-- 加拿大国家银行将Aritzia（ATZ.TO）的目标股价从之前的143美元上调至171美元，此前该公司公布了强劲的第四季度财报，调整后每股收益为1.14美元，超过了加拿大国家银行此前1.04美元的预期。 分析师Vishal Shreedhar维持对该公司“跑赢大盘”的评级，并指出该公司第一财季和2027财年的业绩指引也超出预期。 加拿大国家银行将Aritzia 2027财年的每股收益预期从4.02美元上调至4.51美元，2028财年的每股收益预期从4.85美元上调至5.42美元。 “我们认为，鉴于Aritzia优异的长期运营业绩以及加速增长（销售额和利润率）的潜力，其溢价估值是合理的。”
Price: $148.17, Change: $+6.17, Percent Change: +4.35%
Price: $42.75, Change: $+1.31, Percent Change: +3.16%
BlackSky Technology (BKSY) reported a Q1 revenue miss tied to timing of engineering services while bookings and pipeline are strong and accelerating, Oppenheimer said in a Thursday note.The report pointed to intelligence revenue that is set to double in the next three quarters and ramp into next year, which is recurring with no churn.Subscription momentum was the standout in the quarter, with gross margins in the 70% to 80% range, zero churn and six-figure pilots converting into eight-figure contracts, the note said.The company is targeting about $100 million in space-based intelligence and AI revenue for the year, implying about $35 million in Q4 against $16.5 million this quarter, it added."The company has strong operating leverage and is a major beneficiary from falling launch/manufacturing/AI costs as thespace/AI food chain matures with pricing power," the note said.Oppenheimer raised its price target to $50 from $31 while keeping its outperform rating.Price: $36.97, Change: $+4.73, Percent Change: +14.67%
Akamai Technologies (AKAM) has an average rating of overweight and mean price target of $144.04, according to analysts polled by FactSet.(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: $139.99, Change: $+23.30, Percent Change: +19.96%