-- （已更新，包含美國銀行的評論） 美國銀行證券將Ulta Beauty (ULTA) 的評級從“中性”上調至“買入”，預期其銷售額將持續增長，且業績傳導機制將更加完善。 分析師洛林·哈欽森 (Lorraine Hutchinson) 在周二的一份報告中寫道，該公司股價從52周高點回落26%，讓投資者過高的預期回歸理性。 哈欽森表示，該公司擁有差異化的商業模式，其核心在於豐富的產品種類、龐大的門市網絡以及超過4,600萬的會員忠誠度，這些會員貢獻了約95%的銷售額。 這位分析師指出：“競爭日益激烈的市場提高了執行標準，但也讓消費者在不同管道之間有了更多比較的基礎。” 根據FactSet調查的分析師數據，Ulta Beauty的平均評級為“增持”，平均目標價為695.71美元。 （報告北美、亞洲和歐洲主要銀行及研究機構的股票、商品和經濟研究報告。研究機構可透過以下連結聯絡我們：https://www..com/contact-us）
Price: $531.03, Change: $+13.03, Percent Change: +2.52%
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%