In February, the U.S. Food and Drug Administration (FDA) accepted Gilead Sciences, Inc.’s GILD New Drug Application (NDA) submissions for lenacapavir — the company’s twice-yearly injectable HIV-1 capsid inhibitor — for the prevention of HIV as pre-exposure prophylaxis (PrEP).What Happened: The FDA will review the applications under priority review and has assigned a Prescription Drug User Fee Act (PDUFA) target action date of June 19, 2025.In June 2024, Gilead Sciences shared topline results from an interim ...

Rosenblatt analyst Catharine Trebnick maintained Sprinklr CXM with a Buy and a $12 price target on Thursday.Sprinklr’s results demonstrated progress and its ongoing transformation, Trebnick said. The company reported: Total revenue of $205.5 million (+5% Y/Y), beating the Street estimate of $201.8 million and coming in above guidance of $201.5 million-$202.5 million.A 4% Y/Y increase in Subscription revenue to $184.1 million, surpassing consensus estimates by $1 million and generating 90% of total revenue, ...

Apple Inc‘s AAPL latest legal setback is a headwind, but one analyst says the impact on the iPhone maker’s stock price is materially lower than investors feared. What Happened: JPMorgan analyst Samik Chatterjee has an Overweight rating on Apple, according to a Thursday research note.The note comes one day after the U.S. Court of Appeals for the Ninth Circuit denied Apple’s emergency application to halt changes to its App Store that resulted from a legal spat with Epic Games.Judge Gonzalez enforced Apple to ...

RegenXBio Inc. RGNX revealed new interim data on Thursday from the Phase 1/2 AFFINITY DUCHENNE trial.Updates include positive functional, safety, and biomarker data for RGX-202, REGENXBIO’s investigational gene therapy for Duchenne muscular dystrophy.The data update looked at five patients who were six to 12 years old when they received the gene therapy RGX-202.The functional data demonstrate consistent benefit among dose level 2 participants at 9 and 12 months following treatment with RGX-202.Also Read: Re ...

Steel tariffs are back with a bang, and investors are already positioning for the winners. As the U.S. slaps a prohibitive 50% tariff on imported steel and aluminum, Cleveland-Cliffs Inc CLF, Nucor Corp NUE and Steel Dynamics Inc STLD are emerging as the early champions of this protectionist pivot. According to Tracy Shuchart, senior economist at NinjaTrader, the tariff surge is a short-term policy maneuver, but it brings long-term opportunities for domestic producers. "At 50%, these tariffs are reaching wh ...

lululemon athletica inc. LULU will release its first-quarter earnings results after the closing bell on Thursday, June 5. Analysts expect the Vancouver, Canada-based company to report quarterly earnings at $2.59 per share, up from $2.54 per share in the year-ago period. lululemon projects to report quarterly revenue at $2.37 billion, compared to $2.21 billion a year earlier, according to data from Benzinga Pro. On March 27, Lululemon reported fourth-quarter revenue of $3.61 billion, beating the consensus es ...

Two Key Structural Elements to Watch CrowdStrike (CRWD) is currently in its 8th Phase of the 18-Phase Adhishthana Cycle on the weekly charts. While the stock appears bullish on the surface, a closer look at its structure suggests some of these recent gains could be deceptive. Here is why investors should stay cautious. CrowdStrike's Alignment So Far On the weekly charts, Crowdstrike has maintained an 85.71% alignment with the Adhishthana Principles, our proprietary framework that forecasts stock behavior th ...

音乐版权与流媒体影响 - Taylor Swift重新获得旧专辑所有权后 旧歌流媒体播放量激增 其中Big Machine时期专辑单日播放量增长110%至430% [1][3] - 宣布版权回归当日 Swift全部作品单日播放量达3064万次 较日均水平增长551% [3] - 具体专辑表现差异显著 《Speak Now》全球播放量增幅最高达430% 《Taylor Swift》和《Reputation》分别增长220%和160% [4] Spotify平台受益 - Swift粉丝集中回流Spotify平台 推动公司股价单日上涨447%至70108美元 创52周新高 [7] - 2025年迄今Spotify股价累计上涨567% 近一年涨幅超114% [7] - Swift持续保持流媒体统治力 2024年包揽全球及美国最受欢迎艺人 其专辑《The Tortured Poets Department》《1989 (Taylor's Version)》分别位列全球年度流媒体榜第一和第六 [6] 唱片公司联动效应 - Universal Music Group旗下Republic Records因发行Swift新专辑 可能同步受益于近期整体播放量上升 [5] - Swift通过重录专辑策略削弱旧版版权价值 同时获得新版歌曲的版税和所有权 [2]

财务表现 - 公司第一季度营收15 4亿美元 同比增长2% 超出分析师预期的14 9亿美元 [1] - 调整后每股收益1 18美元 高于预期的1 07美元 [1] - 同店销售额实现季度内逐月增长 并延续至5月份 [2] - 三大主力品牌Kay Zales和Jared同店销售额环比改善 利润率提升 [2] 业绩指引 - 上调2026财年营收指引至65 7-68亿美元 原为65 3-68亿美元 市场预期为66 9亿美元 [3] - 调整后每股收益预期提高至7 7-9 38美元 原为7 31-9 1美元 市场预期8 45美元 [3] - 调整后EBITDA预期调升至6 15-6 95亿美元 原为6 05-6 95亿美元 [3] - 第二季度营收预期14 7-15 1亿美元 高于市场预期的13 4亿美元 [4] - 第二季度EBITDA预期5300-7300万美元 [4] 市场反应 - 股价周三下跌1 1% 收于74 4美元 [4] - 多家机构上调目标价 Telsey从62调至80美元 B of A从65调至78美元 Wells Fargo从70调至75美元 [6] - UBS维持买入评级 目标价从84调至95美元 Citigroup维持买入 目标价从85调至100美元 [6]

HealthEquity, Inc. HQY posted better-than-expected first-quarter results after Tuesday’s closing bell.HealthEquity reported quarterly earnings of 97 cents per share, which beat the consensus estimate of 88 cents. Quarterly revenue came in at $330.8 million, beating the Street estimate of $321.17 million."The HealthEquity team started fiscal 2026 with a strong first quarter that included record quarterly revenue, record Adjusted EBITDA and increased guidance for the year," said Scott Cutler, CEO of HealthEqu ...