-- 瑞銀證券週四在一份報告中指出，亞馬遜（AMZN）旗下亞馬遜網路服務（AWS）的成長預計將繼續呈現「非線性」成長，這主要得益於新增投資以及與OpenAI和Anthropic達成的交易，預計這些交易將帶來近2000億美元的訂單積壓，並加速長期產能擴張。 該券商表示，其對AWS 2026年營收的預測與華爾街普遍預期有顯著差異，瑞銀預測AWS營收將成長38%，而華爾街普遍預期為26%。隨著更多產能上線以及訂單積壓轉化為營收，這一成長動能將在2027年進一步增強。 瑞銀補充道，因此，其對AWS 2027年營業收入的預測比市場普遍預期高出近39%。該券商認為，隨著AWS規模的擴大和需求前景的明朗化，華爾街最終將趨同於其更樂觀的預測。 儘管亞馬遜股價今年以來已大幅反彈，但瑞銀認為仍有超越市場平均的空間。這家投資公司認為，鑑於亞馬遜長期依靠AWS和人工智慧驅動的成長前景，其優質資產的估值不應低於市場平均值。 瑞銀維持對亞馬遜的「買入」評級，並將目標價從301美元上調至304美元。
Price: $256.63, Change: $+1.26, Percent Change: +0.50%
The Tadawul All Share Index closed Sunday 0.11% higher as investors assessed the latest updates regarding the conflict in the Middle East.US President Donald Trump said on his Truth Social account that the Pakistani trip for his envoys, Steve Witkoff and Jared Kushner, was canceled. The announcement dimmed the hopes for peace talks between Iran and the US to happen any time soon.Further to this, Israel launched an attack in Lebanon on April 25. The strikes, which targeted Hezbollah, resulted in four casualties and facility damage in Southern Lebanon.Back at home, Rabigh Refining and Petrochemical (SASE:2380), d/b/a Petro Rabigh, and Thob Al Aseel (SASE:4012) posted their financial results for the three months ended March 31. Petro Rabigh emerged from a loss in the first quarter, while Thob Al Aseel logged a higher net profit and revenue."The reason for net profit reported during the current quarter compared to a net loss recorded in the same quarter of last year was primarily attributable to improved product margins resulting from stronger refined product pricing and higher sales volumes," Petro Rabigh said in its report.Petro Rabigh rose 10% at closing, while Thob Al Aseel ticked down 1.59%.Meanwhile, the local calendar will be mostly empty except for the kingdom's preliminary figures for its GDP growth rate for the first quarter and the M3 money supply and private bank lending data for March on Thursday.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our 12-month target price to $1,100 from $950 following a strong first quarter, valuing shares at 20.5x our 2027 EPS outlook of $54.28 (in line with previous estimate; 2026 EPS also in line). We believe a higher multiple is justified given URI's firming market leadership within an expanding rental equipment industry. A robust Q1 beat enabled URI to raise its full-year revenue guidance to $16.9B-$17.4B and adjusted EBITDA to $7.625B-$7.875B, citing momentum heading into a busy season. With leverage well below historical levels, we believe accretive M&A deals could serve as a potential catalyst for additional guidance increases. Margin compression has been a sticky issue for URI, but Q1 indicated that pricing may have turned around and that headwinds are starting to ease as quarterly results begin to lap when tariff-related inflation began to pick-up. We remain cautious on margins, though are encouraged by signs of stabilization. New project activity is likely supporting pricing trends, in our view.
Rabigh Refining and Petrochemical (SASE:2380), d/b/a Petro Rabigh, said Sunday it swung back to profit in the first quarter of 2026, while revenue increased year over year.Net profit attributable to shareholders of the issuer for the three months ended March 31 was 1.47 billion Saudi riyals, compared with the attributable loss of 691 million riyals earlier. EPS moved to 0.88 riyal from a loss per share of 0.41 riyal.The Tadawul-listed oil refining and petrochemical company's revenue was 14.85 billion riyals, compared with 11.21 billion riyals a year ago.