-- （見出しと冒頭段落に株価変動と格上げに関する情報を追記しました。） ダヴィータ（DVA）の株価は、同社が予想を上回る第1四半期決算を発表した翌日、ドイツ銀行が投資判断を「中立」から「買い」に引き上げ、目標株価を126ドルから220ドルに上方修正したことを受け、水曜日の取引で22%上昇しました。 ダヴィータの調整後1株当たり利益は、前年同期の2ドルから2.87ドルに増加しました。 ファクトセットが調査したアナリストは2.33ドルを予想していました。 3月31日までの3ヶ月間の売上高は、前年同期の32億2000万ドルから34億2000万ドルに増加しました。 ファクトセットが調査したアナリストは33億6000万ドルを予想していました。 同社は、継続事業からの調整後1株当たり利益の通期見通しを、従来の13.60ドル～15ドルから14.10ドル～15.20ドルに引き上げました。
Price: $191.63, Change: $+34.59, Percent Change: +22.02%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:PAYC delivered solid Q1 2026 results with revenue of $572M (+8%) and non-GAAP EPS of $3.15 (+13%), beating consensus by $0.16, while adjusted EBITDA margin expanded to 48.2%. Recurring revenue growth of 9% reflects moderation from historical double-digit expansion, consistent with management's conservative 2026 guidance of 6%-7% revenue growth. We believe PAYC's AI automation solutions including Beti, GONE, and IWant position the company as a differentiated leader, driving higher client engagement and satisfaction. Management emphasized confidence in long-term growth opportunities, noting only 5% of the total addressable market is currently served. Capital allocation remained aggressive with $1.06B in share repurchases and $17.7M in dividends, totaling over $1.08B in returns despite taking on $675M in new debt. Continued operational leverage and market share gains expected as the company leverages its employee-first technology platform to capture untapped market opportunity.
5N Plus (VNP.TO) after trade Wednesday said its first-quarter profit and revenue rose year-over year.The company earned US$17.8 million, or US$0.20 per share, in the period, up from US$9.6 million, or US$0.11, a year prior. FactSet expected US$0.14 per share.Revenue rose to US$117.9 million from US$88.9 million a year ago. FactSet projected US$104 million. The company said the increase was mainly driven by higher volumes under Specialty Semiconductors and higher bismuth-based product pricing under Performance Materials.The company added that it is maintaining its adjusted EBITDA outlook range at between US$100 and US$105 million in 2026."In 2026, 5N+ continues to expect demand in Specialty Semiconductors to remain strong, supported by structural expansion across its core end markets, with particular strength in its strategic sectors of terrestrial renewable energy and space solar power. These trends, combined with the company's position as the leading global supplier of ultra-high-purity specialty semiconductor compounds outside China, are expected to continue supporting long-term growth in this segment," 5N said.The company's shares closed up $0.85 to $36.05 on the Toronto Stock Exchange.
MKS (MKSI) reported Q1 non-GAAP earnings late Wednesday of $2.30 per diluted share, up from $1.71 a year earlier.Analysts surveyed by FactSet expected $2.04.Revenue in the three months ended March 31 rose to $1.08 billion from $936 million a year earlier.Analysts polled by FactSet expected $1.05 billion.MKS expects Q2 non-GAAP EPS of $2.90, plus or minus $0.30, on revenue of $1.2 billion, plus or minus $40 million.Analysts expect EPS of $2.37 on revenue of $1.09 billion.MKS shares jumped 10% in after-hours trading.