-- 摩根士丹利在周五發布的一份報告中指出，隨著Square和Cash App的成長勢頭增強，Block (XYZ) 的成長速度加快，利潤率也隨之提升。這主要得益於大型商家的湧入、強勁的貸款業務以及不斷提高的獲利能力。 該機構表示，Square美國地區的支付總額成長速度從上一季的7%加速至8.2%。 摩根士丹利稱，Cash App的毛利年增38%，這主要得益於消費貸款發放金額成長82%至176億美元。 分析師也指出，人工智慧工具正在提升公司內部生產力和產品迭代速度，在1月至4月期間，每位工程師的生產程式碼變更次數增加了2.5倍以上。 摩根士丹利維持對Block的「增持」評級，並將目標股價從93美元上調至96美元。 Block股價在周五的交易中上漲了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%