-- 週五下午，科技股走高，道富科技精選行業SPDR ETF (XLK)上漲1.5%，道富SPDR標普半導體ETF (XSD)上漲1%。 費城半導體指數上漲0.6%。 公司新聞方面，蘋果(AAPL)股價上漲4%，此前該公司隔夜公佈了第二財季的獲利和營收年增。蘋果董事會還提高了季度股息，並批准了一項高達1000億美元的額外股票回購計畫。 Reddit (RDDT)股價飆升14%，此前該公司發布了第二財季中期營收預期，原因是上一季業績強於預期。 根據彭博社報道，Meta Platforms (META)收購了Assured Robot Intelligence，後者是一家為機器人開發人工智慧模型的新創公司，此舉是其打造人形機器人技術策略的一部分。 Meta股價上漲0.4%。
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US Markets
Roblox Growth to Moderate Near Term Due to Age-Check Rollout, UBS Says
Roblox's (RBLX) growth will likely decelerate in the near term amid engagement headwinds tied to a mandatory age-check rollout, UBS Securities said in a Friday client note.The video game platform reported a first-quarter loss late Thursday as bookings fell short of consensus estimates. The company implemented an age-check feature for accessing chat, a move that slowed new user acquisition and hampered growth, Roblox said in a shareholder letter.In addition, management tempered growth expectations for full-year revenue and bookings."We became the first large online gaming platform to introduce age checks to access chat on a global basis," Chief Executive David Baszucki told analysts during an earnings call late Thursday.The stock plunged 18% ahead of market close on Friday, and is down 44% so far this year."We still see Roblox as a beneficiary of secular trends in gaming and expect platform enhancements to support its ability to drive user growth/spend over time," UBS analysts including Christopher Schoell wrote in the note. "That said, we remain neutral given expectations for moderating near-term growth and engagement headwinds from age verification/regulatory shifts."UBS slashed its price target for Roblox shares to $49 from $74.For the second quarter, Roblox guided to 8% to 12% bookings growth, well below Wall Street's 29% estimate, according to the brokerage."We believe platform enhancements/content breadth will support Roblox's ability to drive user growth long-term, particularly in overseas markets where headroom remains," Schoell said. "That said, we see a transition period in the coming quarters with 49% of global users still remaining unverified, (versus) 55% last (quarter)."Price: $45.51, Change: $-9.75, Percent Change: -17.64%
$RBLX
Research
Research Alert: CFRA Maintains Strong Sell Opinion On Shares Of Sna
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We trim our 12-month target to $325 from $330, as we revise our outlook lower following Q1 earnings. Our updated target values shares at 15.5x our 2027 EPS outlook of $21.12 (down from $21.28; 2026 EPS updated to $19.63 from $19.91), in line with SNA's long-term historical multiple average but below industrial machinery peers. Our Strong Sell view is unchanged following SNA's Q1 print. Margin contraction seen in the first quarter is not an existential threat for SNA, though we believe that earnings growth will be largely limited without underlying profitability inflecting higher. Tariffs and rising material costs ate into SNA's bottom-line during Q1, though organic sales growth was more of a positive. Demand headwinds with OEM dealerships contributed to our revision in EPS growth assumptions for 2026 and 2027, with Repair Systems now set to be less of a contributor to organic sales expansion, in our view.
$SNA
US Markets
Cava Could Beat Quarterly Same-Store Sales Views, Lift 2026 Outlook Amid Continued Momentum, RBC Says
Cava Group's (CAVA) first-quarter same-store sales are expected to top Wall Street's estimates amid continued momentum, which could prompt the company to raise its full-year outlook, RBC Capital Markets said in a note e-mailed Friday.The brokerage projects the fast-casual restaurant chain's same-store sales for the quarter to rise 6%, while the Street is looking for 5.9% growth, according to the RBC note to clients. Cava is scheduled to report results May 19."Thus far this earnings season, restaurant winners (and) losers have largely been defined by sensitivity to (the Middle East) conflict-related macro headwinds," RBC analyst Logan Reich said. "For Cava, we don't think their traffic is materially impacted, where their relatively high-income consumer exposure should insulate them from higher gas prices."Energy prices have jumped as the US-Israel war with Iran has curtailed shipments through the crucial Strait of Hormuz. The war, which started at the end of February, paused following a recent ceasefire between Washington and Tehran, though a framework for a permanent truce is yet to be reached.US retail gasoline prices averaged $4.392 per gallon Friday, compared with $3.187 a year ago, according to data from AAA, a travel organization that tracks fuel prices in the country.Cava started the year with comparable sales momentum, which could continue through 2026 amid "menu innovation, digital improvements, and easing compares," Reich said. These factors could help drive upward revisions to the company's own full-year outlook for same-store sales to grow between 3% and 5%, which the brokerage said was "conservative."RBC raised its price target on Cava's stock to $100 from $90 with an outperform rating.The company's shares were down 2.5% in Friday late-afternoon trade. So far in 2026, the stock has surged 56%.Despite the shares' significant year-to-date outperformance, RBC said it's leaning "constructive" into Cava's upcoming results."We theorize there's potential consumer reversion towards the fast-casual category this year, as consumers could increasingly prioritize healthier (and) wellness, which Cava should benefit from, following a material slowdown across the category in (2025) as quick-service chains took share driven by incremental value offerings," Reich said.Price: $91.09, Change: $-2.33, Percent Change: -2.49%
$CAVA