-- 摩根士丹利在周五發布的研究報告中指出，Toast (TOST) 的強勁基本面得益於持續的潛在市場擴張、業務成長的可持續性、產品創新以及抵禦人工智慧風險的能力。 分析師寫道，儘管硬體成本不斷上漲，該公司仍上調了息稅折舊攤提前利潤 (EBITDA) 預期。同時，其業務成長的可持續性，得益於企業、零售和新興市場的強勁勢頭，目前仍被低估。 摩根士丹利指出，該公司展現了高效的資本配置能力，在維持成長的同時也實現了利潤率的提升。報告還指出，由於人工智慧在客戶支援方面帶來的早期效率提升，該公司第一季的 SaaS 毛利率超過 80%，並且正致力於將人工智慧商業化。 該券商重申了對 Toast 股票的「增持」評級，並將目標股價從每股 51 美元下調至 45 美元。
Price: $24.81, Change: $-4.58, Percent Change: -15.57%
Delta Resources (DLTA.V) was at last look up 8% after closing the first tranche of its non-brokered private placement offering, raising near $5.8 million.The company issued near 23.5-million charity flow-through units for $0.245 apiece as part of the offering. Each FT unit consists of one flow-through common share and one half of one non-flow-through common share purchase warrant, with each whole warrant being exercisable to buy a share for $0.28 for a period of 30 months from the date of issuance.Proceeds raised from the issuance will be used to fund "Canadian exploration expenses".Price: $0.20, Change: $+0.02, Percent Change: +8.11%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We maintain our 12-month target of $38, based on a P/E of 17.3x our FY 27 (Sep.) EPS estimate, a justified discount to the stock's 10-year average forward P/E of 19.2x. Following VVV's earnings release, we are maintaining our estimates and our Hold opinion on the shares. Our adjusted EPS estimates remain $1.80 for FY 26 and $2.20 for FY 27. VVV posted Q2 FY 26 (Mar.) adjusted EPS of $0.41 vs. $0.34 (+21%), well ahead of the $0.34 consensus. Revenue rose 25% to $504M ($9M above consensus), and adjusted EBITDA margin expanded 60 bps to 26.5% (160 bps ahead of consensus). VVV's top-line growth should accelerate to 21% in FY 26 (vs. 6% in FY 25), driven by 162 net new stores added through its acquisition of Breeze AutoCare on December 1, 2025 (for $593M) plus SSS growth of approximately 6%. SSS growth is benefiting from a record-high average U.S. vehicle fleet, which is increasing maintenance frequency. Still, we view the stock's valuation as fair, preferring other names in the auto retail space.
CoreWeave's (CRWV) Q2 revenue guidance was below consensus, which could signal a slowdown in capacity or supply chain-related deployment, but revenue can fluctuate at this stage of growth as large capacity additions tend to be lumpy, Oppenheimer said Friday in a note.The firm noted management guided Q2 revenue and operating income to $2.53 billion and $60 million, respectively, versus consensus estimates of $2.69 billion and $159 million. Calendar year 2026 revenue and operating income guidance were unchanged at $12 billion to $13 billion and $1 billion, respectively.Oppenheimer expects the current industry shortage to persist for the next 5 to 7 years, until global capacity reaches about 200 gigawatts. It now expects CoreWeave to attain at least 8GW of active power by then, up from 6GW, while maintaining a balanced mix of AI training and inferencing workloads, according to the note.The company's recent deal announcement with Anthropic, and expansion with Meta Platforms (META) and Jane Street, shows there is sufficient demand from both AI training and inferencing, the brokerage said.Oppenheimer kept an outperform rating on CoreWeave with a price target of $150.Shares of CoreWeave were down more than 13% in Friday trading.Price: $110.96, Change: $-17.88, Percent Change: -13.88%