-- 周五盘前交易中，能源股普遍走低，道富能源精选行业SPDR ETF (XLE)下跌0.1%。 美国石油基金 (USO)下跌1.2%，美国天然气基金 (UNG)上涨1.8%。 纽约商品交易所近月合约美国西德克萨斯中质原油上涨0.1%，至每桶94.90美元。全球基准北海布伦特原油上涨0.4%，至每桶100.45美元，天然气期货上涨1.1%，至每百万英热单位2.80美元。 安桥公司 (ENB) 股价上涨0.4%，此前该公司公布的第一季度调整后盈利和营收均超出分析师预期。 德文能源 (DVN) 股价上涨超过 1%，此前该公司宣布了一项新的 80 亿美元股票回购计划，并将固定股息提高至每股 0.320 美元，将于 6 月 30 日支付给 6 月 15 日登记在册的股东。 平原通用公司 (PAGP) 股价下跌超过 2%，此前该公司公布第一季度净利润下滑。
Related Articles
Australia
Block Sees Faster Growth, Margin Expansion as Momentum Improves Across Square, Cash App, Morgan Stanley Says
Block (XYZ) is seeing faster growth and margin expansion as momentum improves across Square and Cash App, supported by larger merchants, stronger lending activity and rising profitability, Morgan Stanley said in a Friday note.The firm said Square US gross payment volume accelerated to 8.2% from 7% in the previous quarter.Morgan Stanley said Cash App gross profit grew by 38% year over year, helped by consumer lending originations that rose 82% to $17.6 billion.Analysts also noted artificial intelligence tools are improving internal productivity and product velocity, with production code changes per engineer up more than 2.5 times from January to April.Morgan Stanley maintained the company's overweight rating and raised its price target to $96 from $93.Block shares were up 5.5% in Friday trading.Price: $73.92, Change: $+3.78, Percent Change: +5.38%
$XYZ
Australia
Aritzia Price Target Hiked to $171.00 at National bank After Q4 Beat, Outlook
National Bank has hiked its price target on the shares of Aritzia (ATZ.TO) to $171.00, from the previous $143.00 after the company reported a strong fourth-quarter income, with adjusted earnings of $1.14 surpassing National's $1.04 estimate.Analyst Vishal Shreedhar, who is maintaining an outperform rating on the company, notes fiscal first quarter and F2027 guidance also exceeded expectations.National's EPS estimates for F2027 have been raised to $4.51 from $4.02, and F2028, to $5.42 from $4.85."We believe that ATZ's premium valuation is justified given its superior long-term operating performance, and opportunity for accelerated growth (sales and margins)."Price: $148.17, Change: $+6.17, Percent Change: +4.35%
$ATZ.TO
Australia
Loar to See Continued Margin Expansion After Achieving 40% EBITDA Margin in Q1, Morgan Stanley Says
Loar (LOAR) is expected to continue to drive its margin expansion as it continues to scale, with the company achieving a 40% EBITDA margin for the first time in Q1, aided by operating leverage, value-based pricing, and productivity initiatives, Morgan Stanley said in a Friday note.The company's $700 million new business pipeline over the next five years represents an increase of about $100 million from the prior quarter and is comprised of opportunities from new product development and market share expansion with existing products, Morgan Stanley said.Loar's management estimates that converting about 15% of this pipeline would equate to about 3% incremental growth in new business for each of the next five years, Morgan Stanley said, adding that it views the 15% conversion rate as "appropriate conservativism" from the company.Morgan Stanley raised its adjusted EPS estimates to $1.30 from $1.26 for 2026, to $1.54 from $1.51 for 2027, and to $1.81 from $1.77 for 2028, accounting for the better-than-expected performance in Q1 and Loar's updated methodology for reporting the metric.Morgan Stanley lowered its price target on Loar to $91 from $97 and maintained its overweight rating.Price: $61.49, Change: $+1.39, Percent Change: +2.31%
$LOAR