-- 摩根士丹利在周五发布的一份报告中指出，随着Square和Cash App的增长势头增强，Block (XYZ) 的增长速度加快，利润率也随之提升。这主要得益于大型商户的涌入、强劲的贷款业务以及不断提高的盈利能力。 该机构表示，Square美国地区的支付总额增速从上一季度的7%加速至8.2%。 摩根士丹利称，Cash App的毛利润同比增长38%，这主要得益于消费贷款发放额增长82%至176亿美元。 分析师还指出，人工智能工具正在提升公司内部生产力和产品迭代速度，1月至4月期间，每位工程师的生产代码变更次数增加了2.5倍以上。 摩根士丹利维持对Block的“增持”评级，并将目标股价从93美元上调至96美元。 Block股价在周五的交易中上涨了5.5%。
Price: $73.92, Change: $+3.78, Percent Change: +5.38%
Price: $42.75, Change: $+1.31, Percent Change: +3.16%
BlackSky Technology (BKSY) reported a Q1 revenue miss tied to timing of engineering services while bookings and pipeline are strong and accelerating, Oppenheimer said in a Thursday note.The report pointed to intelligence revenue that is set to double in the next three quarters and ramp into next year, which is recurring with no churn.Subscription momentum was the standout in the quarter, with gross margins in the 70% to 80% range, zero churn and six-figure pilots converting into eight-figure contracts, the note said.The company is targeting about $100 million in space-based intelligence and AI revenue for the year, implying about $35 million in Q4 against $16.5 million this quarter, it added."The company has strong operating leverage and is a major beneficiary from falling launch/manufacturing/AI costs as thespace/AI food chain matures with pricing power," the note said.Oppenheimer raised its price target to $50 from $31 while keeping its outperform rating.Price: $36.97, Change: $+4.73, Percent Change: +14.67%
Akamai Technologies (AKAM) has an average rating of overweight and mean price target of $144.04, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $139.99, Change: $+23.30, Percent Change: +19.96%