-- （标题和第一段更新了股价走势和评级上调信息。） DaVita (DVA) 股价周三上涨 22%，此前德意志银行将该股评级从“持有”上调至“买入”，并将目标价从 126 美元上调至 220 美元。此前一天，该公司公布了优于预期的第一季度业绩。 DaVita 的调整后每股收益从去年同期的 2 美元增至 2.87 美元。 FactSet 调查的分析师此前预期为 2.33 美元。 截至 3 月 31 日的三个月内，营收从去年同期的 32.2 亿美元增至 34.2 亿美元。 FactSet 调查的分析师此前预期为 33.6 亿美元。 该公司将全年持续经营业务的调整后每股收益预期从之前的 13.60 美元至 15 美元上调至 14.10 美元至 15.20 美元。
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.