-- 奥本海默周四在一份报告中表示，JFrog (FROG) 预计将迎来又一个“稳健”的季度，这得益于 Artifactory 的稳定消费、Curation 功能日益普及以及伊朗冲突对运营造成的干扰微乎其微。 该券商表示，预计 JFrog 第一季度营收将比市场普遍预期的 1.475 亿美元高出 2% 至 4%。同时，由于以色列法规规定债权人需在 30 天内提出异议，该公司 3 亿美元的股票回购计划将受到限制。 分析师表示，近期与人工智能相关的担忧对该股的影响“过于悲观”，并补充说，他们仍然认为人工智能将是 2026 年 Artifactory 消费增长的强劲驱动力，从而推动企业核心业务的扩张。 报告指出，JFrog 的运营并未受到伊朗冲突的实质性影响，并且已制定应急预案，例如搬迁管理和将研发活动转移到其他地区。 该公司计划于5月7日公布第一季度财务业绩。 奥本海默公司维持对该股的“跑赢大盘”评级，并将目标价从75美元下调至63美元。 JFrog股价周四下跌6.5%。
Price: $43.78, Change: $-3.03, Percent Change: -6.47%
Fadu (KOSDAQ:440110) posted first-quarter net income of 10.2 billion won, rebounding from a net loss of 12.1 billion won a year earlier, according to a Monday filing with the Korea Exchange.The South Korean chipmaker's sales revenue surged 210% year over year to 59.5 billion won from 19.2 billion won.Shares of Fadu jumped nearly 14% in recent trade.
Here are the 10 ASX-listed companies with the biggest losses on Monday.Wisetech (ASX:WTC): -3%, AU$42.79NexGen Energy (ASX:NXG): -3%, AU$17.26Telix Pharmaceuticals (ASX:TLX): -2%, AU$14.47Cochlear (ASX:COH): -2%, AU$94.76Paladin Energy (ASX:PDN): -2%, AU$12.28Origin Energy (ASX:ORG): -2%, AU$12.44EVT (ASX:EVT): -2%, AU$12.44Tuas (ASX:TUA): -2%, AU$5.97Ramsay Health Care (ASX:RHC): -2%, AU$39.15Southern Cross Gold (ASX:SX2): -2%, AU$11.07
Sun Pharmaceutical Industries (NSE:SUNPHARMA, BOM:524715) has agreed to acquire US-based Organon & Co in an all-cash deal at an enterprise valuation of $11.8 billion, according to a Monday filing to the Indian stock exchanges.Under the pact, Sun Pharmaceutical will buy all outstanding shares of Organon for $14.00 per share. It plans to fund the acquisition through a combination of available cash resources and committed financing from banks.The acquisition is estimated to boost Sun Pharmaceutical's revenues to $12.4 billion.Organon, which was spun off from Merck in 2021, specializes in women's health and biosimilars and has more than 70 products sold across 140 countries.The Organon buyout is part of Sun Pharmaceutical's strategy "of growing its Innovative Medicines business," according to Sun Pharma's statement.The transaction is subject to customary closing conditions, including receipt of required regulatory approvals andapproval by Organon stockholders.