-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师总结如下：我们将12个月目标价从450美元上调至480美元，市盈率约为23倍，远低于我们此前对2027财年每股收益20.70美元的预期，远低于历史平均水平，以反映软件方面的担忧和更高的支出计划。在3月季度业绩好于预期之后，我们将2026财年（截至6月）每股收益预期从16.17美元上调至16.78美元，并将2027财年每股收益预期从18.89美元上调至19.15美元。我们预计2028财年每股收益为22.43美元。Azure在3月季度实现了40%的增长，这令我们感到鼓舞；而微软365 Copilot在投资者担忧的情况下表现令人惊喜，目前付费席位已超过2000万。尽管该公司大幅提高了资本支出预期，计划在2026财年投资约1900亿美元，但我们认为投资者已经预料到这一显著增长，并认为这将支撑其增长。我们预计该公司将战略性地向“席位+消费”模式转型，以更好地使定价与其人工智能产品的价值和使用强度相匹配。尽管消费者和游戏业务略显疲软，但我们对2027财年第二季度的前景和预期依然稳健。
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International
Canada's Economy Remains on "Shaky Grounds" Based On GDP, While Payroll Data "Paint An Even More Fragile Picture", Says Desjardins
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Australia
Hubbell Q1 Adjusted Earnings, Net Sales Increase
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