-- 加拿大皇家银行资本市场（RBC Capital Markets）周四在一份电子邮件报告中指出，在克拉托斯防务与安全解决方案公司（Kratos Defense & Security Solutions，股票代码：KTOS）公布的第一季度业绩超出预期后，其营收前景仍然是影响投资者对该股情绪的“最重要”因素。 该券商表示，2026年业绩指引的上调主要反映了对Orbit Technologies的收购。RBC还指出，克拉托斯的无人系统、国防火箭系统、涡轮技术和微波产品业务均实现了增长。 RBC表示，克拉托斯上调2026年业绩预期反映了“其产品组合的强劲表现，以及对国防合同和支出时间安排的信心”。该公司补充说，管理层仍然对公司的高超音速收入增长和Valkyrie导弹的生产扩张充满信心。 RBC维持对克拉托斯的“跑赢大盘”评级，并将目标价从100美元下调至80美元，理由是“投资者对中期国防支出的信心下降”。
Price: $58.29, Change: $-3.23, Percent Change: -5.26%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our 12-month target by $4 to $35, 19x our 2026 EPS estimate (down from 20x), a discount to its 26x five-year average justified by competitive headwinds in the pizza quick service restaurant (QSR) industry. We lower our 2026 EPS estimate to $1.83 from $1.94 and 2027's to $2.35 from $2.37. Following Q1 results that included a disappointing performance in North America comp growth (-6.4%), we are lowering our opinion to Hold from Buy. Our previous thesis rested upon the potential for PZZA to translate improvements in its loyalty program, menu, and sales channels into more sustainable comp growth. However, momentum seen in 1H 2025 has faded. In our view, the company's plan to close 300 North American store locations highlights competitive pressures from pizza QSR peers. As a result, PZZA's margin and free cash flow profile have deteriorated more than we thought. Our new Hold opinion contemplates comp momentum in international markets, which is offsetting North American underperformance.
Price: $128.97, Change: $-9.01, Percent Change: -6.53%