FINWIRES · TerminalLIVE
FINWIRES

產業動態:科技股週四下午下跌

By

-- 週四下午,科技股走低,道富科技精選產業SPDR ETF (XLK)下跌0.4%,道富SPDR標普半導體ETF (XSD)下跌1.9%。 費城半導體指數下跌2.9%。 公司新聞方面,Snap (SNAP)第一季虧損收窄幅度超出市場預期,但這家社群媒體公司在北美廣告業務方面持續面臨不利因素,並受到中東衝突高達2,500萬美元的影響。其股價下跌2.8%。 根據一份文件顯示,Meta Platforms (META)已請求洛杉磯法官推翻陪審團的裁決。該裁決認定該公司應對一名女性的憂鬱症負責,此案涉及社群媒體平台是否旨在使年輕用戶上癮。 Meta股價上漲0.4%。 軟體製造商Datadog (DDOG)週四上調了全年業績預期,此前該公司公佈的第一季業績超出華爾街預期。其股價上漲了26%。

Related Articles

Mining & Metals

Earnings Flash (JWEL.TO) Jamieson Wellness Posts Q1 Adjusted EPS C$0.17 per Share; Diluted EPS $0.21

$JWEL.TO
Research

Research Alert: CFRA Lowers Opinion On Shares Of Papa John's International 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 lower our 12-month target by $4 to $35, 19x our 2026 EPS estimate (down from 20x), a discount to its 26x five-year average justified by competitive headwinds in the pizza quick service restaurant (QSR) industry. We lower our 2026 EPS estimate to $1.83 from $1.94 and 2027's to $2.35 from $2.37. Following Q1 results that included a disappointing performance in North America comp growth (-6.4%), we are lowering our opinion to Hold from Buy. Our previous thesis rested upon the potential for PZZA to translate improvements in its loyalty program, menu, and sales channels into more sustainable comp growth. However, momentum seen in 1H 2025 has faded. In our view, the company's plan to close 300 North American store locations highlights competitive pressures from pizza QSR peers. As a result, PZZA's margin and free cash flow profile have deteriorated more than we thought. Our new Hold opinion contemplates comp momentum in international markets, which is offsetting North American underperformance.

$PZZA
Australia

Earnings Flash (CRWV) CoreWeave Posts Q1 Per Share Loss $-1.40, vs. FactSet Est of Loss $-1.18

Price: $128.97, Change: $-9.01, Percent Change: -6.53%

$CRWV