-- 根據FactSet調查的分析師報告，Vista Energy (VIST) 的平均評級為“買入”，平均目標價為91.29美元。 （報道北美、亞洲和歐洲主要銀行及研究機構的股票、商品和經濟研究。研究機構可透過以下連結聯絡我們：https://www..com/contact-us）
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Research
Research Alert: Peg Reports Strong Q1 Beat; On Track For $4.2b Capex And 7% Eps Growth In 2026
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:PEG reported Q1 2026 adjusted EPS of $1.55 vs. $1.43 (+8.4% Y/Y, +8.5% vs. consensus), supported by higher PSE&G margins from regulated infrastructure investments and customer growth, partially offset by higher depreciation and interest expense. PSEG Power earnings increased due to higher realized power prices and lower O&M costs, offset by lower generation volumes. We see the company as on target for $4.2B full-year 2026 capex guidance after deploying ~$0.8B in Q1, while PEG maintained long-term targets including $24B-$28B total capex for 2026-2030 and a 6%-7.5% rate base CAGR. Management reaffirmed its 2026 EPS guidance of $4.28-$4.40, representing ~7% growth at the midpoint. Both residential electric and gas customers increased ~1% on a trailing-12-month basis, which we think reflects continued execution of the regulated investment program. Annualized dividends were increased ~6% to $2.68 for 2026. We view this as a competitive growth rate amongst Multi-Utility peers.
$PEG
US Markets
Shopify Sees Sequential Slowdown in Revenue Growth; Stock Tumbles
Shopify (SHOP) on Tuesday issued a second-quarter revenue outlook that implied a sequential slowdown in annual growth.The Canada-based e-commerce platform anticipates revenue to grow at a high-twenties percentage rate on a yearly basis in the ongoing quarter. The current consensus on FactSet is for $3.42 billion. In the first quarter, revenue jumped 34% to $3.17 billion, topping the Street's view for $3.11 billion.The second-quarter guidance assumes about a half point of foreign-exchange tailwinds, compared with a forex benefit of more than two points in the first quarter, Chief Financial Officer Jeff Hoffmeister said during an earnings call, according to a FactSet transcript.Shares of the company fell 8.1% in Tuesday trade, taking its year-to-date loss to 27%.Gross profit dollars are pegged to increase by a mid-twenties percentage rate for the current quarter."The differential in the revenue versus gross profit growth rates is driven by the continued mix shift between the growth rates of merchant solutions and subscription solutions, which is expected to narrow compared to 2025 and the continued strength of payments," Hoffmeister said.For the March quarter, Shopify's adjusted earnings rose to $0.36 a share from $0.25 the year before. It posted a $0.45 loss on a GAAP basis. Gross profit improved 32% to $1.55 billion.Subscription solutions revenue added 21% to $750 million in the first quarter, while merchant solutions climbed 39% to $2.42 billion. Gross merchandise volume, which represents the total dollar value of orders facilitated through the Shopify platform, advanced 35% to $100.74 billion."(The first quarter) continued the momentum of an outstanding 2025," Hoffmeister said on the call. "Strength was broad across merchant sizes, channels and geographies."Price: $118.78, Change: $-8.77, Percent Change: -6.88%
$SHOP
Research
Research Alert: CFRA Cuts View On Shares Of On Semiconductor Corp. To Hold From Buy
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We up our 12-month target to $110 from $75, on a P/E of about 26x our 2027 EPS view of $4.28, above peers/historical to reflect growth opportunities and margin expansion. We raise our EPS estimate for 2026 to $3.04 from $2.92 and keep 2027 at $4.28. We believe that ON is strategically positioned to capitalize on growth in AI infrastructure, with solutions spanning the entire power tree from grid to processor, as the shift to higher-voltage architectures increases content per server rack. In automotive, ON is capturing demand in cost-optimized vehicles with its Treo platform. We believe its diversified exposure to AI-driven growth extends beyond data centers, as immense power demands create a "halo effect" driving adjacent markets like energy storage systems and microgrids. We see a path to achieving a long-term gross margin over 50% (high-30% in Q1), supported by improving factory utilization (77% in Q1) and product mix from new technologies like Treo. However, at current multiples we see valuation as full.
$ON