-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師總結如下：Digital Realty Trust公佈了2026年第一季穩健的業績，營收達16.4億美元（年成長16.2%），超出市場預期3,400萬美元，主要得益於開發專案交付的持續成長和租金上漲。租賃活動創下歷史新高，總預訂額達7.07億美元，其中DLR的份額為4.23億美元，凸顯了全球市場人工智慧相關需求帶來的強勁營運動能。該公司在人工智慧推理工作負載方面的優勢體現在其0-1兆瓦及互聯類別的9800萬美元預訂額上，其中7900萬美元來自0-1兆瓦細分市場，1900萬美元來自需要低延遲基礎設施的互聯服務。第一季也達成了該公司史上規模最大的超大規模租賃協議，凸顯了人工智慧訓練需求的龐大規模。我們相信，DLR 在滿足人工智慧基礎設施需求方面具有得天獨厚的優勢，尤其是在支援從人工智慧訓練到推理工作負載的關鍵過渡的高連接性、低延遲網路方面。
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Research Alert: CFRA Maintains Hold Rating On Shares Of United Rentals Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our 12-month target price to $1,100 from $950 following a strong first quarter, valuing shares at 20.5x our 2027 EPS outlook of $54.28 (in line with previous estimate; 2026 EPS also in line). We believe a higher multiple is justified given URI's firming market leadership within an expanding rental equipment industry. A robust Q1 beat enabled URI to raise its full-year revenue guidance to $16.9B-$17.4B and adjusted EBITDA to $7.625B-$7.875B, citing momentum heading into a busy season. With leverage well below historical levels, we believe accretive M&A deals could serve as a potential catalyst for additional guidance increases. Margin compression has been a sticky issue for URI, but Q1 indicated that pricing may have turned around and that headwinds are starting to ease as quarterly results begin to lap when tariff-related inflation began to pick-up. We remain cautious on margins, though are encouraged by signs of stabilization. New project activity is likely supporting pricing trends, in our view.
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Equities
Petro Rabigh Emerges From Loss in Q1; Revenue Grows
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Research
Research Alert: CFRA Keeps Buy Opinion On Shares Of The Hartford Insurance Group, Inc.
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 price by $8 to $155, valuing HIG shares at 11.3x our 2026 operating EPS estimate of $13.75 (cut by $0.45) and at 10.6x our 2027 EPS estimate of $14.65 (cut by $0.30), vs. the shares' one-year average forward multiple of 10.3x and peer average of 13x. Q1 EPS of $3.09 vs. $2.20 a year ago missed our $3.60 estimate and $3.39 consensus view. Operating revenue growth of 6.2% was in line with our 6%-10% forecast, amid 5.3% earned premium growth, 13% higher net investment income, and 7.9% fee revenue growth. Q1 written premium growth of 4% and full-year 2025 growth of 7% bode well for 2026 revenue trends as premiums are earned. Underwriting results improved significantly, with Personal Lines combined ratio improving to 87.7% from 106.1% and underlying combined ratio to 85.0% from 89.7%. Business Insurance combined ratio was stable at 94.8%. Weighing the Q1 EPS miss with HIG's decent top-line growth and discounted valuation to peers, we view the shares as undervalued.
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