-- 摩根士丹利在周二的一份報告中指出，Navan (NAVN) 的收入模式結構使其能夠受益於持續的旅行通膨，因為其單次行程費用按機票總價的百分比定價，這意味著機票和酒店價格的上漲將直接提升總預訂量和收入。 摩根士丹利也表示，該公司對 2027 財年總營收成長 24% 的預期較為保守。鑑於第四季度淨新增總預訂量增長超過 50%，摩根士丹利預計 2027 財年收入增長率將在 20% 到 30% 之間，而 30% 及以上的樂觀預期「越來越有可能實現」。 關於潛在的人工智慧風險，摩根士丹利表示，Navan 最強大的護城河在於其專有的全球旅行內容以及過去十年透過一對一談判建立的供應商合約。 摩根士丹利表示，該公司在人工智慧產品開發方面也十分活躍，其Ava聊天機器人在過去兩年中為其調整後毛利率貢獻了約1100個基點的提升。此外，人工智慧目前正透過自然語言航班預訂功能加速營收成長。 摩根士丹利將Navan的目標價從20美元上調至25美元，並維持「增持」評級。
Price: $18.73, Change: $+0.39, Percent Change: +2.10%
ServiceNow (NOW) said Tuesday it is significantly expanding its partnership with Nvidia (NVDA) to extend agentic artificial intelligence governance from desktops to data centers.This includes the introduction of Project Arc, a new enterprise autonomous desktop agent secured by the Nvidia OpenShell runtime, that will autonomously complete complex work for employees, according to the company.Also, ServiceNow entered an expanded multi-year strategic agreement with Lenovo to allow enterprises to cut costs, increase productivity, improve governance through AI-native workflow automation, according to a statement.ServiceNow and FedEx (FDX) are also expanding their collaboration by embedding trusted logistics intelligence from FedEx Dataworks directly into existing ServiceNow Source-to-Pay journeys, as well as building net-new supply chain management workflows, the company added.Additionally, ServiceNow announced an expansion of its strategic partnership with Microsoft (MSFT) for a deepened product integration between ServiceNow AI Control Tower and Microsoft Agent 365.Price: $91.54, Change: $-0.43, Percent Change: -0.47%
Sterling Infrastructure (STRL) climbed 47% amid heavy trading after the company overnight reported a stronger-than-expected surge in Q1 earnings and sales while guiding sales above market expectations.More than 1.55 million shares of the company traded intraday compared with a daily average of about 510,000.DigitalOcean (DOCN) reported Q1 non-GAAP earnings and sales Tuesday above market expectations. The company also raised its full-year 2026 non-GAAP earnings per share and revenue forecast range, beating expectations.Shares soared 37%, with intraday trading volume of over 9.90 million from a daily average of about 4.34 million.Backblaze (BLZE) reported late Monday a swing to Q1 non-GAAP net income per share amid a jump in sales from a year ago.Shares catapulted 63%, with intraday trading volume at over 31.9 million from a daily average of roughly 824,000.Price: $793.45, Change: $+263.96, Percent Change: +49.85%
EBay's (EBAY) board is meeting this week to review the unsolicited $55.5 billion acquisition offer from GameStop (GME) Chief Executive Ryan Cohen, Semafor reported Tuesday, citing sources familiar with the matter.Cohen failed to convince serious shareholders to back his move during an interview on CNBC on Monday, according to the report.EBay and GameStop did not immediately reply to a request for comment from.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $105.62, Change: $-3.71, Percent Change: -3.39%