-- Makenita Resources (KENY.CN) 週五宣布，已收購位於薩斯喀徹溫省的「蛇紋石化鐵磁鐵礦計畫」。 該公司表示，該項目佔地 23,517 英畝，與薩斯喀徹溫省的 Max Power Corp 公司直接相鄰，並具有鐵礦和磁鐵礦的勘探前景。 Makenita Resources 總裁 Jason Gigliotti 表示：「該專案位於一個已知具有鐵礦和磁鐵礦勘探前景的區域，佔地面積巨大。在某些情況下，當存在富含特定礦物（例如磁鐵礦）的大型鐵礦層時，可以透過刺激鐵礦層來產生鑑於 3000 萬股。該專案與 Max Power Corp (Maxx) 直接相鄰。萬股，任何勘探成功都將對公司產生重大影響 管理層預計今年剩餘時間裡多個項目將非常活躍，並對 Makenita 的近期和中期前景非常樂觀。 該公司股票在加拿大證券交易所的最新報收在每股0.11美元，上漲0.005美元。
Price: $0.11, Change: $+0.01, Percent Change: +4.76%
IMAX (IMAX) is poised to surpass 50% earnings before interest, taxes, depreciation and amortization margins by 2028 as the company continues to benefit from an uptick in volume and quality for filmed-for-IMAX titles in 2026 through 2028, Wedbush said in a Friday note.Wedbush said IMAX remains on its "Best Ideas List" and that the company sees further upside from global footprint expansion, higher volume of alternative content to boost revenue and its global box office increasingly relying on a mix of local language and global fare.The 2026 to 2027 "global film slate underscores IMAX's growing prominence in Hollywood and worldwide as an essential partner for major theatrical releases across genres, languages, and geographies," according to the note.Wedbush reiterated its outperform rating with a $46 price target.Price: $35.35, Change: $-2.68, Percent Change: -7.04%
Western Digital (WDC) is expected to benefit further from accelerating demand for hard disk drives after a "great" fiscal Q3 results, Morgan Stanley said in a Friday report."AI training, inferencing, and agentic workflows are driving accelerating HDD demand, supporting WDC's confidencein >25% long-term nearline EB CAGR," the report said.The note said visibility is also extending, with some hyperscalers locking down capacity into 2029.The note added that its June quarter gross margin guide of 51% to 52% was optically weak, but it reflects conservatism, rather than any weak pricing or cost trends."This quarter reinforces our bullishness on HDDs as a whole, and WDC," the report said. Morgan Stanley boosted its price target to $488 from $380 while reiterating its overweight rating.Price: $427.61, Change: $-6.91, Percent Change: -1.59%
Pegasystems (PEGA) is poised to accelerate annual contract value growth and meet its 2026 free cash flow target as Blueprint, its low-code workflow-design platform, plays a larger role in early customer engagement, Wedbush Securities said Friday in a report.Wedbush said it is "incrementally more bullish" following discussions with Pegasystems executives and the recent pullback in shares appears "overblown."Blueprint is simplifying how Pegasystems works with prospective customers by helping them design and visualize use cases during initial meetings, historically a costly hurdle for the company, Wedbush said. The platform's ease of use supports expectations that new customers will drive about 15% of subscription-contract growth in fiscal 2026, up from 10% previously, the report said.On costs, Pegasystems has taken a "methodical approach" to stock-based Compensation, keeping it in the 8% to 9% range of revenue and prioritizing consistency rather than tying compensation to fluctuating stock prices, Wedbush said. That discipline should support sustainable free cash flow generation despite broader software-sector pressures, the report said.Wedbush maintained its outperform rating on Pegasystems stock with a price target of $60.Price: $36.53, Change: $-0.02, Percent Change: -0.05%