-- TELUS（T.TO）周四宣布与Powerfleet达成合作，将先进的AI驱动型车辆安全技术引入加拿大市场。 此次合作使TELUS能够将其Vision 360安全解决方案引入加拿大。该产品利用人工智能和多摄像头，为商用车辆驾驶员提供车辆周围的完整实时视图，从而帮助预防事故。 此次合作正值加拿大交通部实施一项联邦强制性规定之际，该规定要求所有新校车必须在2027年11月前配备周边可视系统。 TELUS人工智能、无线和物联网副总裁Jodi Baxter表示：“通过与Powerfleet合作，将Vision 360添加到我们的互联车队和资产组合中，我们正在利用人工智能驱动的洞察力增强我们的远程信息处理服务。” Baxter补充道：“此次发布直接响应了加拿大车队所有者的需求，他们优先考虑安全性和运营效率。”
Price: $17.56, Change: $+0.01, Percent Change: +0.06%
CVS Health (CVS) is increasingly more likely to reach its 3% Medicare Advantage target margin in 2028, RBC Capital Markets analyst said in a note Wednesday.Analysts said the company's Q1 adjusted earnings "comfortably" beat expectations, driven by "strong" topline growth and a notable improvement in profitability in the Health Care Benefits segment.Medical costs came in below expectations and, while the company maintained its medical benefit ratio guidance for the year, it is increasingly likely to outperform, according to the note.The brokerage raised its 2026 adjusted earnings estimate for the company to $7.41 from $7.10. Analysts surveyed by FactSet expect $7.29.RBC reiterated its outperform rating on the stock and increased its price target to $107 from $93.Price: $87.01, Change: $+0.14, Percent Change: +0.17%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We increase our target price to $86, from 85, on a forward P/E of 21x our 2027 EPS projection of $4.08, below historical averages. We increase our 2026 EPS projection to $3.59 from $3.52, and lift our 2027 EPS estimate to $4.08 from $4.06. TRMB reported solid Q1 beats with revenue of $939.9M, up 12% Y/Y, led by AECO at 14% organic revenue and ARR growth, Field Systems posting 12% growth, and Transportation & Logistics growing 7% despite freight market headwinds. ARR reached a record $2.435B, up 13% organically, reinforcing business model durability. Non-GAAP operating margin improved 230 bps to 25.9%, while non-GAAP gross margins expanded 180 bps to 71.0%, and we see continued margin expansion as its subscription revenues scale. We note steady execution in its core business, while building AI momentum through new products and partnerships with AI labs. Management reaffirmed its 2027 targets, supporting our positive view, though macro risks warrant monitoring.
Apollo Global Management (APO) shares are trading in-line with historical average multiple and at a lower discount against its peers, RBC Capital Markets said in a Thursday note."We maintain our Sector Perform rating largely driven by relative valuation," the report said.The note said its Q1 performance was characterized by strong fee-related earnings growth, offset by weak spread-related earnings growth, driving a low adjusted net income per share growth.RBC raised its price target to $146 from $139 on rolling forward its valuation and higher estimates.Price: $127.33, Change: $-2.20, Percent Change: -1.70%