-- 美国银行证券周三发布的一份报告指出，DigitalOcean (DOCN) 有望成为智能体人工智能的受益者，其计划中的容量扩张以及推理工作负载比例的提升预计将在长期内推动营收和自由现金流的增长。 该券商表示，DigitalOcean 第一季度业绩强劲，并上调了 2026 年的营收增长预期。该公司目前预计 2027 年的营收增长率将超过 50%，高于此前预测的约 30%。DigitalOcean 还计划在 2027 年新增 60 兆瓦的容量，这将使其总承诺容量达到约 135 兆瓦。 该投资公司表示，DigitalOcean 已构建了一个“稳固的”智能体人工智能平台，并将在可预见的未来大幅增加容量以满足市场需求。报告指出，投资的增加预计将在短期内对自由现金流利润率构成压力。 美国银行将该公司2026年的调整后每股收益预期从1.11美元上调至1.29美元。FactSet调查的分析师预期为1.22美元。 该行重申了对该股的“买入”评级，并将目标价从107美元上调至200美元。
Price: $152.65, Change: $-0.13, Percent Change: -0.08%
Aptiv (APTV) stock sell-off post Q1 results was unwarranted and likely driven by the lower-than-expected Q2 guide and rising cost pressures with 2026 more back-half weighted that appears like a steep ramp, UBS said in a Wednesday research report.While Q2 is impacted by "stranded cost" and Ford Motor (F) volume timing, H2 ramp looks more achievable than optics suggest amid positive developments in China and the non-auto segments, analysts wrote.The company expects positive growth from China in Q2, driven by new programs and normalization of production at key customer, the brokerage stated.Commodity headwinds should abate in H2 as recoveries lag, UBS said.The brokerage said it reiterated its buy rating on the stock and price target of $80 per share.Aptiv shares were up 4% in Wednesday trading.Price: $56.47, Change: $+1.64, Percent Change: +2.99%
Price: $15.79, Change: $-4.34, Percent Change: -21.55%
Ocular Therapeutix (OCUL) is moving closer to a potential US Food and Drug Administration filing for axpaxli, its long-acting treatment for wet age-related macular degeneration, as regulators begin formal discussions on a single-trial approval path, RBC Capital Markets said Tuesday in a report.Management said talks with the FDA are now ongoing, raising the possibility of submitting an application based on the company's successful pivotal study, rather than waiting for a second trial that is due to read out in early 2027, RBC said.The company plans to provide additional regulatory and program updates at an investor day on June 17, RBC said.Ocular continues to target a potential 2027 launch for axpaxli under a single-trial filing strategy, and RBC reiterated its view that the drug has a "positive benefit/risk profile."RBC maintained its rating of outperform, speculative risk, on Ocular stock with a $30 price target.Price: $9.84, Change: $+0.13, Percent Change: +1.29%