-- コリアーズ・インターナショナル・グループ（CIGI）は、第1四半期に売上高は好調だったものの、利益は「不安定」だったことを受け、2026年の業績見通しを堅調な下半期を前提として維持した、とRBCは火曜日のレポートで述べた。 レポートは、米国における市場シェア拡大と産業用リース事業の好調を背景に、資本市場とリース収入が業界トップクラスの成長を遂げたことを指摘した。 しかし、採用活動やIT投資、アウトソーシングの成長鈍化などの影響もあり、調整後EBITDAと調整後EPSには完全には反映されなかった、とレポートは述べている。 「とはいえ、より保守的な2026年の業績見通しであっても、忍耐強い投資家にとってCIGIは依然として魅力的な投資対象であると考えている」とレポートは締めくくった。 RBCは、目標株価を160ドルから155ドルに引き下げたものの、投資判断は「アウトパフォーム」を維持した。
Price: $100.56, Change: $+3.56, Percent Change: +3.67%
DraftKings (DKNG) integrating market-making into Predictions is seen as a key catalyst for increased marketing spend, as it could generate higher lifetime value and customer acquisition cost thresholds, Oppenheimer said in a note emailed Wednesday.The brokerage expects Q1 revenue and earnings before interest, taxes, depreciation and amortization of $1.6 billion and $143 million, respectively, compared with Street consensus of $1.63 billion and $150 million. It forecasts Q2 revenue and EBITDA of $1.67 billion and $284 million, compared with Street estimates of $1.57 billion and $271 million, according to the note.Oppenheimer believes April had strong holds, and anecdotal usage suggests levers around profit-boosts and early wins could support May handle as comparisons ease.The firm said it has yet to see Predictions iterations that command higher marketing spend into the World Cup, but that could change if market-making accelerates.DraftKings is set to report Q1 results Thursday.Oppenheimer maintained an outperform rating on DraftKings with a $35 price target.Price: $24.58, Change: $+0.40, Percent Change: +1.68%
(Updates with the latest stock price movement in the headline and the first paragraph.)Super Micro Computer (SMCI) shares rose more than 22% in Wednesday trading, a day after the company reported a fiscal Q3 adjusted earnings beat.The company reported fiscal Q3 adjusted earnings late Tuesday of $0.84 per diluted share, up from $0.31 a year earlier.Analysts polled by FactSet expected $0.62.Revenue for the three months ended March 31 was $10.24 billion, up from $4.60 billion a year earlier.Analysts surveyed by FactSet expected $12.39 billion.For fiscal Q4, the company expects adjusted EPS of $0.65 to $0.79 and revenue of $11 billion to $12.50 billion. Analysts expect EPS of $0.55 and revenue of $11.06 billion.For the full-year fiscal 2026, the company expects revenue in the range of $38.90 billion to $40.40 billion. Analysts expect $40.89 billion.Price: $34.03, Change: $+6.20, Percent Change: +22.27%
3:00 Tuesday vs 3:00 Monday2yr 99-24 vs 99-20; 3.867% vs 3.934%5yr 99-13 vs 99-04; 4.001% vs 4.069%10yr 98-05 vs 97-23; 4.354% vs 4.413%30yr 97-00 vs 96-13+; 4.941% vs 4.980%2/10 48.437 bps vs 47.739 bps5/30 93.871 bps vs 90.966 bps