-- 瑞銀證券週一發布的研究報告指出，受iPhone和Mac需求的推動，蘋果公司（AAPL）第二財季的業績可能略高於預期，但由於App Store表現疲軟，服務業務的營收成長預期不會上調。 報告還指出，管理層預計將對第二財季（6月季度）給出「穩健」的業績指引，因為高企的內存價格以及蘋果公司確保充足晶片供應的能力正在推動iPhone在智慧型手機市場份額的增長。 瑞銀證券預計，蘋果公司第二財季每股收益為1.94美元，營收為1,090億美元，這項預期已包含了Neo和Mac mini機型的強勁需求。第三財季，瑞銀證券將每股盈餘預期從1.59美元上調至1.70美元，營收預期從981億美元上調至1,020億美元。該公司將於4月30日公佈第二財季業績。 券商表示，Mac產品組合的需求部分受到價格相對較低的Neo和mini機型初期成功推動，將進一步上調業績預期。 瑞銀證券將該股的目標價從每股280美元上調至287美元，並重申了對「中性」評級。
Price: $269.62, Change: $+2.00, Percent Change: +0.75%
3:00 Tuesday vs 3:00 Monday2yr 99-26 vs 100-04; 3.842% vs 3.799%5yr 99-16+ vs 99-21+; 3.981% vs 3.947%10yr 98-06+ vs 98-10+; 4.351% vs 4.335%30yr 97-00 vs 96-31+; 4.941% vs 4.941%2/10 50.633 bps vs 53.307 bps5/30 95.813 bps vs 99.249 bps
Brown & Brown's (BRO) Q1 report shows that the company's organic revenue growth continues to remain under pressure despite better than expected quarterly earnings per share and adjusted margins, UBS said in a note.The company's flat Q1 organic revenue growth was below UBS expectations of a 2% growth and consensus of 1.3%, UBS said on Monday. The metric further excluded $10 million in litigation related lost revenue, which was in-line with expectations, according to UBS.Looking ahead, Brown & Brown expects catastrophe property rates to continue to experience downward pressure in Q2, while economic growth should remain relatively stable, UBS said. The company's capital allocation will have a bias toward buybacks and paying down debt, while remaining active for specialty and smaller deals, UBS added.UBS maintained its neutral rating on the company's stock with an $81 price target.Shares of Brown & Brown were down over 6% in Tuesday trading.Price: $62.07, Change: $-4.06, Percent Change: -6.13%
Incyte (INCY) has an average rating of overweight and mean price target of $109.10, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $94.83, Change: $-0.89, Percent Change: -0.93%