: $73.38, Change: $+2.45, Percent Change: +3.45%
Healthcare stocks declined Friday afternoon, with the NYSE Healthcare Index falling 1% and the State Street Healthcare Select Sector SPDR ETF (XLV) shedding 0.9%.The iShares Biotechnology ETF (IBB) was 0.4% higher.In corporate news, Zoetis (ZTS) shares fell 6% after Ameriprise downgraded the stock to hold from buy following its Q1 results Thursday. UBS cut its price target to $99 from $130, and Jefferies to $117 from $155.
Oleg Khaykin, Director, President & CEO, on May 07, 2026, sold 259,880 shares in Viavi Solutions (VIAV) for $13,418,882. Following the Form 4 filing with the SEC, Khaykin has control over a total of 1,188,798 common shares of the company, with 1,188,798 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/912093/000091209326000052/xslF345X05/form4.xmlPrice: $50.62, Change: $-0.43, Percent Change: -0.84%
CIBC Capital Markets maintained its outperformer rating on WSP Global (WSP.TO) but decreased its price target to $318 from $328 after the company reported its first quarter financial results on Wednesday.The bank noted that the company delivered a Q1 beat alongside a "record" backlog and increasing confidence in achieving the low end of its 2027 margin target one year earlier."Management reinforced its consistent message that WSP benefits directly from the AI tailwind, with roughly one-third of net revenues in AI-exposed lines (power & energy, data centers, mining, digital), each experiencing elevated growth," said analyst Krista Friesen. At near 11.0 times 2027 consensus EBITDA, WSP continues to trade at a discount to the broader AI power infrastructure value chain, which has materially re-rated, she noted.CIBC has modestly tweaked its estimates having actualized Q1 earnings and to reflect management's Q2 guidance and its updated 2026 outlook. The bank now sees 2026 EBITDA of near $3.14 billion from $3.09 billion expected earlier, and 2027 EBITDA of near $3.50 billion from $3.48 billion. It has also increased its 2026 EBITDA margin expectation to 19.0% from 18.7%, which is the bottom end of the company's margin guidance for 2027.For 2027, CIBC expects EBITDA margin of 19.5%, up from 19.3%.(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: $218.38, Change: $-5.80, Percent Change: -2.59%