-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下：我们维持45加元的目标价。该目标价基于17.0倍的市盈率，并基于我们对2027财年每股收益（EPS）的预期。我们将2026财年调整后每股收益从2.45加元略微下调至2.36加元，并维持对2027财年每股收益2.65加元的预期。无论从相对价值还是绝对价值来看，目前的估值仍然偏高，均高于长期估值上限。阿尔伯塔省的电力基础设施无疑是一个优质的地域和主题细分市场，但历史经验表明，这种估值水平不会持续太久，我们认为每股收益的增长不太可能大幅拉低估值。过去的业绩并不一定预示着未来的表现，但我们认为没有理由进一步提高市盈率。
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$DXC
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Research Alert: Net: Soft Guidance Offsets Q1 Beats; Announces Workforce Restructuring
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:NET delivered strong Q1 2026 results, with revenue of $639.8M (+34% Y/Y), beating consensus by $17.2M, while non-GAAP EPS of $0.25 improved 56% from $0.16 in the prior year, exceeding estimates by $0.02. Non-GAAP gross margins compressed to 72.8% from 77.1% Y/Y due to infrastructure investments for AI workloads, though operating leverage remained strong, with margins of 11.4% declining only 30 bps. Management announced a significant AI-first transformation, planning to reduce its workforce by ~1,100 people, with $140M-$150M in restructuring charges. For Q2 2026, NET expects revenue of $664M-$665M (~30% growth) with non-GAAP EPS of $0.27, while full-year guidance calls for $2,805M-$2,813M in revenue (~29% growth), below the Street's projections of $2,797M after incorporating the beat, and EPS of $1.19-1.20. Free cash flow surged 59% to $84.1M (13% of revenue), reflecting strong fundamentals, while the balance sheet remains robust with $4.16B in cash and securities.
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Research Alert: Draftkings Beats Estimates; Maintains Full-year Guidance
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