-- 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：PLTR本季業績再創新高，營收達16.33億美元，年成長85%，季增16%，超出預期，並比市場普遍預期高出9,000萬美元。調整後每股盈餘為0.33美元，GAAP每股盈餘為0.34美元，皆超出華爾街預期0.05美元。 「40法則」得分達到145%，高於第四季的127%。 85%的年成長率創下PLTR歷史新高，主要得益於美國市場的強勁成長勢頭，該市場營收年增104%，達到12.82億美元，翻了一番還多。其中，美國商業收入為5.95億美元，年增133%；政府收入為6.87億美元，較去年同期成長84%。在經歷了六個季度的低迷表現後，國際商業收入重回兩位數成長，年增26%。獲利能力指標大幅提升，GAAP營業利益率達46%，調整後營業利益率達60%。管理層大幅調高2026財年全年業績預期至76.5億美元至76.62億美元（年增71%），較先前預期上調10個百分點，並顯著高於市場普遍預期的72.77億美元。
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Regis Resources to Acquire Vault Minerals in Merger of Equals
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Regis Healthcare to Benefit from Higher Govt Spending on Aged Care, Says Jefferies
Regis Healthcare (ASX:REG) is expected to reap benefits from higher government funding into aged care sector, Jefferies said Monday in a note, adding that it is awaiting clarity from the upcoming federal budget announcement this month.The government has announced plans for a AU$3 billion investment in aged care, which includes an increased accommodation supplement.The investment firm assumes that if 40% of Regis' residents received a AU$15 higher daily accommodation supplement, the company could see around a 10% boost in EBITDA per place over 12 months. Regis expects fiscal 2026 underlying EBITDA of around AU$135 million.Jefferies is also confident in the company's fiscal 2027 outlook despite near-full occupancy as Regis continues to expand its portfolio and increase the proportion of residents paying Refundable Accommodation Deposit (RAD). The company reported average occupancy of 95.9% in mature homes in the third quarter.Jefferies maintained a buy rating and increased its price target by 35% to AU$9.
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