-- モルガン・スタンレーは金曜日に発表したレポートの中で、Twilio（TWLO）の第1四半期決算が予想を上回り、AIを活用したユースケースの勢いが加速し、事業業績も予想を上回ったと述べた。 レポートによると、売上高は16%増と予想を大きく上回り、音声、メッセージング、サードパーティチャネルなど幅広い分野での好調に支えられ、過去4年間で最も力強いオーガニック成長を記録した。 モルガン・スタンレーはまた、非GAAPベースの営業利益率が約20%と予想を上回り、効率化と厳格なコスト管理によって収益性が向上した点も指摘した。 レポートによると、AIの導入加速とAIネイティブ顧客基盤の拡大は長期的な成長を支え、来週開催される顧客向けイベント「Signal」は、AI関連製品の発表に向けた短期的な起爆剤となる可能性がある。 モルガン・スタンレーはTwilio株の目標株価を153ドルから200ドルに引き上げ、「オーバーウェイト」の投資判断を維持した。
Price: $176.99, Change: $+28.93, Percent Change: +19.54%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our 12-month target by $1 to $87, 22.0x our next-12-month EPS estimate, above peers and CMS's three-year historical average of 18.4x. We trim both our 2026 and 2027 EPS views by $0.02 to $3.88 and $4.17, respectively. CMS posted Q1 adjusted EPS growth of 10.8%. CMS announced that two hyperscaler data centers had reached commercial agreement on contract terms and signed 110 MW of new load in Q1 alone (exceeding all of 2025's signings), with expected load coming online starting in 2028, all incremental to the current plan. Each 1 GW of new load provides $2B-$5B in capital investment opportunities while reducing average customer rate growth by ~2%. We think CMS offers competitive near-term EPS (~7.6% 2025-2028 CAGR) and dividend growth trajectories (~5.8%). In our view, Michigan is one of the most supportive regulatory districts in the country, with CMS's most recent electric rate case outcome highlighting regulatory willingness to support prudent investments through multiple recovery mechanisms.
Opay Digital Services has hired Citigroup (C), Deutsche Bank (DB), and JPMorgan (JPM) as the Nigerian payments platform prepares for an initial public offering in the US, Bloomberg reported Friday, citing people familiar with the matter.The SoftBank-backed company is seeking a valuation of $4 billion in its debut and may sell the shares later this year, the people reportedly said.Citigroup declined to comment to. Deutsche and JPMorgan did not immediately respond, while Opay was unreachable.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $127.59, Change: $-0.39, Percent Change: -0.30%
Life Time (LTH) is expected to post robust comparable club growth in Q1, with slightly better-than-expected revenue and EBITDA, as investors focus on concerns around member growth metrics per center and spending trends in a softer macro environment, UBS Securities said Friday.Ahead of the company's Q1 results on Tuesday, the investment firm said it sees upside to its Q1 EBITDA estimate of $215 million and expects comparable club revenue growth of about 7% to 7.5%.UBS said the key investor debate centers on whether the company can sustain growth in revenue per member and overall club economics amid pressure on consumer spending.The brokerage also noted that Life Time could continue repurchasing stock from sponsors, helping reduce overhang, while keeping leverage below its 2x target.UBS has a buy rating on the stock, with a price target of $43.Price: $26.68, Change: $-0.13, Percent Change: -0.50%