-- 加拿大皇家银行资本市场（RBC Capital Markets）周三在一份电子邮件报告中指出，Gartner（IT）需要实现合同价值的显著增长，才能缓解投资者对生成式人工智能可能导致的去中介化风险的担忧。 RBC分析师表示，第一季度合同价值增长放缓至3.5%（不包括联邦政府协议）。这是由于3月份与中东冲突相关的交易被推迟所致。他们指出，其中许多交易实际上在4月份完成。 分析师表示，该公司第一季度末的联邦政府合同价值约为1.14亿美元，预计随着公司逐步摆脱政府效率部门的影响，第二季度增长将受到250个基点的拖累。Gartner预计，今年联邦政府收入将持平，并在2027年恢复增长。 该公司预计，在今年剩余时间里，合同价值将加速增长，这主要得益于政府压力的缓解、重大续约后客户留存率的提高，以及强劲的销售渠道预计将在第二季度和第三季度带来新的订单。 加拿大皇家银行维持对该公司股票的“与行业持平”评级，并将目标价从175美元下调至160美元。
Price: $151.02, Change: $+1.53, Percent Change: +1.02%
Health care stocks were higher late Wednesday afternoon, with the NYSE Health Care Index increasing 0.3% and the State Street Health Care Select Sector SPDR ETF (XLV) adding 0.2%.The iShares Biotechnology ETF (IBB) climbed 2.1%.In corporate news, DaVita (DVA) shares jumped past 21% after Deutsche Bank upgraded the stock to buy from hold and boosted its price target to $220 from $126, a day after the company reported better-than-expected Q1 results.
New for-sale home listings in the US grew at a faster rate annually than sales for the first time this year as elevated mortgage rates stalled recovery, Zillow Group (Z, ZG) said Wednesday.New listings rose 2.1% year over year to 426,356 units in April, while sales eased 0.4% to 323,631 units, according to the real estate marketplace. Active inventory increased 3.7% last month, putting the total number of for-sale homes at 1.3 million."The spring rebound we anticipated at the start of the year and that produced the stronger sales figures in March was put on pause in April by higher rates," Zillow Chief Economist Mischa Fisher said. "Still, someone who held off in 2025 hoping conditions would improve has seen that improvement."Last week, the average interest rate for 30-year fixed mortgages with conforming loan balances of $832,750 or less increased to 6.45% from 6.37% sequentially, a report by the Mortgage Bankers Association showed Wednesday.The monthly mortgage payment on a typical home in the US dropped 3.4% annually to $1,829 last month, while home values rose 0.7% to $366,712, Zillow said.The share of listings with a price reduction was 23.5% in April, down one percentage point from a year earlier, but up 0.9 percentage point sequentially.Despite the recent rise in mortgage rates, buyers who waited out the market of 2025 are entering on slightly better terms this spring, with more options, improved affordability and a little more decision time, according to Zillow."With more homes to choose from and lower monthly costs than a year ago, the math has shifted in favor of buyers even if the moment may not feel like it," Fisher said. "There's still plenty of reason for optimism that we will see a quick rebound if rates cooperate."On Tuesday, government data showed that new-home sales in the US grew past Wall Street's estimates for March, driven by a demand surge in the Northeast region.Price: $44.82, Change: $+1.28, Percent Change: +2.94%
Consumer stocks were higher late Wednesday afternoon, with the State Street Consumer Staples Select Sector SPDR ETF (XLP) up 0.4% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) rising 1.9%.In corporate news, Restaurant Brands International's (QSR) Q1 earnings and revenue topped Wall Street's estimates Wednesday, while the restaurant operator's comparable sales growth was in line with consensus. Its shares were down 5.9%.