-- 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：Match Group公布的第一季度业绩显示，营收为8.64亿美元（同比增长4%），超出市场普遍预期的8.54亿美元；调整后EBITDA为3.43亿美元（同比增长25%），远超此前3.17亿美元的预期，反映出公司运营纪律的改善。本季度最令人鼓舞的进展是Tinder的复苏势头，各项用户参与度指标均有所改善，包括Sparks覆盖率同比增长6%，月活跃用户数降幅收窄至7%，为31个月以来的最低水平。管理层给出的第二季度营收预期为8.5亿至8.6亿美元，其中已考虑了Tinder用户体验测试和Azar持续面临的压力等预期不利因素。Hinge继续保持强劲增长势头，营收增长28%至1.94亿美元，正朝着10亿美元的目标稳步迈进。我们认为，Tinder 用户参与度的提升验证了其转型战略，尽管盈利模式的转变仍较为缓慢，营收同比增长仅为 2%。公司的效率提升举措将助力其重振旗鼓，目标是在 2027 年实现 Tinder 的复苏。
Related Articles
Asia
Anteris Technologies Enrolls First US Patients in PARADIGM Trial; Shares Up 6%
Anteris Technologies (ASX:AVR) has enrolled and successfully treated the first US patients in its PARADIGM global pivotal trial of the DurAVR transcatheter heart valve for severe calcific aortic stenosis, according to a Wednesday Australian bourse filing.The procedures were carried out at Montefiore Medical Center in New York, the filing added.The company's shares rose 6% in recent Wednesday trade.
$ASX:AVR
Research
Research Alert: CFRA Maintains Hold Rating On Shares Of Ballard Power System Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We increase our target price from CAD4.20 to CAD6.40, applying a price-to-sales multiple of 13x our 2026 sales-per-share view (CAD0.49 using a USD/CAD exchange rate of 0.73x). We adjust our 2026 loss per share (LPS) estimate to -USD0.19 from -USD0.23 and our 2027 LPS view to -USD0.11 from -USD0.15. BLDP reported Q1 2026 revenue of USD19.4M, up 26% Y/Y, driven by strong growth in rail (up 4,472% to USD5.1M) and stationary power (up 775% to USD5.2M), though Bus revenue declined 46% to USD6.8M due to delivery timing and EU funding delays. Q1 results showed encouraging metrics, and we see potential upside from major design wins with Wrightbus and Solaris for next-generation hydrogen bus platforms and a multiyear 50 MW agreement with New Flyer. However, its declining backlog remains a concern. The 12-month order book declined 2% to USD52.8M, while the total backlog fell 5% to USD112.9M. We applaud improving gross margin trends, reflecting successful execution of its cost reduction initiatives.
$BLDP
Research
Research Alert: CFRA Maintains Hold Rating On Shares Of Ballard Power System Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We increase our target price from $3.00 to $4.70, applying a price-to-sales multiple of 13x our 2026 sales-per-share view of $0.36. We adjust our 2026 loss per share (LPS) estimate to -$0.19 from -$0.23 and our 2027 LPS view to -$0.11 from -$0.15. BLDP reported Q1 2026 revenue of $19.4M, up 26% Y/Y, driven by strong growth in rail (up 4,472% to $5.1M) and stationary power (up 775% to $5.2M), though Bus revenue declined 46% to $6.8M due to delivery timing and EU funding delays. Q1 results showed encouraging metrics, and we see potential upside from major design wins with Wrightbus and Solaris for next-generation hydrogen bus platforms and a multiyear 50 MW agreement with New Flyer. However, its declining backlog remains a concern. The 12-month order book declined 2% to $52.8M, while the total backlog fell 5% to $112.9M. We applaud improving gross margin trends, reflecting successful execution of its cost reduction initiatives.
$BLDP