-- 摩根士丹利週四在一份報告中指出，Fortinet (FTNT) 第一季度業績超出預期，主要得益於強勁的防火牆需求、營運技術安全 (OTS) 的良好勢頭以及人工智慧資料中心的早期部署。 該券商表示，由於企業客戶升級到更高性能的設備以滿足人工智慧基礎設施需求，產品收入同比增長 41%；同時，受安全網路、統一安全應用安全執行系統 (SASE) 和人工智慧驅動的安全營運 (SecOps) 產品強勁需求的推動，總帳單金額增長 31%。 報告還指出，該公司上調了 2026 財年的業績預期，但由於可能出現需求提前釋放以及訂閱和服務收入成長放緩，硬體驅動型成長的可持續性仍存在不確定性。 該券商表示：“儘管賬單金額和遞延收入趨勢有所改善，但短期內上漲空間有限，需要等待軟體應用持續加速增長。” 摩根士丹利維持對該股的「減持」評級，但將目標價從 70 美元上調至 80 美元。 在週四交易中，Fortinet的股價上漲超過23%。
Price: $110.70, Change: $+20.75, Percent Change: +23.06%
Energy stocks were lower Thursday afternoon, with the NYSE Energy Sector Index dropping 2% and the State Street Energy Select Sector SPDR ETF (XLE) falling 1.8%.The Philadelphia Oil Service Sector Index was decreasing 2.2%, and the Dow Jones US Utilities Index was shedding 1.1%.Front-month West Texas Intermediate crude oil was rising 0.6% to $95.61 a barrel, and the global benchmark Brent crude contract was decreasing 0.5% to $100.78 a barrel. Henry Hub natural gas futures rose 2.1% to $2.79 per 1 million BTU.In corporate news, Cheniere Energy (LNG) shares fell 5% after the company reported Thursday a Q1 loss of $16.65 per diluted share, swinging from earnings of $1.57 a year earlier.
Williams (WMB) continues to layer on growth projects, including its Neo power innovation project, and estimates a compound annual growth rate of 9% for sanctioned projects through 2030 while still targeting 10%, RBC Capital Markets said in a note Wednesday.The company anticipates a 5x build multiple on the $2.3 billion Neo project cost, implying about $460 million of annual EBITDA generation, while Atlas includes a new 13-year agreement to provide a pipeline capacity of 164 million cubic feet per day to a data center in the Northeast which is expected to be in service by year-end, according to the note.Management expects to be in the top half of its 2026 adjusted EBITDA guidance range of $8.05 billion to $8.35 billion, supported by a strong Q1 and outlook for the rest of the year, the brokerage said.Analysts now forecast 2026 and 2027 adjusted EBITDA of $8.39 billion and $9.29 billion, respectively, and available funds from operations of $6.36 billion and $7.15 billion, respectively.RBC Capital Markets kept an outperform rating on Williams and raised the price target to $83 from $82.Shares of Williams were down 1.8% in Thursday trading.Price: $72.45, Change: $-1.32, Percent Change: -1.78%
Vistra (VST) reported Q1 earnings Thursday, showing total ongoing operations generation of 50.5 terawatt-hours, up from 48 TWh a year earlier.Generation in the East region increased to 30 TWh for the quarter ended March 31, up from 27.5 TWh a year earlier, while Texas generation rose to 20.1 TWh from 20 TWh.West region generation declined to 0.4 TWh in the quarter from 0.5 TWh a year earlier.Vistra added that total commercial availability fell to 92.7% for Q1, down from 95% a year earlier.Retail electricity volumes declined to 30.1 TWh in the quarter, down from 33.3 TWh a year earlier, amid milder weather conditions in ERCOT.Vistra is advancing about 4.5 gigawatts of generation capacity additions across gas, renewables, coal-to-gas conversions and nuclear uprates, including projects already completed or under construction.The company expects Permian gas peaker units to enter service by Q2 2028 and plans to begin construction on Oak Hill Phase 2 in 2026.Price: $158.55, Change: $+0.25, Percent Change: +0.16%