-- Wedbush Securities周三发布的一份报告称，Voyager Technologies (VOYG)第一季度业绩强劲，这得益于创纪录的积压订单和加速增长的订单量，促使该公司上调了2026年营收预期。 报告指出，Voyager已做好充分准备，“把握推动国防现代化和商业航天基础设施发展的长期利好因素”。 报告称，第一季度营收为3520万美元，与市场预期相符，原因是“一项NASA遗留服务合同的计划终止掩盖了核心国防和国家安全项目在不断增长的积压订单背后强劲的增长势头”。 Wedbush表示，Voyager第一季度末的积压订单达到创纪录的2.753亿美元，同比增长54%，环比增长约4%，反映出其核心国防业务的需求正在加速增长。 报告称，国防和航天技术业务仍然是“近期增长引擎”，管理层表示，这得益于“与客户的良好互动以及在多个导弹防御项目中赢得的新业务”。 Wedbush维持对Voyager股票的“跑赢大盘”评级和46美元的目标价。
Price: $25.48, Change: $-0.92, Percent Change: -3.50%
Aptiv (APTV) stock sell-off post Q1 results was unwarranted and likely driven by the lower-than-expected Q2 guide and rising cost pressures with 2026 more back-half weighted that appears like a steep ramp, UBS said in a Wednesday research report.While Q2 is impacted by "stranded cost" and Ford Motor (F) volume timing, H2 ramp looks more achievable than optics suggest amid positive developments in China and the non-auto segments, analysts wrote.The company expects positive growth from China in Q2, driven by new programs and normalization of production at key customer, the brokerage stated.Commodity headwinds should abate in H2 as recoveries lag, UBS said.The brokerage said it reiterated its buy rating on the stock and price target of $80 per share.Aptiv shares were up 4% in Wednesday trading.Price: $56.47, Change: $+1.64, Percent Change: +2.99%
Price: $15.79, Change: $-4.34, Percent Change: -21.55%
Ocular Therapeutix (OCUL) is moving closer to a potential US Food and Drug Administration filing for axpaxli, its long-acting treatment for wet age-related macular degeneration, as regulators begin formal discussions on a single-trial approval path, RBC Capital Markets said Tuesday in a report.Management said talks with the FDA are now ongoing, raising the possibility of submitting an application based on the company's successful pivotal study, rather than waiting for a second trial that is due to read out in early 2027, RBC said.The company plans to provide additional regulatory and program updates at an investor day on June 17, RBC said.Ocular continues to target a potential 2027 launch for axpaxli under a single-trial filing strategy, and RBC reiterated its view that the drug has a "positive benefit/risk profile."RBC maintained its rating of outperform, speculative risk, on Ocular stock with a $30 price target.Price: $9.84, Change: $+0.13, Percent Change: +1.29%