-- Wedbush周二发布的一份报告指出，特斯拉（TSLA）的全自动驾驶（FSD）系统渗透率有望超过50%，这将改变公司未来的财务模式。该报告发布于特斯拉周三公布第一季度财报之前。 Wedbush分析师表示，特斯拉的FSD系统已在荷兰获得监管部门批准，这是其在欧洲的首个获批项目。分析师指出，这一进展为特斯拉在欧洲其他地区获得批准奠定了基础，预计德国、法国和意大利将在未来几个月内跟进。 分析师表示，鉴于欧美市场需求疲软，华尔街此前对特斯拉第一季度营收约224亿美元（其中汽车业务约160亿美元）的预期并不令人意外。报告还指出，特斯拉第一季度每股收益预计为0.37美元，这反映了公司为更加专注于人工智能而进行的投资。 分析师预计，特斯拉将在周三盘后举行的第一季度财报电话会议上，详细阐述其人工智能计划。此前，特斯拉已在CyberCab、半挂卡车生产以及一座新的巨型工厂等人工智能领域投入了约200亿美元。 Wedbush维持对特斯拉股票的“跑赢大盘”评级和600美元的目标价。
Price: $389.07, Change: $-3.43, Percent Change: -0.87%
Adobe (ADBE) has an average rating of overweight and mean price target of $321.05, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)
Organon (OGN) shares spiked early Monday after the healthcare company agreed to be acquired by Indian pharmaceutical firm Sun Pharmaceutical Industries in an all-cash deal with an enterprise value of about $11.75 billion.Shareholders of Organon will receive $14 a share in cash under the terms of the transaction, the companies said in a joint statement on Sunday. Organon's stock jumped 15% in the most recent premarket activity."Following a comprehensive review of strategic alternatives, our board determined that this all-cash transaction offers compelling and immediate value to Organon stockholders," Organon Chief Executive Carrie Cox said in the statement. "We believe Sun Pharma is well positioned to support Organon's businesses, employees and patients globally."Organon, which focuses on women's health, was formed in 2021 following its separation from pharmaceutical giant Merck (MRK).The deal, which requires approval from regulators and clearance from Organon's shareholders, is expected to complete early next year."This transaction is a logical next step in strengthening Sun Pharma's global business," according to Sun Pharma Managing Director Kirti Ganorkar. "In addition, there is a scope for synergies including significant revenue upside opportunities to be realized over the coming years."Sun Pharma intends to fund the acquisition through a combination of available cash resources and committed financing from banks. The Indian company anticipates the transaction to allow it to enter the biosimilar market.For the year ended Dec. 31, Organon reported revenue of $6.22 billion and adjusted earnings before interest, taxes, depreciation and amortization of $1.91 billion. In February, the company said it expected revenue of $6.2 billion for the current year, while five analysts polled by FactSet estimate $6.15 billion.
StubHub Holdings (STUB) has an average rating of overweight and mean price target of $12.95, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)