-- 瑞银证券周一发布的研究报告指出，受iPhone和Mac需求的推动，苹果公司（AAPL）第二财季的业绩可能略高于预期，但由于App Store表现疲软，服务业务的收入增长预期不会上调。 报告还指出，管理层预计将对第二财季（6月季度）给出“稳健”的业绩指引，因为高企的内存价格以及苹果公司确保充足芯片供应的能力正在推动iPhone在智能手机市场份额的增长。 瑞银证券预计，苹果公司第二财季每股收益为1.94美元，营收为1090亿美元，这一预期已经包含了Neo和Mac mini机型的强劲需求。对于第三财季，瑞银证券将每股收益预期从1.59美元上调至1.70美元，营收预期从981亿美元上调至1020亿美元。该公司将于4月30日公布第二财季业绩。 券商表示，Mac产品组合的需求部分受到价格相对较低的Neo和mini机型初期成功推动，这将进一步上调业绩预期。 瑞银证券将该股的目标股价从每股280美元上调至287美元，并重申了对“中性”评级。
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%