-- 加拿大國家銀行將Aritzia（ATZ.TO）的目標股價從先前的143美元上調至171美元，此前該公司公佈了強勁的第四季度財報，調整後每股收益為1.14美元，超過了加拿大國家銀行此前1.04美元的預期。 分析師Vishal Shreedhar維持對該公司「跑贏大盤」的評級，並指出該公司第一財季和2027財年的業績指引也超出預期。 加拿大國家銀行將Aritzia 2027財年的每股盈餘預期從4.02美元上調至4.51美元，2028財年的每股盈餘預期從4.85美元上調至5.42美元。 “我們認為，鑑於Aritzia優異的長期營運業績以及加速成長（銷售額和利潤率）的潛力，其溢價估值是合理的。”
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%