-- 美國銀行證券週三發布的研究報告指出，Block（XYZ）在5月7日公佈第一季業績之際，基本面似乎更加穩健，因為其以人工智慧驅動效率提升為核心的成本重組已初見成效，生產效率初步提高。 分析師表示，公司在利潤率、獲利模式和資本配置方面穩健的執行力和嚴謹的訊息傳遞，可望推動股價上漲。 該券商也指出，人工智慧驅動的效率提升措施也開始協助利潤率擴張和單位經濟效益改善，增強了市場對公司2026財年業績指引的信心。 報告稱，隨著Cash App推廣活動帶來的額外獲利開始顯現，市場將關注公司業績是否足以支撐更高的營收或獲利預期。 美國銀行維持對該股的「買入」評級，並將目標價上調至100美元。
Price: $72.44, Change: $+0.69, Percent Change: +0.96%
Axis Bank (NSE:AXISBANK, BOM:532215) consolidated net profit increased to 76.0 billion Indian rupees in the quarter ended March 31, against 74.8 billion rupees a year ago, according to a Saturday filing to the Indian stock exchanges.The banks' shares were down over 3% in Monday's trade.Earnings per share climbed to 24.33 rupees compared with the year-ago figure of 24.01 rupees.Interest earned by the lender in fiscal Q4 also grew year on year to 341.7 billion rupees from 324.5 billion rupees a year earlier.The board of directors recommended a dividend of 1 rupee per share for the financial year ended March 31.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our 12-month target price by $3 to $153, assuming an EV/EBITDA of 7.0x our 2027 EBITDA estimate, above NEM's three-year average forward EV/EBITDA of 6.5x and above peers' 6.0x. We raise our 2026 EPS estimate by $1.67 to $10.31 and our 2027 EPS forecast by $2.09 to $12.89. Newmont remains on track to deliver its 2026 guidance of 5.3 million gold ounces, though management characterizes 2026 as a trough year due to planned mine sequencing at several operations. The company is well-positioned for production growth beginning in 2027, with a longer-term outlook of approximately 6 million ounces of gold and 150,000 tonnes of copper annually. Key growth drivers include completion of Tanami Expansion 2 (2H 2027), ongoing development of Cadia panel caves, and the Ahafo North ramp-up. NEM's world-class portfolio, coupled with robust free cash flow generation in a supportive gold price environment, supports sustained capital returns through its enhanced capital allocation framework.
Aye Finance's (NSE:AYE, BOM:544699) consolidated profit rose sharply to 859.1 million Indian rupees in the fiscal fourth quarter ended March 31, from 407.0 million rupees a year ago.The financial services company's earnings per share came in at 3.85 rupees from 2.09 rupees a year ago, according to a Monday filing to the Indian bourses.Revenue from operations in fiscal Q4 also increased to 5.28 billion rupees from 4.09 billion rupees a year ago.The company's shares were up over 4% in recent trade.