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FINWIRES

午間要聞:花旗集團CEO弗雷澤公佈新的ROTCE目標;Datadog財報強勁,業績展望樂觀,股價飆升

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-- 週四上午晚些時候,道瓊工業指數下跌,而標普500指數和納斯達克綜合指數上漲,因為市場預期美國和伊朗即將達成結束戰爭的協議,導致油價跌破100美元。 公司新聞方面,花旗集團(C)執行長簡‧弗雷澤(Jane Fraser)週四在花旗投資者日活動上表示,根據該公司發布的演示文稿,花旗預計其有形普通股回報率將在2027年和2028年達到11%至13%,高於目前的10%至11%,並在2029年達到11%至13%,高於目前的10%至11%,並在2029年達到11%至13%,高於目前的10%至11%,並在2029年達到2031年進一步升至14%。花旗集團股價在午盤前後上漲2.1%。 Datadog (DDOG) 週四公佈了第一季非GAAP每股收益為0.60美元,高於去年同期的0.46美元,也高於FactSet預期的0.51美元。第一季營收為10.1億美元,高於去年同期的7.616億美元,也高於FactSet預期的9.601億美元。該公司預計第二季非GAAP每股收益為0.57美元至0.59美元,營收為10.7億美元至10.8億美元。 FactSet調查的分析師預期分別為0.50美元和9.94億美元。 Datadog預計2026財年全年非GAAP每股收益為2.36美元至2.44美元,營收為43億美元至43.4億美元,高於先前預期的2.08美元至2.16美元及40.6億美元至41.2億美元。 FactSet調查的分析師預計Datadog每股盈餘為2.16美元。 Datadog股價上漲29.6%。 麥當勞(MCD)週四公佈了第一季調整後每股收益為2.83美元,高於去年同期的2.67美元,也高於FactSet預期的2.74美元。第一季營收為65.2億美元,高於去年同期的59.6億美元,也高於FactSet預期的64.7億美元。麥當勞股價下跌0.4%。 碩騰(ZTS)週四公佈了第一季調整後每股收益為1.53美元,高於去年同期的1.41美元,但低於FactSet預期的1.60美元。第一季營收為22.6億美元,高於去年同期的22億美元,但低於FactSet預期的23億美元。該公司表示,預計2026財年全年調整後每股收益為6.85美元至7.00美元,低於先前預期的7.00美元至7.10美元,也低於FactSet預測的7.03美元。該公司也將2026財年全年營收預期從先前的98.3億美元至100.3億美元下調至96.8億美元至99.6億美元。 FactSet調查的分析師預期營收為98.9億美元。 Zoetis股價下跌22%。 Arm(ARM)週三晚間公佈了第四財季調整後每股收益為0.60美元,高於去年同期的0.55美元,也高於FactSet預測的0.58美元。第四財季營收為14.9億美元,高於去年同期的12.4億美元,也高於FactSet預測的14.7億美元。該公司表示,預計第一財季調整後每股收益為0.40美元(上下浮動0.04美元),營收為12.6億美元(上下浮動5000萬美元)。 FactSet調查的分析師預期分別為0.37美元和12.5億美元。 Arm股價下跌8.4%。 惠而浦(WHR)週三晚間公佈,第一財季調整後每股虧損0.56美元,而去年同期調整後每股收益為1.70美元,FactSet的預期為每股收益0.38美元。第一財季營收為32.7億美元,低於去年同期的36.2億美元,也低於FactSet預期的34.4億美元。該公司表示,預計2026財年調整後每股收益為3美元至3.50美元,低於先前預期的7美元,也低於FactSet預期的4.83美元。預計全年營收約150億美元,低於先前153億美元至156億美元的預期,也低於FactSet預測的152.6億美元。該公司表示,伊朗戰爭引發了「美國經濟衰退等級的下滑」。惠而浦股價下跌12.3%。 Shake Shack (SHAK)週四公佈了第一財季調整後獲利為損益平衡,而去年同期每股攤薄收益為0.14美元,低於FactSet預測的0.12美元。第一財季營收為3.667億美元,高於去年同期的3.209億美元,但低於FactSet預測的3.724億美元。 Shake Shack也宣布任命Michelle Hook為財務官,將於5月11日生效。該公司股價下跌28.6%。

Price: $130.33, Change: $+2.72, Percent Change: +2.14%

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