FINWIRES · TerminalLIVE
FINWIRES

Uber發布樂觀的預訂前景，第一季獲利成長

By

-- 優步科技（Uber Technologies，股票代號：UBER）週三發布的訂單成長預期超出華爾街預期，同時這家叫車公司第一季獲利也較去年同期成長。 該公司預計本季訂單金額為562.5億美元至577.5億美元，以固定匯率計算，年增18%至22%。 FactSet調查的分析師先前預期訂單總額為561.7億美元。 優步預計第二季非GAAP每股收益為0.78美元至0.82美元，年增31%至38%。 FactSet調查的分析師普遍預期為0.79美元。 該公司第一季調整後每股收益從去年同期的0.50美元增至0.72美元，高於華爾街預期的0.69美元。預訂金額成長25%至537.2億美元，超過市場普遍預期的528億美元。 財務長巴拉吉·克里希那穆爾蒂在一份聲明中表示：“2026年伊始，我們便取得了非凡的成績，總預訂額連續第三個季度增長超過21%，盈利增長速度超過營收的兩倍。” 優步股價週三上漲8.6%。今年以來，該股累計下跌3%。 根據FactSet發布的財報電話會議記錄顯示，執行長達拉·科斯羅薩西在財報電話會議上表示，出行預訂量加速成長至28%，配送業務成長23%，其中雜貨和零售業務成長最為顯著。他也表示，貨運預訂量近兩年來首次恢復成長。 該公司表示，第一季出行次數成長20%，每月活躍平台用戶成長17%。以報告匯率計算，營收成長 14%；以固定匯率計算，營收成長 10%，達到 132 億美元，高於分析師預期的 132.8 億美元。

Price: $76.91, Change: $+3.96, Percent Change: +5.42%

Related Articles

Research

Research Alert: CFRA Maintains Hold Opinion On Lucid Group Inc.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our 12-month target to $6 from $10. Following a weaker-than-expected Q1 earnings release, we are maintaining a Hold opinion on LCID shares. We revise our adjusted EPS estimates to -$12.00 from -$12.70 for '26 and to -$11.10 from -$11.45 for '27. LCID posted Q1 adjusted EPS of -$2.82 vs. -$2.04, well short of the -$2.30 consensus. Revenue rose 20% to $282.5M ($76.0M below consensus) in Q1, led by higher prices, as total vehicle sales fell 1% to 3,093 units. In the release, LCID did not provide any update regarding prior 2026 vehicle production guidance of 25K-27K units (an implied increase over the 17,840 units produced in 2025). In our view, LCID's accelerating cash burn and rising inventories suggest ongoing risks. The company's ability to achieve sustainable growth while managing its substantial cash requirements remains the critical challenge as it seeks to establish a viable position in the competitive luxury EV market; however, a $1.5B capital raise last month helps extend its liquidity runway.

$LCID
Research

Research Alert: CFRA Maintains Sell Opinion On Shares Of Celanese Corporation

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:After reviewing Q1 earnings, we raise our 12-month target price by $2 to $43 on a forward P/E of 7.4x our 2027 EPS view of $5.78, a discount to the three-year average of 10.4x justified by CE's high debt levels and subdued demand. We raise our 2026 EPS view by $1.35 to $6.14 and decrease 2027's by $0.09 to 5.78. Our sales estimates are $9.7 billion for 2026 and $10.1 billion for 2027. On the positive side, CE's Acetyl Chain's Q2 2026 Adjusted EBIT guidance of $300M-$325M was solid, led by higher expected volumes and prices. However, the acetate tow business remains weak and feedstock costs have risen sharply. Meanwhile, Engineered Materials' Q2 2026 Adjusted EBIT guidance of $190M-$210M was more conservative due to inventory reductions and additional costs from the POM facility turnaround. Overall, we believe CE's 48% year-to-date stock gain is excessive and expect earnings to decline once again in 2027 as the temporary margin boost from the Middle East conflict fades.

$CE
Research

Research Alert: CFRA Maintains Buy Rating On Shares Of Revvity

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our 12-month price target from $102 to $108, based on 18.3x our 2027 EPS view. This is below the company's five-year historical forward average P/E of 21.4x. Our 2026 EPS estimate is $5.30 (down from $5.41), and our 2027 EPS estimate is $5.89 (down from $6.00). We think RVTY's commentary on pharma and biotech end markets was more positive than in previous quarters, with management citing the strongest performance in this segment since early 2023. The positive growth from academic and government customers in the U.S. for the first time since Q2 2023 also signals a potential inflection. We anticipate a near-1% sales decline in 2026 given the recently announced China immunodiagnostics business divestiture. On an organic basis, we anticipate near-3.5% growth over the full year. The adjusted EPS midpoint of $5.275 implies 4.2% annual EPS growth, though we anticipate earnings growth will accelerate by over 11% in 2027.