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Research
Research Alert: CFRA Keeps Hold Opinion On Shares Of Qiagen
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our target price to USD36 from USD54, and we trim our EPS estimates to USD2.45 from USD2.53 for 2026 and to USD2.64 from USD2.74 for 2027 in light of the guidance cut. The target price implies a 2026 P/E of 14.7x, below its historical average of 20x-22x to reflect headwinds on its key growth contributor QuantiFERON. Qiagen's preliminary Q1 2026 net sales fell 1% CER, missing the company's outlook for at least 1% growth, dragged by QuantiFERON (-5% CER) due to reduced immigration testing demand in the U.S. and Middle East. Given the slow start to the year, Qiagen downgraded 2026 guidance to 1%-2% CER sales growth from at least 5% and adjusted EPS to at least USD2.43 CER from USD2.50. We view the sales miss and lowered outlook as disappointing. We still see QuantiFERON as a main growth contributor over the long term, thus monitoring progress in other patient testing groups remains key. Full Q1 results are scheduled for May 6, 2026.
$QGEN
Research
Research Alert: CFRA Reiterates Hold Opinion On Shares Of The Southern Company
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our 12-month target by $1 to $101, 22.0x our next-12-month EPS view of $4.59, above its five-year forward average of 19.7x. We lift our 2026 EPS view by $0.02 to $4.57 and initiate our 2027 EPS view at $4.92. SO announced that 23 GW of its 75+ GW large-load pipeline are either contracted (11 GW) or in late-stage/finalizing phases (12 GW), with data centers representing most of this activity. We think the sizable pipeline provides strong visibility into sustained 8%+ rate base growth through 2030 and beyond, above its historical 5-6% growth. In our view, the $26.5B DOE loan de-risks the company's capital structure, as these loans provide low-cost (Treasury +37.5 bps), long-duration (30-year) capital that removes refinancing risk for the majority of the 10 GW of new regulated generation currently under construction. We see EPS growth (~7.3% CAGR from 2025 to 2030) approximating that of its peers, but we anticipate that dividend growth, at just a 3.2% CAGR, will trail peers over the same time span.
$SO
Asia
Collins Foods Confirms Partnership Arrangement Condition Met for Taco Bell Transition
Collins Foods (ASX:CKF) said conditions precedent for the transition of 20 Taco Bell restaurants to a new partnership arrangement between an affiliated company of Taco Bell and Restaurant Brands Australia have been satisfied, according to a Friday Australian bourse filing.The company said the transaction remains subject to other customary conditions, including landlord consents, a store-based employment threshold, and Australian Competition and Consumer Commission (ACCC) clearance, with completion expected between June and August, depending on regulatory approval timelines.
$ASX:CKF