-- 週三，美國股市收高，標普500指數和那斯達克指數均創下新高。此前，美伊和平協議談判接近達成，而AMD（超微半導體）第一季業績領漲半導體股。 * 根據Axios報道，白宮即將就一份僅一頁紙的諒解備忘錄達成一致，該備忘錄旨在結束與伊朗的戰爭，並為就德黑蘭的核計劃展開更詳細的談判奠定基礎。 Axios引述兩位美國官員和另外兩位知情人士的消息稱。 * 美國ADP就業數據週三顯示，4月美國私部門就業人數成長，非農業就業數據將於本週稍後公佈。私部門新增就業人數10.9萬個，創下自2025年1月以來的最快增速，高於彭博社先前匯總的12萬個預期。 * 6月交割的西德州中質原油期貨價格下跌7.23美元，收在每桶95.04美元；全球基準布蘭特原油期貨價格下跌8.59美元，收在每桶101.28美元。 * 晶片製造商AMD股價上漲超過18%，成為標普500指數和那斯達克指數漲幅最大的股票之一。此前，該公司隔夜公佈了強於預期的第一財季業績，並發布了樂觀的第二財季營收預期。 * 雲端網路公司Arista Networks (ANET)股價下跌近14%，成為標普500指數中表現最差的股票之一。此前，該公司週二晚間發布的第二財季營收預期略低於市場預期。
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Research Alert: Apa: Q1 Strength In Crude Oil Pricing; Eps Beat And Robust Fcf
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Research Alert: Wsp Q1: Trc Completion + Ebitda Margin Expansion = Positive Start To Year
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:WSP reported a double beat quarter with net revenues of CAD3,709M, narrowly beating consensus by 1% and growing 10.8% Y/Y, while adjusted EPS of CAD2.21 rose 25.6% and beat consensus by 7%. Adjusted EBITDA margin expanded 80 bps to 16.8% as adjusted EBITDA increased 16.5% to CAD622.2M, near the high end of management's outlook range. Organic growth of 5.0% combined with 9.0% acquisition growth from the TRC and Ricardo acquisitions drove the revenue increase, with adjusted net earnings climbing 29.9% to CAD297.7M. Management noted a CAD50M Q/Q improvement in free cash flow when adjusting for prior-year factoring benefits, though free cash flow shifted to an outflow of CAD29M. Long-term debt increased significantly to CAD7,259.8M from CAD3,441.8M following TRC acquisition financing, pushing the leverage ratio above the target range to 2.3x. Backlog reached CAD19.7B, up 19.0%, representing 11.5 months of revenue, while days sales outstanding improved to 67 days from 70 days.
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Research Alert: Ptc Lifts Fy 26 Eps Guidance, Helped By Share Repurchases And Margin Expansion
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:PTC delivered Q2 FY 26 (Mar-Q) results well above the Street, with sales of $774M (+22% Y/Y) vs. the $713M expected and non-GAAP EPS of $2.69 (vs. $2.11), reflecting 50% Y/Y growth, led by 600 bps of Y/Y non-GAAP operating margin expansion to 53%. Constant currency annual recurring revenue (ARR) growth of 8.5% to $2.39B landed at the top of PTC's guidance range but decelerated from Q1's 9.0%, while operating cash flow surged 14% to $321M (vs. 13% growth in Q1). Management maintained its FY 26 ARR growth guidance at 7.5%-9.5% and kept FCF expectations at $850M, but raised its non-GAAP EPS midpoint to $7.78 from $7.60. We see support from accelerated share repurchase activity, including $625M in Q2 and $1.275B planned in FY 26, reflecting strong cash generation and a commitment to shareholder returns while maintaining a conservative debt-to-EBITDA ratio (0.8x exiting Q2). The completion of the Kepware and ThingWorx divestitures in March should allow PTC to sharpen its focus on core CAD, PLM, and ALM solutions.
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