-- UBS証券は木曜日のレポートで、Meta Platforms（META）はプラットフォーム全体で広告表示を増やし、レコメンデーションおよび広告ツールの改善を展開することで、第2四半期に市場予想を上回る業績を達成する可能性があると述べた。 Metaの同業他社である大型株は最近の買収や新製品発表の恩恵を受けているが、UBSは、Metaは営業費用と設備投資に関する想定のみがモデルに完全に反映されており、潜在的な収益増加分は反映されていないため、依然として独自の存在であると指摘した。 UBSはMetaの2026年の1株当たり利益予想を30.35ドルから32.67ドルに引き上げた。FactSetが調査したアナリストは31.43ドルを予想している。 また、UBSは2026年の売上高予想も2,516億ドルから2,523億ドルに引き上げた。アナリストは2,513億ドルを予想している。 UBSはMeta株の目標株価を908ドルから865ドルに引き下げたが、買い推奨を維持した。
Price: $608.64, Change: $-60.48, Percent Change: -9.04%
(Updates with stock price move in headline and first paragraph, full-year revenue guidance and analyst downgrade in the sixth and seventh paragraphs.)Check Point Software Technologies (CHKP) shares were down more than 19% in Thursday afternoon trading after the company cut its full-year revenue outlook and Piper Sandler downgraded the stock.The company reported Q1 non-GAAP earnings Thursday of $2.50 per diluted share, up from $2.21 a year earlier.Analysts polled by FactSet expected $2.40.Revenue for the quarter ended March 31 was $668.4 million, up from $637.8 million a year earlier.Analysts surveyed by FactSet expected $672.7 million.The company lowered its 2026 revenue forecast to between $2.77 billion and $2.85 billion from $2.83 billion to $2.95 billion. Analysts expected $2.88 billion.Piper Sandler downgraded the stock to neutral from overweight.Price: $112.94, Change: $-27.02, Percent Change: -19.31%
Tech stocks rose late Thursday afternoon with the State Street Technology Select Sector SPDR ETF (XLK) gaining 0.2% and the State Street SPDR S&P Semiconductor ETF (XSD) advancing 4.1%.The Philadelphia Semiconductor index climbed 2%.In corporate news, Qualcomm's (QCOM) shares jumped 15% a day after the company posted better-than-expected fiscal Q2 adjusted earnings and revenue.
Adamas Trust (ADAM) shares were up 16.4% in Thursday trading after the real estate investment trust posted better-than-expected Q1 earnings.The company reported earnings of $0.40 per diluted share, compared with $0.33 a year ago.Analysts polled by FactSet expected $0.12.Revenue for the quarter ended March 31, expressed as the sum of total net interest income and total other income, was $129.4 million, compared with $65.1 million a year earlier.A comparable FactSet estimate was not available.Price: $9.00, Change: $+1.25, Percent Change: +16.06%