-- Wedbush Securities週二在一份報告中指出，Paymentus (PAY) 持續受益於帳單支付日益數位化的趨勢，交易活動的增加反映出其商業模式的穩健性以及今年剩餘時間強勁的業務成長勢頭。 報告稱，在第一季業績超出預期後，該公司將2026年全年營收預期上調至14.3億美元至14.4億美元，高於華爾街先前14億美元的預期。該公司正積極推動其多元化大型企業業務的強勁成長。 該券商表示，預計貢獻利潤將在4.5億美元至4.57億美元之間，高於先前預測的4.42億美元至4.52億美元；調整後息稅折舊攤銷前利潤（EBITDA）預計為1.65億美元至1.72億美元，高於華爾街此前1.634億美元的預期。 Wedbush表示，他們仍然看好Paymentus差異化的雲端平台定位，並認為該公司有潛力擴大市場份額。 Wedbush維持對Paymentus的「跑贏大盤」評級，並將目標價從32美元上調至36美元。
Price: $28.16, Change: $-0.46, Percent Change: -1.61%
Cerence (CRNC) filed a lawsuit against Amazon.com (AMZN) in the US District Court for the Eastern District of Texas, alleging infringement of multiple patents related to automatic speech recognition and related technologies, according to a Monday court filing.The complaint claims a range of Amazon devices, including Echo smart speakers, Echo Show displays and Fire TV and Fire tablet products, infringe five Cerence patents. Cerence is seeking damages, enhanced damages for alleged willful infringement and other relief including an injunction.Amazon.com did not immediately respond to' request for a comment.Price: $10.07, Change: $-0.29, Percent Change: -2.80%
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 price target to $80 from $110, based on a 2027 P/E of 12.0x, a justified discount to APTV's 10-year forward P/E multiple of 23.6x. After adjusting our estimates for the recent Versigent spin-off, we lower our adjusted EPS estimates to $6.25 from $8.60 for '26 and to $6.65 from $9.30 for '27. We are maintaining our Strong Buy opinion on the shares, as the remaining company is a higher-margin business following the spin-off of the former Electrical Distribution Systems (EDS) segment. EDS generated much lower margins than the rest of Aptiv (an adjusted operating margin of 7.6% vs. 12.1% for the consolidated company in 2025). While APTV maintained prior full-year guidance, we think the guidance will prove conservative after a much better-than-expected Q1, and the stock remains one of our top picks in the auto parts and equipment sub-industry. We continue to like APTV's history of conservative guidance, strong execution, solid new business backlog, and aggressive share repurchases.
The Toronto Stock Exchange is up 15 points at midday with most sectors higher.The best performers are miners and healthcare, both up 2%, followed by energy, up 1.3%.Offsetting gains is info tech, which is down 3.9%. Shopify (SHOP.TO) which reported its first-quarter earnings this morning, is down 12.5% to $151.60, with 2.4 million shares being traded. The company's second-quarter profit outlook missed expectations as it projected operating expenses of between 35% and 36% of revenue.In other news, focus was on the release of Canadian trade data for March, which CIBC described as "surging and glittering". The bank noted a $1.8 billion goods trade surplus compared with a $5.1 billion deficit in the prior month and consensus expectations for a $2.5 billion shortfall. Total exports surged by 8.5%, driven almost exclusively by metals and energy. Excluding those two areas, exports were up by a much more modest 1.1%. Auto exports rebounded further from January's low (+4.5%) but remained roughly 20% down on a year-over-year basis. Adding in services trade, which was fairly balanced in March, Canada's total trade balance with the world moved from a deficit of $5.0 billion in February to a $1.7 billion surplus.CIBC said: "While a trade surplus in March was unexpected, it was mainly driven by price fluctuations rather than any signs that real economic activity was stronger than anticipated. Combined with signs last week that higher gasoline prices may already be having a negative impact on consumer spending, we continue to expect only modest GDP growth this year and little evidence that slack within the economy is being absorbed. That should see the Bank of Canada look through a near-term spike in headline inflation, keeping interest rates on hold this year."