-- （標題和第一段更新了最新的股價走勢，第三段和第五段更新了FactSet的更正預測。） 豪邁宇航（Howmet Aerospace，股票代號：HWM）股價週四上漲5.2%，此前該公司公佈的第一季獲利業績超出預期。 該公司公佈的第一季調整後每股收益為1.22美元，高於去年同期的0.86美元。 FactSet調查的分析師先前預期為1.11美元。 截至3月31日的第一季營收為23.1億美元，高於去年同期的19.4億美元。 FactSet調查的分析師先前預期為22.4億美元。 該公司表示，預計第二季調整後每股收益為1.22美元至1.24美元。 FactSet調查的分析師先前預期為1.14美元。 該公司預計第二季營收為23.9億美元至24.1億美元。 FactSet調查的分析師預計營收為23.4億美元。 該公司預計全年調整後每股收益為4.88美元至5.00美元，營收為95.8億美元至97.3億美元。 FactSet調查的分析師預計每股收益為4.65美元，營收為93.8億美元。
Price: $269.99, Change: $+13.56, Percent Change: +5.29%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:DXC's Q4 FY 26 (Mar-Q) revenue of $3.13B declined 1.2% Y/Y (-6.6% organically), missing Street expectations of $3.15B, with DXY's FY 26 organic decline showing a continued downward acceleration to 4.8% from 4.6% in FY 25. Non-GAAP EPS of $0.77 beat consensus of $0.70 but declined by 8.3% Y/Y. Q4 bookings of $3.3B fell 13.5% Y/Y, offsetting the positive milestone of DXC's book-to-bill (1.07x) exceeding 1.0x for the first time since Q4 FY 25. We expect continued pressure as deteriorating bookings performance raises concerns about future revenue visibility. Management's FY 27 guidance suggests ongoing headwinds, with revenue expected to decline 3%-5% organically, non-GAAP EPS guided to $2.65 at the midpoint (well below expectations of $3.06), and FCF of $600M (-16% Y/Y) missing expectations for $662M. While the company emphasizes AI initiatives including its OASIS platform, we believe the extended timeline for meaningful contribution (10% of revenue by Q2 FY 29) provides limited support.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:NET delivered strong Q1 2026 results, with revenue of $639.8M (+34% Y/Y), beating consensus by $17.2M, while non-GAAP EPS of $0.25 improved 56% from $0.16 in the prior year, exceeding estimates by $0.02. Non-GAAP gross margins compressed to 72.8% from 77.1% Y/Y due to infrastructure investments for AI workloads, though operating leverage remained strong, with margins of 11.4% declining only 30 bps. Management announced a significant AI-first transformation, planning to reduce its workforce by ~1,100 people, with $140M-$150M in restructuring charges. For Q2 2026, NET expects revenue of $664M-$665M (~30% growth) with non-GAAP EPS of $0.27, while full-year guidance calls for $2,805M-$2,813M in revenue (~29% growth), below the Street's projections of $2,797M after incorporating the beat, and EPS of $1.19-1.20. Free cash flow surged 59% to $84.1M (13% of revenue), reflecting strong fundamentals, while the balance sheet remains robust with $4.16B in cash and securities.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:DKNG delivered solid Q1 results with revenue up 17% to $1.646B and positive GAAP net income of $21.1M vs. a $33.9M loss in the prior year, while adjusted EBITDA surged 64% to $167.9M. Sportsbook revenue jumped 24% to $1.095B with net revenue margin expanding 140 basis points to 7.8%, demonstrating enhanced pricing power and favorable sports outcomes. We are impressed with continued momentum in the company's profitability push but worry about stagnant monthly active user growth and execution in prediction markets. Management maintained 2026 guidance for revenue of $6.5B-$6.9B and adjusted EBITDA of $700M-$900M, emphasizing plans to invest aggressively in Sports Predictions. MUPs declined 4% to 4.2M due to the Texas lottery exit but increased 2% excluding lottery operations, while average revenue per MUP jumped 21% to $131. The company ended with $999.4M in cash and shares trade at 16x consensus 2026 EBITDA estimates.