-- 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：我們將目標股價從85美元上調至86美元，基於2027年每股收益4.08美元的預期，預期本益比為21倍，低於歷史平均。我們將2026年每股盈餘預期從3.52美元上調至3.59美元，並將2027年每股盈餘預期從4.06美元上調至4.08美元。 TRMB第一季業績強勁，營收達9.399億美元，年增12%，其中AECO業務的有機營收和年度經常性收入（ARR）均增長14%，現場系統業務增長12%，運輸與物流業務儘管面臨貨運市場逆風，仍實現了7%的增長。 ARR達到創紀錄的24.35億美元，有機成長13%，進一步鞏固了其商業模式的穩健性。非GAAP營業利益率提升230個基點至25.9%，非GAAP毛利率提升180個基點至71.0%，我們預期隨著訂閱營收的成長，利潤率將持續提升。我們注意到，該公司核心業務穩步發展，同時透過新產品和與人工智慧實驗室的合作，不斷增強人工智慧領域的成長動能。管理層重申了其2027年目標，這進一步鞏固了我們對該公司的樂觀看法，但宏觀風險仍需密切關注。
Related Articles
Sectors
Update: Gold Rises Again on Prospects the Iran War is Nearing an End
(Updates prices.)Gold rose for a third-straight session midafternoon Thursday on optimism a deal to end the war on Iran may be near, cutting into oil prices and pushing the dollar lower amid easing fears the supply shock around the war would boost inflation and force higher interest rates.Gold for June delivery was last seen up US$20.60 to US$4,714.00 per ounce, after rising by US$125,80 on Wednesday.The rise comes amid optimism the United States and Iran are closer to a peace deal. The Wall Street Journal reported the two countries are working with mediators to come up with a framework to resume negotiations, with talks in Pakistan beginning as soon as next week on a 14-point memorandum of understanding offered by the Trump Administration.Traders have been cautious about turning to gold as a safe haven during the economic turmoil that followed Iran's blockade of the Strait of Hormuz, blocking exports from Persian Gulf nations that supplied 20% of global oil demand. The high oil prices that followed the Feb. 28 start to the war has boosted inflation, heightening worries central banks will raise rates to slow demand, concerns eased by the prospect of talks that could bring an end to hostilities."Gold's reaction to ceasefire optimism yesterday reinforces our view that the underpinnings for gold remain intact and increases our conviction in our long-held call for gold to trade mostly in the $4500-5000/oz range this year," Christopher Louney, a gold and natural gas strategist at RBC Capital Markets, wrote.The dollar edged higher, with the ICE dollar index up 0.0 points to 98.11. Treasury yields rose, with the yield on the U.S. two-year note last seen up 4.9 basis points to 3.919%, while the 10-year note was paying 4.393%, up 4.2 points.
$GCM6$GLD
Australia
EXp World Acquires NextHome, Changes Ticker Symbol to 'AGNT'
EXp World (EXPI) said Thursday it has acquired NextHome, a national real estate franchise.NextHome brings a scalable franchise model into the ecosystem with more than 500 franchisees across the US, the company added.In conjunction with this acquisition, the company said it will begin trading under the new symbol "AGNT" on Nasdaq, effective at the market open on Friday.Shares rose more than 4% in Thursday trading.Price: $6.78, Change: $+0.26, Percent Change: +3.91%
$AGNT$EXPI
Australia
Utz Brands' Underlying Growth Remains Strong, RBC Capital Markets Says
Utz Brands' (UTZ) quarter-to-date trends appear soft but underlying growth remains solid, driven by distribution gains, innovation, and California expansion momentum, RBC Capital Markets said in a note Thursday.Management is optimistic that the company's new products will support topline growth and that the company is well-covered for most of the year on fuel, agricultural commodities, and freight, easing inflationary concerns, according to the note.Full-year guidance for the salty snacks category still assumes an approximately flat growth, which analysts said is appropriate given the noisy Q1 and consumer environment.Following the roughly in-line Q1 results and reaffirmed guidance, the brokerage said it is adjusting its 2026 estimates to reflect organic sales growth of 2.5%, EBITDA growth of 6%, and an EPS decline of 4.1%.RBC Capital Markets maintained its outperform rating on the stock, with a price target of $15.Shares of Utz Brands were down 5% in Thursday trading.Price: $7.88, Change: $-0.42, Percent Change: -5.06%
$UTZ