-- 美國銀行證券週三發布的一份報告指出，DigitalOcean (DOCN) 有望成為智能體人工智慧的受益者，其計劃中的容量擴張以及推理工作負載比例的提高預計將推動其長期營收和自由現金流增長。 該券商表示，DigitalOcean 第一季業績強勁，並上調了 2026 年營收成長預期。該公司目前預計 2027 年營收將成長超過 50%，高於先前約 30% 的預期。 DigitalOcean 還計劃在 2027 年新增 60 兆瓦的容量，這將使其總承諾容量達到約 135 兆瓦。 該投資公司表示，DigitalOcean 已建立了一個「穩固的」智慧體人工智慧平台，並將在可預見的未來大幅增加容量以滿足需求。報告指出，投資增加預計將在短期內對自由現金流利潤率構成壓力。 美國銀行將該公司2026年的調整後每股盈餘預期從1.11美元上調至1.29美元。 FactSet調查的分析師預期為1.22美元。 該行重申了對該股的「買入」評級，並將目標價從107美元上調至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%