-- 奧本海默週二在一份報告中指出，Cadence Design Systems (CDNS) 面臨“日益增長的”估值壓力，因為如果該公司真的是一家“人工智慧公司”，其增長速度理應更快。 分析師表示，圍繞該公司軟體的長期人工智慧前景仍未有定論。 奧本海默指出，根據該公司第一季的業績，人工智慧的「積極」成長仍然難以實現。該公司2026年的有機成長預期為13.6%，雖然“尚可”，但遠低於晶片產業64%的平均成長率。 分析師將Cadence 2026年的每股盈餘預期從5.06美元下調至4.43美元。 FactSet調查的分析師預期為4.60美元。 報告指出，Cadence股價的催化劑包括晶片產業向軟體產業的轉型、人工智慧成長的波動以及貿易壁壘的變化。 奧本海默公司給予該股「與大盤持平」評級，目標價為275美元。
Price: $325.73, Change: $-10.96, Percent Change: -3.25%
Boeing (BA) said Tuesday it has secured an order for 40 of its 737 MAX airplanes from Copa Airlines, with options for up to 20 more aircraft.Financial details weren't provided.The Panamanian carrier aims to expand its fleet by more than 100 737 MAX aircraft to grow and modernize its network across the Americas and Caribbean, Boeing said.Price: $230.03, Change: $-1.30, Percent Change: -0.56%
Consumer stocks were mixed late Tuesday afternoon, with the State Street Consumer Staples Select Sector SPDR ETF (XLP) rising 0.7% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) shedding 0.7%.In corporate news, United Parcel Service (UPS) maintained its 2026 revenue outlook as the package delivery giant flagged a potential demand impact from the Middle East conflict. Its shares fell 3.7%.
Health care stocks edged up late Tuesday afternoon, with the NYSE Health Care Index fractionally higher and the State Street Health Care Select Sector SPDR ETF (XLV) up 0.2%.The iShares Biotechnology ETF (IBB) declined 0.6%.In corporate news, Axogen (AXGN) shares jumped past 6% after it reported Tuesday a swing to Q1 adjusted EPS from a a loss a year earlier following a surge in revenue.