BofA Securities upgraded Regeneron Pharmaceuticals (NASDAQ: REGN) to Buy from Underperform and raised its price target to $860.00 from $627.00, prompting the stock to rise more than 2% in pre-market trading on Wednesday. The firm said its prior bearish view tied to Eylea SD had largely played out, as consensus expectations had moved lower. BofA became more constructive on the outlook for Eylea HD following multiple label updates and said its estimates now stood meaningfully above consensus. Additional upsid ...

Wolfe Research upgraded Trex (NYSE: TREX) to Outperform from Peer Perform and set a $47 price target. Shares rose more than 1% in pre-market trading on Wednesday. The firm noted that Trex shares had fallen nearly 50% in 2025, underperforming the broader building products group by roughly 27 percentage points. While Wolfe acknowledged investor concerns about future market share gains following James Hardie’s acquisition of AZEK, it said the magnitude of the selloff had created an excessive valuation discount ...

评级与目标价重申 - Raymond James重申对Blue Owl Capital的“强力买入”评级 目标股价为20美元 [1] 估值与财务表现 - 公司估值约为16倍市盈率 显著低于同业公司的20-30倍市盈率 [2] - 公司营业利润率处于57%-58%区间 [2] - 公司指引的收费相关收益复合年增长率超过20% [2] 赎回压力缓解 - 数据显示2025年第四季度OCIC的赎回请求将低于7% 这消除了与非交易BDC产品赎回不确定性相关的一个关键压力 [2] - 公司未修改其第四季度对OCIC的要约收购 若赎回超过7%的门槛则需修改 此举增强了市场信心 [3] - OCIC的赎回窗口已于12月31日关闭 公司可能已清楚了解赎回水平 [3] - OCIC的历史赎回数据通常在1月第三周发布 除非管理层选择提前披露 [3]

评级与目标价调整 - Jefferies将First Solar的评级从“买入”下调至“持有” 并将目标价从269美元下调至260美元 导致该公司股价在盘前交易中下跌超过4% [1] 下调评级核心原因 - 对First Solar的2026年展望持谨慎态度 主要基于有限的订单可见性以及新出现的战略问题 [2] - 市场对《232条款》带来的顺风预期可能令投资者失望 原因包括对德国等地区的潜在豁免可能削弱定价优势 以及开发商为规避关税和FEOC规定而加速推进项目 [2] 公司运营与财务挑战 - 国际制造设施在关税持续存在的情况下仍是一项持续挑战 [3] - 尽管公司预计将保持自由现金流为正 但实现有意义的现金生成的时间线可能过长 无法成为股价近期的催化剂 因此认为股价从当前水平上涨空间有限 [3]

评级与目标价调整 - Piper Sandler将好时公司评级从中性上调至超配 并将目标价从193.00美元上调至213.00美元 [1] - 消息公布后 好时公司股价在周三盘前交易中上涨超过1% [1] 评级上调核心驱动因素 - 可可成本压力缓解 不再预期2026年可可成本具有通胀性 [2] - 可可关税的取消为好时公司提供了更大的灵活性 以将资金重新投资于增长并扩大盈利 [2] - 早期可可成本节省已投入增长计划 使得关税减免的效益能够直接贡献于净利润 [2] 增长投资与财务预期 - 增长投资方向包括更健康的食品、咸味零食、国际扩张、糖果和高端产品 [2] - 这些投资带来的增长预计将支撑更具吸引力的长期增长前景 [3] - 公司维持保守的盈利预测 预计2026年每股收益为7.23美元 2027年每股收益为7.73美元 [3] - 公司模型显示现金生成能力将增强 并将估值倍数从之前的25.0倍上调至2027年每股收益的27.5倍 [3]

评级与目标价调整 - Evercore ISI将W R Berkley的评级从“与大盘持平”下调至“跑输大盘” 并将其目标价从70 00美元下调至69 00美元 [1] - 消息公布后 该公司股价在盘前交易中下跌超过1% [1] 盈利预测与增长前景 - 预计2026-2027年市场普遍共识的每股收益存在约4%的下行空间 [2] - 下行压力主要源于承保利润率受压以及营收增长放缓 [2] - 责任险业务线增长放缓 包括E&S小额责任险和工伤补偿保险 预计在2025年强劲的就业趋势后将有所缓和 [2] - 在部分意外险业务面临压力的情况下 维持费率纪律可能导致业务量牺牲和营收不及预期 [3] 承保与准备金状况 - 损失率上升 因公司在损失评估中嵌入了更大的保守主义 [2] - 截至2025年第三季度 公司对2022年及更早事故年度录得4 85亿美元的不利发展 部分被近年来的有利发展所抵消 [3] - 尽管预计2026年不会出现净不利的往年发展 但持续的保守准备金计提将对当年损失率构成压力 [3] 对财务表现的影响 - 承保利润率压力和持续的保守准备金计提将导致每股收益不及预期和盈利预测下调 [2][3]

Toll Brothers (NYSE:TOL) is a prominent home construction company in the United States, specializing in luxury homes. The company is known for its high-quality construction and has a significant presence in the housing market. Competitors include other major homebuilders like Lennar and D.R. Horton. Recently, Citigroup upgraded TOL's stock rating to "Outperform," signaling a positive outlook.The upgrade from Citigroup comes as home builder stocks, including TOL, experience a strong start to the year. The de ...

RPM International Inc. is set to release its quarterly earnings with an estimated EPS of $1.42 and revenue of $1.93 billion.The company has shown consistent growth in earnings per share and an increase in projected revenue, indicating a positive sales trend.Financial metrics reveal a strong market position with a P/E ratio of 19.82, a current ratio of 2.26, and a recent dividend increase to 54 cents per share.RPM International Inc. (NYSE: RPM) is a global leader in specialty coatings, sealants, and building ...

A $700,000 mortgage loan may sound high. But if you’re in hot housing markets like California, Hawaii, or the Washington, D.C., areas, it can be closer to the norm — especially if you want to buy a larger house. So, the question is: Will monthly payments on a $700,000 mortgage fit your budget? Read more: The up-front cost of a $700,000 mortgage Even before you make your first monthly payment, there are high costs that come with a $700,000 mortgage. The following are one-time expenses that you’ll incur ...

Alaska Airlines is buying more than 100 Boeing jets, a purchase that the carrier's fleet chief said will ensure it has locked in sought-after order slots through the middle of the next decade to expand. The order, Alaska's largest ever, announced Wednesday, includes 105 yet-to-be-certified Boeing 737 Max 10 jets. Alaska is also buying five 787-10 Dreamliners, using its previous purchase options for those long-haul jets as it charts international expansion.Shane Jones, who oversees Alaska Airlines' fleet, re ...