-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。近年の成長と利益率の転換点を踏まえ、目標株価を54ドル引き上げ、211ドルとします。これは、2027年のEPS予想の30倍に相当し、TWLOの過去3年間の平均（約22倍）を上回ります。2026年のEPS予想を0.51ドル引き上げ5.92ドルに、2027年のEPS予想を0.65ドル引き上げ7.02ドルとします。TWLOの2026年のオーガニック売上高成長率予測は、約8.5%から10%へと大幅に上昇しました。第1四半期の好調な業績（+16%）が年間を通して維持される可能性が高く、上振れ余地があると見ています。AIネイティブ製品への需要の高まりにより、複数の製品を利用する顧客が増加しており（前年同期比+29%、第4四半期は+26%）、これらの顧客が急速に規模を拡大していく中で、長期的な成長余地があると見ています。収益性の向上は依然として重要な推進力であり、第1四半期の営業利益率は非GAAP（前年同期比+160bps）とGAAP（同+600bps）の両方で目覚ましい結果となり、SBCは前四半期の11%から10%に低下しました。当社は、TWLOがエージェント型AI活動の拡大による上昇余地は、「バイブコーディング」によるAIの競争リスクをはるかに上回ると考えており、初期の結果では通信インフラにサードパーティを利用することを好む傾向が明確に示されています。
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Research Alert: CFRA Maintains Buy Opinion On Shares Of Cms Energy Corporation
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Market Chatter: SoftBank-Backed Opay Taps Citi, Deutsche, JPMorgan for US IPO
Opay Digital Services has hired Citigroup (C), Deutsche Bank (DB), and JPMorgan (JPM) as the Nigerian payments platform prepares for an initial public offering in the US, Bloomberg reported Friday, citing people familiar with the matter.The SoftBank-backed company is seeking a valuation of $4 billion in its debut and may sell the shares later this year, the people reportedly said.Citigroup declined to comment to. Deutsche and JPMorgan did not immediately respond, while Opay was unreachable.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $127.59, Change: $-0.39, Percent Change: -0.30%
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Life Time Set for Strong Q1 Comparable Club Growth, UBS Says
Life Time (LTH) is expected to post robust comparable club growth in Q1, with slightly better-than-expected revenue and EBITDA, as investors focus on concerns around member growth metrics per center and spending trends in a softer macro environment, UBS Securities said Friday.Ahead of the company's Q1 results on Tuesday, the investment firm said it sees upside to its Q1 EBITDA estimate of $215 million and expects comparable club revenue growth of about 7% to 7.5%.UBS said the key investor debate centers on whether the company can sustain growth in revenue per member and overall club economics amid pressure on consumer spending.The brokerage also noted that Life Time could continue repurchasing stock from sponsors, helping reduce overhang, while keeping leverage below its 2x target.UBS has a buy rating on the stock, with a price target of $43.Price: $26.68, Change: $-0.13, Percent Change: -0.50%
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