-- 加拿大皇家银行资本市场（RBC Capital Markets）周四发布的研究报告指出，DoubleVerify (DV) 维持其 2026 财年业绩预期，原因是该公司对其业务发展势头以及来自社交、联网电视和人工智能领域的增长机遇充满信心。 报告称，DoubleVerify 在第一季度受益于人工智能的推动，人工智能驱动的运营提升了内部效率，人工智能产品的参与度也不断提高。该公司还专注于探索人工智能聊天机器人营销领域的盈利途径。 分析师指出，尽管激活收入环比保持稳定，但社交和联网电视业务在第一季度加速增长，管理层仍然认为这些业务是 2026 财年的主要增长动力。 分析师表示，该公司正在寻求人工智能聊天机器人营销领域的盈利模式，并倾向于广告支持模式。该公司认为其广告客户成交率很高，并且由于提供更广泛的服务，相对于竞争对手而言具有优势，同时多元化仍然是其优先事项。 该券商表示，重申对该股票的“跑赢大盘”评级和每股14美元的目标价。
Price: $10.67, Change: $-0.48, Percent Change: -4.30%
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%