美國財政部調高第二季借款預期

PJX Resources Adopting Semi-Annual Financial Reporting

Research Alert: Vertex Reports Mixed Q1, Reaffirms Full-year 2026 Financial Guidance

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Vertex delivered mixed Q1 results with revenue of $2.99B (+8% Y/Y) falling $10M short of expectations, though non-GAAP EPS of $4.47 (+10% Y/Y) beat the consensus by $0.16. The quarter demonstrated successful execution of VRTX's multi-product launch strategy, with ALYFTREK generating $424.4M (vs. $53.9M prior year), CASGEVY contributing $42.9M (+202% Y/Y), and JOURNAVX adding $29.0M in its second commercialization year. Recent FDA label extensions for ALYFTREK and TRIKAFTA expanded CF patient eligibility to ~95% in the U.S., adding roughly 800 more patients. VRTX maintained its 2026 guidance unchanged with total revenue expectations of $12.95B-$13.1B and non-CF product revenue of $500M or greater. We view the operating leverage positively, with revenue growth outpacing expense increases, and believe the diversification strategy beyond CF continues to gain traction with meaningful contributions from newly launched therapies across multiple therapeutic areas.

Palantir Technologies Raises 2026 Revenue Guidance After First-Quarter Beat

Palantir Technologies (PLTR) late Monday raised its 2026 revenue outlook following first-quarter results that outperformed Wall Street expectations as the software maker's US sales more than doubled.Adjusted earnings totaled $0.33, compared with the FactSet-polled consensus of $0.28. Consolidated revenue improved 85% to $1.63 billion, ahead of the Street's view for $1.54 billion.US revenue advanced 104% year over year to $1.28 billion in the first quarter, with commercial sales more than doubling from last year, Palantir said.Shares were up 0.6% in after-hours trade.Palantir's software is used by both government and commercial enterprises, including the American defense sector. Its Artificial Intelligence Platform drives automation across operational processes.Late last month, Wedbush Securities expected Palantir to log a strong first-quarter performance, driven by its AIP, which accelerated demand from government and commercial clients."We continue to believe Palantir has the potential to be a trillion-dollar market cap company in the next few years as the AI revolution takes hold and the company sees accelerating demand for its AI products and services," Wedbush analysts, including Dan Ives, said.For 2026, the company raised its revenue outlook to between $7.650 billion and $7.662 billion from $7.182 billion and $7.198 billion, reflecting an upgraded outlook for the US commercial business. Market projections point to consolidated sales of $7.25 billion.Palantir forecasts second-quarter revenue of $1.797 billion to $1.801 billion, compared with the Street's $1.68 billion estimate.Palantir is expanding its federal footprint, including a recent $300 million Department of Agriculture contract to manage farmland assets amid rising geopolitical risks, Ives said. The company is also eyeing a deal with the Federal Aviation Administration to integrate AI tools for air traffic controls."With the company continuing to strategically innovate its product suite while investing in top talent and maintaining a global presence, we believe that (Palantir) has a golden path to become the next stalwart software company over the coming years and will grow into its valuation," Wedbush said.The stock is down nearly 18% year to date through Monday's close.