-- 迪堡多富 (DBD) 股价周四下跌 6%，此前该公司公布了第一季度财务业绩。 这家企业软件提供商公布的第一季度调整后净利润为每股 0.67 美元，高于去年同期的 0.37 美元。 FactSet 调查的分析师此前预期为每股 0.62 美元。 截至 3 月 31 日的第一季度净销售额为 8.918 亿美元，高于去年同期的 8.411 亿美元。 FactSet 调查的分析师此前预期为 8.462 亿美元。 该公司表示，仍预计 2026 年调整后每股收益为 5.25 美元至 5.75 美元。 FactSet 调查的三位分析师此前预期为每股 5.49 美元。 全年营收预计仍将在 38.6 亿美元至 39.4 亿美元之间。 FactSet 调查的三位分析师此前预期为 38.8 亿美元。
Price: $79.47, Change: $-3.44, Percent Change: -4.15%
US economic growth fell short of Wall Street's expectations in the first quarter as spending slowed amid inflationary pressures that economists said will likely keep consumers under pressure.Real gross domestic product in the world's largest economy rose at an annual rate of 2% in the March quarter, according to an advance estimate released Thursday by the Bureau of Economic Analysis. The consensus was for a 2.3% gain in a survey compiled by Bloomberg.In the previous quarter, real GDP edged up 0.5%.Consumer spending growth eased to 1.6% in the first quarter from 1.9% in the previous three-month period, but topped Wall Street's views for a 1.4% rise. Outlays on nondurable goods swung into negative territory while those on services decelerated, the data showed."The core of the economy remained solid in (the first quarter), driven by the (artificial intelligence) buildout and the tax cuts beginning to feed through," Oxford Economics Chief US Economist Michael Pearce said in remarks emailed to. "Those factors will continue to drive growth over the rest of the year, but the jump in energy prices will take some of the shine off what would otherwise have been a strong year for the economy."Energy prices have soared following the US-Israel war with Iran that has left the Strait of Hormuz effectively closed. The conflict paused following a recent ceasefire between Washington and Tehran, but a framework for a permanent truce is yet to be reached."If inflation pressures continue to build in the months ahead, it will be more and more difficult for consumers to keep up," BMO Chief US Economist Scott Anderson said in a report.Private investment growth accelerated to 8.7% from 2.3% on a sequential basis, BEA data showed. Exports and imports turned positive.The personal consumption expenditures price index rose 4.5% in the March quarter, compared with a 2.9% gain in the previous three-month period. Excluding food and energy prices, the index accelerated to 4.3% from 2.7%.The BEA said in a separate report Thursday that US inflation registered its fastest pace since mid-2022 in March."Higher energy prices were also behind the jump in inflation in March and will push headline inflation close to 4% in the months ahead," according to Pearce. "The more worrying trend for the Federal Reserve is signs of stronger electronics inflation due to rampant AI demand and passthrough from energy prices to core prices, which will keep core PCE inflation sticky at close to 3% this year."The Fed kept its benchmark lending rate steady on Wednesday, saying the Middle East conflict is fueling uncertainty around the US economic outlook.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our 12-month price target by $4 to $29, based on 8.1x our 2026 adjusted EBITDA estimate, slightly below the company's three-year average forward P/E multiple of 8.4x. We maintain our 2026 and 2027 EPS estimates of ($0.25) and ($0.15), respectively. CZR reported Q1 2026 results that showed modest improvement across key metrics, with total net revenues increasing to $2.87B (+2.7% Y/Y) and net loss narrowing to $98M from $115M in the prior year. The company's adjusted EBITDA remained essentially flat at $887M (+0.3% Y/Y), reflecting mixed segment performance despite overall revenue growth. Caesars Digital delivered standout performance with record Q1 results, generating revenues of $374M (+11.6% Y/Y) and adjusted EBITDA of $69M (+60.5% Y/Y). This segment continues to be the primary growth driver for the company, with management highlighting the strong momentum in the digital betting and iGaming platform. We remain neutral and see the valuation as fair at 8x consensus EBITDA estimates for 2026.
Bombardier (BBD-B.TO) fundamentals remain highly positive, says National Bank, after the company reported a strong earnings beat earlier today.Analyst Cameron Doerksen raised his price target on Bombardier shares to $296.00 from $286.00 and reiterated his sector-perform rating."We remain highly positive on the company's fundamentals supported by a $20.3 billion backlog, strong growth momentum in Services and Defense, and better than expected free cash flow," he adds.Doerksen's only hesitation on the stock is valuation. He notes that the direct aircraft OEM peer group is trading at an average of 11.8x current year and 10.5x next year EV/EBITDA while Bombardier is currently trading at 13.8x and 12.3x, respectively.Price: $281.49, Change: $+42.18, Percent Change: +17.63%