-- 在Kinaxis (KXS.TO) 今日收盤後公佈第一季業績前，Stifel Canada將該公司股票的目標價下調45美元至200美元。 分析師Suthan Sukumar維持對該公司「買入」評級，他認為，鑑於全球供應鏈持續受到關稅和地緣政治因素的影響，市場需求前景良好。 Sukumar寫道：“人工智慧的應用仍處於早期階段，但我們仍然認為，KXS憑藉其廣泛的專有實時供應鏈數據、領域專業知識以及與工作流程的深度集成，在人工智能商業化方面具有獨特的優勢，並且其客戶群高度忠誠，因此該公司今年的股價有望上漲。” Sukumar承認該股“並不便宜”，但他表示，持續的行業利好因素以及2026財年SaaS業務指南中近90%的訂單已被現有積壓訂單覆蓋，都預示著該公司未來業績有望超出預期並上調。 “儘管由於近期軟體行業估值倍數略有下降，我們的目標價下調至每股 200 美元，但 KXS 仍然是我們關注的重點股。”
Price: $139.55, Change: $-3.09, Percent Change: -2.17%
Aptiv (APTV) stock sell-off post Q1 results was unwarranted and likely driven by the lower-than-expected Q2 guide and rising cost pressures with 2026 more back-half weighted that appears like a steep ramp, UBS said in a Wednesday research report.While Q2 is impacted by "stranded cost" and Ford Motor (F) volume timing, H2 ramp looks more achievable than optics suggest amid positive developments in China and the non-auto segments, analysts wrote.The company expects positive growth from China in Q2, driven by new programs and normalization of production at key customer, the brokerage stated.Commodity headwinds should abate in H2 as recoveries lag, UBS said.The brokerage said it reiterated its buy rating on the stock and price target of $80 per share.Aptiv shares were up 4% in Wednesday trading.Price: $56.47, Change: $+1.64, Percent Change: +2.99%
Price: $15.79, Change: $-4.34, Percent Change: -21.55%
Ocular Therapeutix (OCUL) is moving closer to a potential US Food and Drug Administration filing for axpaxli, its long-acting treatment for wet age-related macular degeneration, as regulators begin formal discussions on a single-trial approval path, RBC Capital Markets said Tuesday in a report.Management said talks with the FDA are now ongoing, raising the possibility of submitting an application based on the company's successful pivotal study, rather than waiting for a second trial that is due to read out in early 2027, RBC said.The company plans to provide additional regulatory and program updates at an investor day on June 17, RBC said.Ocular continues to target a potential 2027 launch for axpaxli under a single-trial filing strategy, and RBC reiterated its view that the drug has a "positive benefit/risk profile."RBC maintained its rating of outperform, speculative risk, on Ocular stock with a $30 price target.Price: $9.84, Change: $+0.13, Percent Change: +1.29%