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午间要闻：花旗集团CEO弗雷泽公布新的ROTCE目标；Datadog财报强劲，业绩展望乐观，股价飙升

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-- 周四上午晚些时候，道琼斯工业平均指数下跌，而标普500指数和纳斯达克综合指数上涨，原因是市场预期美国和伊朗即将达成结束战争的协议，导致油价跌破100美元。 公司新闻方面，花旗集团(C)首席执行官简·弗雷泽(Jane Fraser)周四在花旗投资者日活动上表示，根据该公司发布的演示文稿，花旗预计其有形普通股回报率将在2027年和2028年达到11%至13%，高于目前的10%至11%，并在2029年至2031年进一步升至14%至15%。花旗集团股价在午盘前后上涨2.1%。 Datadog (DDOG) 周四公布了第一季度非GAAP每股收益为0.60美元，高于去年同期的0.46美元，也高于FactSet预期的0.51美元。第一季度营收为10.1亿美元，高于去年同期的7.616亿美元，也高于FactSet预期的9.601亿美元。该公司预计第二季度非GAAP每股收益为0.57美元至0.59美元，营收为10.7亿美元至10.8亿美元。FactSet调查的分析师预期分别为0.50美元和9.94亿美元。Datadog预计2026财年全年非GAAP每股收益为2.36美元至2.44美元，营收为43亿美元至43.4亿美元，高于此前预期的2.08美元至2.16美元和40.6亿美元至41.2亿美元。 FactSet调查的分析师预计Datadog每股收益为2.16美元。Datadog股价上涨29.6%。 麦当劳（MCD）周四公布了第一季度调整后每股收益为2.83美元，高于去年同期的2.67美元，也高于FactSet预期的2.74美元。第一季度营收为65.2亿美元，高于去年同期的59.6亿美元，也高于FactSet预期的64.7亿美元。麦当劳股价下跌0.4%。 硕腾（ZTS）周四公布了第一季度调整后每股收益为1.53美元，高于去年同期的1.41美元，但低于FactSet预期的1.60美元。第一季度营收为22.6亿美元，高于去年同期的22亿美元，但低于FactSet预期的23亿美元。该公司表示，预计2026财年全年调整后每股收益为6.85美元至7.00美元，低于此前预期的7.00美元至7.10美元，也低于FactSet预测的7.03美元。该公司还将2026财年全年营收预期从此前的98.3亿美元至100.3亿美元下调至96.8亿美元至99.6亿美元。FactSet调查的分析师预期营收为98.9亿美元。Zoetis股价下跌22%。 Arm（ARM）周三晚间公布了第四财季调整后每股收益为0.60美元，高于去年同期的0.55美元，也高于FactSet预测的0.58美元。第四财季营收为14.9亿美元，高于去年同期的12.4亿美元，也高于FactSet预测的14.7亿美元。该公司表示，预计第一财季调整后每股收益为0.40美元（上下浮动0.04美元），营收为12.6亿美元（上下浮动5000万美元）。FactSet调查的分析师预期分别为0.37美元和12.5亿美元。Arm股价下跌8.4%。 惠而浦（WHR）周三晚间公布，第一财季调整后每股亏损0.56美元，而去年同期调整后每股收益为1.70美元，FactSet的预期为每股收益0.38美元。第一财季营收为32.7亿美元，低于去年同期的36.2亿美元，也低于FactSet预期的34.4亿美元。该公司表示，预计2026财年调整后每股收益为3美元至3.50美元，低于此前预期的7美元，也低于FactSet预期的4.83美元。预计全年营收约为150亿美元，低于此前153亿美元至156亿美元的预期，也低于FactSet预测的152.6亿美元。该公司表示，伊朗战争引发了“美国经济衰退级别的下滑”。惠而浦股价下跌12.3%。 Shake Shack (SHAK)周四公布了第一财季调整后盈利为盈亏平衡，而去年同期每股摊薄收益为0.14美元，低于FactSet预测的0.12美元。第一财季营收为3.667亿美元，高于去年同期的3.209亿美元，但低于FactSet预测的3.724亿美元。Shake Shack还宣布任命Michelle Hook为首席财务官，将于5月11日生效。该公司股价下跌28.6%。

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