-- AlphaValue/Baader Europeは木曜日、スイスの保険会社チューリッヒ保険グループ（ZURN.SW）の投資判断を「売り」から「買い」に引き上げ、目標株価を618.00フランから630.00フランに引き上げた。 （は、北米、アジア、ヨーロッパの主要銀行および調査会社による株式、商品、経済に関する調査レポートを配信しています。調査レポート提供者の方は、こちらからお問い合わせください：https://www..com/contact-us）
Related Articles
Australia
Axon Enterprise's Q1 Outperformance Strengthens Case for Durable Growth, Morgan Stanley Says
Axon Enterprise's (AXON) Q1 performance, specifically in bookings, strengthens its case for durable growth of over 30%, Morgan Stanley said in a Thursday note.The company once again posted a strong quarter, with revenue growth of 34% marking the ninth straight quarter of 30%-plus growth, Morgan Stanley analysts said. They noted that bookings greatly surpassed expectations with an increase of 44%, benefiting from developments in artificial intelligence.Axon's growth expanded across several segments, as Dedrone bookings surged 500% year over year, international sales doubled, and enterprise rose 50%, the analysts noted.The recent results support Morgan Stanley's view that Axon can keep delivering elevated growth as its platform diversifies beyond core US state and local law enforcement into new areas such as global markets, federal agencies, enterprises, drone technology, and 911 systems, according to the note.Morgan Stanley maintained the company's stock rating at overweight and lowered the price target to $600 from $675.Price: $434.70, Change: $+48.84, Percent Change: +12.66%
$AXON
Australia
IonQ's Q1 Results Validate Commercial Momentum, Growing Customer Base, Wedbush Says
IonQ's (IONQ) Q1 revenue beat and outlook raise validate the company's commercial momentum and growing customer base, Wedbush Securities said in a Thursday note.The company reported a Q1 adjusted loss of $0.34 per share, widening from a loss of $0.15 a year earlier, while revenue surged to $64.7 million from $7.6 million. IonQ also issued a Q2 revenue outlook of $65 million to $68 million, and raised its 2026 revenue guidance to a range of $260 million to $270 million.About 60% of the quarter's revenue came from commercial customers, consistent with the 2025 mix and indicating IonQ's maturing business, Wedbush said. Meanwhile, cross-selling accounted for 35% of Q1 revenue, suggesting that IonQ's integrations yield "tangible" results, not just one-off revenue, the brokerage added.Wedbush also noted the company's increasing remaining performance obligations, or RPOs, which serves as a key indicator of its capacity to drive commercial revenue further in the coming years.Wedbush raised its price target on IonQ to $75 from $60, with an outperform rating.Price: $49.25, Change: $-3.32, Percent Change: -6.32%
$IONQ
Commodities
Harbour Energy Q1 Production Rises, Lifts Lower End of FY Output Guidance
UK-based Harbour Energy plc said Thursday that first-quarter 2026 production rose to 506,000 barrels of oil equivalent per day, from 500,000 boepd in the same period a year earlier, supported by strong performance in Norway and new projects coming online across multiple regions.The UK-based independent oil and gas producer said its production mix in the quarter comprised 40% liquids, 40% European gas, and 20% other gas.The company said output growth from its international portfolio, particularly in Norway, offset declines in the UK and the impact of divestments in Vietnam, which were completed ahead of schedule on Feb. 11.Harbour cited high operational reliability across key Norwegian hubs, strong delivery from the latest Njord well, and robust reservoir performance at the Harbour-operated Gjoa satellite fields as key drivers of performance.The company also brought new projects and wells onstream in the US, Norway, Argentina, and Egypt.Unit operating costs improved to $12.80 per boe in the first quarter, compared with $13 per boe a year earlier.Harbour narrowed and raised its full-year production guidance to 480,000-500,000 boepd, from a previous range of 475,000-500,000 boepd, reflecting strong year-to-date performance, including production of 520,000 boepd in April, ahead of planned maintenance programs in the UK and Norway.