-- Real Matters (REAL.TO) 週五表示，該公司第二季轉虧為盈，合併淨收入也實現成長。 第二季度，該公司合併淨收入為 120 萬美元，而去年同期合併淨虧損為 220 萬美元。 第二季度，該公司調整後每股攤薄收益為 0.01 美元，去年同期調整後每股攤薄虧損為 0.02 美元。 FactSet 匯總的非 GAAP 每股盈餘預期為零。 第二季度，該公司合併淨收入為 1,360 萬美元，而去年同期為 1,010 萬美元。 FactSet 匯總的銷售額預期為 1,270 萬美元。 第二季度，該公司合併收入為 4,720 萬美元，而去年同期為 3,730 萬美元。 Real Matters 執行長 Brian Lang 表示：「美國評估業務收入成長了 26%，調整後 EBITDA 成長了 41%。我們的美國產權業務部門在第二季度實現了卓越的同比增長，收入增長了 127%，淨收入增長了 176%，這主要得益於新客戶的贏得、市場份額的改善以及再融資市場狀況的改善。」
Related Articles
Australia
IMAX is Poised to Surpass 50% EBITDA Margins by 2028 on Rise in Filmed-for-IMAX Titles, Wedbush Says
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%
$IMAX
Australia
Western Digital Set to Benefit From Accelerating HDD Demand, Morgan Stanley Says
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%
$WDC
Australia
Pegasystems Poised for Growth Acceleration With Blueprint Platform, Wedbush Says
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%
$PEGA