-- 加拿大皇家銀行資本市場（RBC Capital Markets）週三在一份電子郵件報告中指出，Gartner（IT）需要實現合約價值的顯著增長，才能緩解投資者對生成式人工智慧可能導致的去中介化風險的擔憂。 RBC分析師表示，第一季合約價值成長放緩至3.5%（不包括聯邦政府協議）。這是由於3月與中東衝突相關的交易被推遲所致。他們指出，其中許多交易實際上在4月完成。 分析師表示，該公司第一季末的聯邦政府合約價值約為1.14億美元，預計隨著公司逐步擺脫政府效率部門的影響，第二季成長將受到250個基點的拖累。 Gartner預計，今年聯邦政府收入將持平，並在2027年恢復成長。 該公司預計，在今年剩餘時間裡，合約價值將加速成長，這主要得益於政府壓力的緩解、重大續約後客戶留存率的提高，以及強勁的銷售管道預計將在第二季和第三季帶來新的訂單。 加拿大皇家銀行維持對該公司股票的「與行業持平」評級，並將目標價從175美元下調至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%.