-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點摘要如下：NICE公佈的第一季非GAAP每股收益為2.64美元，超出市場預期0.12美元，但年減8%，低於去年同期的2.87美元。總營收為7.686億美元，年增10%，超出預期和市場預期，其中雲端業務營收為6.034億美元，年增14.6%。人工智慧年度經常性收入年增66%，所有CXone企業級交易均包含人工智慧功能，顯示NICE的AI原生平台得到了廣泛應用。然而，非GAAP營業利潤率年減450個基點至26.0%，主要原因是策略性人工智慧投資和Cognigy整合成本導致營運費用增加。我們認為，隨著NICE加大對人工智慧能力的投資，利潤率壓力只是暫時的。該公司強勁的現金流（1.792億美元）支撐了2.53億美元的股票回購，顯示管理層致力於在此投資階段實現資本回報。管理層將2026財年全年每股收益預期從10.85-11.05美元上調至10.98-11.18美元，高於預期，同時重申了31.7億美元-31.9億美元的營收預期。 NICE也將雲端業務成長預期從14.5%-15%下調至13%-15%。
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Copper Lake Resources to Launch 20-For-1 Reverse Stock Split
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US Total Crude Oil Stocks Fall in Week Ended May 1
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Research
Research Alert: L: Q1 Revenue And Eps Miss, Though Results May Not Be Comparable To Consensus
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:L's Q1 revenue of CAD14.4B (+4% Y/Y) missed consensus by CAD90M, while adjusted EPS of CAD0.49 (+9% Y/Y) fell short of CAD0.52 estimates, though we think PC Financial's presentation in discontinued operations may affect comparability. Food retail same-store sales of 2.4% accelerated from Q4's 1.5%, with drug retail posting 4.1% growth. We view the solid same-store sales momentum as encouraging, particularly given internal food inflation remained well below the 4.4% CPI, indicating L's strong value proposition. Management reiterated 2026 guidance for high single-digit EPS growth and CAD2.4B in gross capex. Store expansion accelerated with 13 net openings, including five hard discount locations, aligning with consumer preference shifts toward value formats. Strong FCF of CAD621M (+189% Y/Y) supported aggressive share repurchases of CAD648M. We believe the pending PC Financial divestiture in Q3 2026 will simplify operations and provide additional capital flexibility for core retail growth.
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