-- 摩根士丹利周四发布的一份报告指出，Wayfair (W) 仍是一只长期股价上涨的股票，其盈利质量和现金流状况在产品更新换代周期暂时延缓的情况下持续改善。 报告称，Wayfair 第一季度的业绩令人“松了一口气”，此前该股估值下调已反映出市场预期其营收增速将放缓至个位数百分比。 报告指出，Wayfair 第一季度营收增长依然强劲，调整后 EBITDA 利润率也高于市场预期。 报告还补充道，Wayfair 的现金流状况持续改善，自由现金流达到 2021 年年中以来的最高水平，凸显了该公司盈利质量的提升。 报告称：“以目前的股价水平来看，其上涨空间依然存在，超过了下跌风险。” Wayfair 继续保持个位数中段的营收增长、十几个百分点的利润率增长以及不断提高的现金流转化率，同时保持着有利于家具更新周期复苏的杠杆率。 摩根士丹利将 Wayfair 的目标股价从 128 美元下调至 110 美元，但维持“增持”评级。
Price: $65.51, Change: $+1.58, Percent Change: +2.47%
3:00 Friday vs 3:00 Thursday2yr 99-24 vs 99-23; 3.884% vs 3.881%5yr 99-12 vs 99-11; 4.018% vs 4.019%10yr 98-00 vs 97-29; 4.375% vs 4.388%30yr 96-22 vs 96-11; 4.963% vs 4.985%2/10 48.906 bps vs 50.435 bps5/30 94.299 bps vs 96.315 bps
PACS Group (PACS) said Friday that its subsidiaries have acquired the operations of post-acute care facility Ridgeway Senior Living in Anchorage, Alaska.Financial terms of the acquisition were not disclosed.As part of the transaction, PACS has acquired land adjacent to the building, where it plans to build a subsequent 150-bed skilled nursing facility with an expected completion date of 2028, according to a statement.Price: $33.25, Change: $-0.30, Percent Change: -0.89%
Zions Bancorporation (ZION) said Friday its board has authorized up to $225 million in share repurchases for the remainder of 2026, bringing its total planned buybacks for the year to $300 million.The bank also maintained its quarterly dividend at $0.45 per share, payable May 21 to shareholders of record on May 14.Price: $63.55, Change: $+0.13, Percent Change: +0.20%