-- Wedbush分析师在周四的一份报告中指出，IBM（IBM）凭借其多元化的产品组合和不断增长的市场份额，依然能够很好地把握人工智能需求的浪潮。 分析师表示，IBM第一季度的营收和净利润均超出预期，并维持了全年营收和自由现金流的预期。 Wedbush指出，IBM在应对宏观经济逆风的同时，也面临着软件服务领域人工智能应用需求的强劲增长，因此采取了审慎的策略。 分析师将IBM 2026年的调整后每股收益预期从12.40美元上调至12.44美元。FactSet调查的分析师预期为12.41美元。 Wedbush还将IBM 2026年的营收预期从709.5亿美元上调至712.1亿美元。FactSet调查的分析师预期为714.1亿美元。 分析师维持对该股的“跑赢大盘”评级，但将目标价从 340 美元下调至 320 美元。
Price: $230.57, Change: $-21.30, Percent Change: -8.46%
Resolute Mining (ASX:RSG) received notice that BlackRock Group and its subsidiaries decreased their holdings in the company to 5.08% from 6.2%, according to a Monday filing with the Australian bourse.BlackRock Group now owns 108.7 million shares in the company, the filing said.
Alkane Resources (ASX:ALK) delivered a material production beat in the March quarter, driven mainly by higher-than-modeled head grades across its operations, a small beat on throughput at its Tomingley gold project in New South Wales, as well as higher recoveries at the Bjorkdal gold mine in Sweden, Euroz Hartleys said in an April 24 note.The company reported consolidated production of abut 45,800 ounces of gold equivalent, an early group record, Euroz Hartleys said.The equity research firm noted that Alkane Resources remains debt-free with the exception of AU$20 million in equipment financing, while the execution of an undrawn AU$110 million revolving facility and a AU$40 million contingent instrument facility provides liquidity to act fast on emerging opportunities.The company is on track to surpass the midpoint of fiscal 2026 guidance of 160,000 to 175,000 ounces of gold equivalent production at all-in sustaining costs of AU$2,600 to AU$2,900 per ounce. However, Euroz Hartleys expects softer quarter-over-quarter production in the three months through June due to lower head grades across the group.Euroz Hartleys kept a buy rating on the company while adjusting its price target to AU$2.53 from AU$2.50.
Nextdc (ASX:NXT) opened the retail portion of its fully underwritten 1-for-5.4 accelerated non-renounceable entitlement offer to raise about AU$1.5 billion in total, according to a Monday filing with the Australian bourse.The retail offer, expected to raise around AU$500 million, is priced at AU$12.70 apiece, the same price used in the institutional component, which recently closed and raised about AU$1 billion, per the filing.Eligible retail shareholders who fully exercise their entitlement may also apply for additional new shares up to 100% of their entitlement at the offer price under the top-up facility, the filing added.