FINWIRES · TerminalLIVE
FINWIRES

午盤漲幅最大的股票

By

-- Wedbush Securities週五在一份報告中指出,Innodata (INOD)公佈了強勁的第一季度業績,遠超預期,並上調了2026年銷售增長預期,預計同比增長約40%,原因是其人工智能產品需求旺盛。 受此消息提振,Innodata股價飆漲84%,盤中成交量從日均約101萬股飆升至超過1,640萬股。 Akamai Technologies (AKAM)公佈的第一季非GAAP淨利超出市場預期,銷售額也實現成長。執行長Tom Leighton表示,一家美國實體承諾在未來七年內為該公司的雲端基礎設施服務投資18億美元。 受此消息提振,Akamai股價上漲25%,盤中交易量超過1420萬股,而日均交易量約為512萬股。 摩根士丹利在周五的一份報告中指出,Monster Beverage (MNST)在公佈了「非常強勁」的第一季和4月份業績後,展現出「超乎尋常」的長期成長潛力。 Monster Beverage 的股價上漲了 16%,盤中交易量從日均約 555 萬股增至超過 581 萬股。

Price: $84.43, Change: $+38.79, Percent Change: +84.99%

Related Articles

Research

Research Alert: CFRA Maintains Buy Rating On Shares Of Cognex Corporation.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We increase our target price to $76 from $66, on a forward P/E of 46x our 2027 EPS projection of $1.65. We raise our 2026 EPS view to $1.39 from $1.16 and adjust our 2027 forecast to $1.65 from $1.47. Q1 2025 revenue rose 24% Y/Y to $268M, ahead of expectations, driven by broad-based strength across end markets and geographies. On the profitability front, adjusted gross margin expanded 420 bps to 71.8% and adjusted EBITDA margin of 26.9% exceeded guidance by over 600 bps, reflecting cost discipline and execution. Management remains focused on efficiency initiatives, making further progress toward achieving its $35M to $40M annualized net cost savings target by the end of the year, and we see a path to sustained double-digit EPS growth in the near term. Innovations (In-Sight 6900 and In-Sight 3900) announced during the quarter, positioning CGNX as a leading provider of AI-powered machine vision technologies.

$CGNX
US Markets

HubSpot's Concurrent Change to Pricing, Go-To-Market Focus Poses 'Significant' Execution Risk, BofA Says in Downgrade

HubSpot (HUBS) could face a "significant" execution risk from its simultaneous change to pricing, packaging and go-to-market focus, BofA Securities said Friday.Late Thursday, the customer relationship management platform provider raised its full-year outlook after delivering a first-quarter beat."We believe (artificial intelligence) value should be measured on outcomes, so we recently updated our pricing for agents to match," HubSpot Chief Executive Yamini Rangan said on an earnings conference call Thursday, according to a FactSet transcript. "Customer agent has moved to consuming credits based on resolved tickets, and prospecting agent has moved to qualified leads recommended for outreach."The company now offers a free 28-day trial for both agents, so customers can "see the value" before committing, Rangan told analysts."The biggest surprise from yesterday's print is that HubSpot is reorienting its go-to-market model to be agent-first, with reps now expected to position AI agents as the tip of the spear during sales conversations rather than traditional products," BofA analyst Matt Bullock said in a note to clients Friday.Last month, the company introduced a new outcomes-based pricing model for AI agents."While we view these moves as strategically sound for the long term, a concurrent change to both pricing/packaging and go-to-market focus introduces significant execution risk," Bullock said Friday. "We expect this to constrain investor sentiment until clear traction can be proven, which we believe could take multiple quarters."BofA downgraded its rating on the HubSpot stock to underperform from buy and slashed its price objective to $180 from $300. "We believe a lower multiple is justified given a meaningfully cloudier path to durable growth reacceleration," the analyst wrote.The company's shares were down nearly 20% in Friday late-afternoon trade, bringing its year-to-date losses to 51%.The changes announced by HubSpot have reduced BofA's confidence in a "meaningful" growth reacceleration in the second half of the year, the brokerage said in the note."The shift toward an agent-first sales motion could lengthen sales cycles and temper the historically consistent momentum of the core business," Bullock wrote. "At the same time, we note that end-market readiness for broad-based agent adoption remains unproven, creating additional uncertainty around near-term sales productivity."Price: $195.56, Change: $-48.16, Percent Change: -19.76%

$HUBS
Australia

Update: Market Chatter: Apple, Meta Oppose Canadian Bill on Weakening Encryption

(Updates with Meta's statement in the fourth and fifth paragraphs.)Apple (AAPL) and Meta Platforms (META) have opposed a Canadian bill that could require them to break the encryption of their devices and services, Reuters reported Thursday, citing company statements.Canada's ruling Liberal Party proposed Bill C-22, which law-enforcement officials say would help them probe security threats earlier and take immediate action, according to the report.End-to-end encryption means that only the users can access their data without the decryption key, and it is widely used in services like WhatsApp and iMessage, Reuters said."The technical community's consensus on this is clear: it is not possible to build backdoors to encrypted systems for law enforcement without creating vulnerabilities that will be exploited by malicious actors," Meta said Thursday in a statement.Meta wants the bill revised to drop third-party surveillance mandates, protect encryption by tightening the "systemic vulnerability" definition, and create a formal mechanism to contest problematic requests, according to the statement.Apple did not respond immediately to a request for comment from.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $293.43, Change: $+6.00, Percent Change: +2.09%

$AAPL$META