-- 加拿大皇家银行资本市场（RBC Capital Markets）周二发布的一份报告指出，即使中东冲突持续，Palantir Technologies (PLTR) 的合格合同价值和年度新增合同净值在第一季度仍可能连续第二个季度下滑。 报告称，RBC 预计冲突将在短期内对该公司政府业务构成利好，但其政府业务追踪指标显示，Palantir 的合同价值可能出现下降。 与此同时，这家投资公司指出，由于该行业竞争激烈，市场仍然担忧该公司的商业业务。 Palantir Technologies 将于 5 月 4 日发布第一季度业绩报告。 RBC 维持对 Palantir Technologies 的“弱于大盘”评级和 90 美元的目标价。
Price: $137.06, Change: $-4.12, Percent Change: -2.92%
General Motors (GM) could beat its 2026 outlook if the economy steadies, with further earnings growth likely into 2027 from cost control, electric vehicle profitability, stronger vehicle mix, and share buybacks, UBS said in a note emailed Wednesday.Investor concerns over commodity costs and demand risk misses General Motors' stronger execution, flexibility and spending control, according to the note.General Motors' outlook has some elements of conservatism because the company has not included a possible restocking of high-profit pickups and SUVs in its guidance, UBS said.The firm noted that possible USMCA trade talks are more likely to help the company than hurt it, though not included in its outlook.UBS kept its buy rating on General Motors and lowered its price target to $102 from $105.Price: $76.08, Change: $-2.87, Percent Change: -3.63%
Price: $90.23, Change: $-10.41, Percent Change: -10.34%