-- Wedbush Securities週三發布的一份報告稱，Voyager Technologies (VOYG)第一季業績強勁，這得益於創紀錄的積壓訂單和加速增長的訂單量，促使該公司上調了2026年營收預期。 報告指出，Voyager已做好充分準備，「掌握推動國防現代化和商業航太基礎設施發展的長期利多因素」。 報告稱，第一季營收為3520萬美元，與市場預期相符，原因是「NASA遺留服務合約的計畫終止掩蓋了核心國防和國家安全項目在不斷增長的積壓訂單背後強勁的增長勢頭」。 Wedbush表示，Voyager第一季末的積壓訂單達到創紀錄的2.753億美元，年增54%，季增約4%，反映出其核心國防業務的需求正在加速成長。 報告稱，國防和航太技術業務仍然是“近期增長引擎”，管理層表示，這得益於“與客戶的良好互動以及在多個導彈防禦項目中贏得的新業務”。 Wedbush維持對Voyager股票的「跑贏大盤」評級和46美元的目標價。
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%