-- 摩根士丹利在周五的一份報告中指出，隨著Loar (LOAR) 的持續擴張，其利潤率有望繼續提升。該公司在第一季首次實現了40%的EBITDA利潤率，這得益於營運槓桿、基於價值的定價策略以及生產力提升措施。 摩根士丹利表示，該公司未來五年7億美元的新業務儲備較上一季增加約1億美元，這些業務機會來自新產品開發以及現有產品市場份額的擴張。 摩根士丹利指出，Loar管理層預計，如果將其中約15%的業務轉化為實際業務，未來五年每年將實現約3%的新業務成長。摩根士丹利補充說，15%的轉換率是該公司「適當的保守估計」。 摩根士丹利將Loar公司2026年的調整後每股收益預期從1.26美元上調至1.30美元，2027年從1.51美元上調至1.54美元，2028年從1.77美元上調至1.81美元，主要原因是該公司第一季度業績好於預期，以及Loar公司報告了該指標的報告方法。 摩根士丹利將Loar公司的目標股價從97美元下調至91美元，但維持「增持」評級。
Price: $61.49, Change: $+1.39, Percent Change: +2.31%
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%