FINWIRES · TerminalLIVE
FINWIRES

Serverworks Lowers Full-Year Net Sales, Operating Profit Forecasts

-- Serverworks (TYO:4434) lowered its net sales forecast for the fiscal year ending February 2027 to 47.2 billion yen from 47.3 billion yen previously, according to a Tokyo bourse filing on Monday.

The IT services company also cut its operating profit estimates to 1.31 billion yen from 1.37 billion yen, and ordinary profit to nearly 1.4 billion yen from 1.42 billion yen.

The downward revisions are part of a broader strategy to build an operational foundation capable of supporting scalable growth in an AI-driven market environment. The company will prioritize resale market share acquisition through large-scale enterprise projects, which temporarily lowers gross profit margins.

To offset this decline, the company plans to control SG&A expenses by improving operational efficiency through internal AI adoption, thereby maintaining ordinary profit margins at previously targeted levels.

相關文章

Sectors

產業動態:醫療保健

週三下午,醫療保健類股小幅走高,紐約證券交易所醫療保健指數上漲0.1%,道富醫療保健精選行業SPDR ETF(XLV)上漲0.3%。 iShares生物科技ETF(IBB)上漲0.1%。 在公司新聞方面,波士頓科學公司(BSX)股價飆升近9%,此前該公司公佈的第一季業績超出華爾街預期。

$BSX
Research

研究快訊:CFRA維持對Capital One Financial Corporation股票的買入評級

獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點總結如下:在消化了第一季財報後,我們將12個月目標價下調25美元至265美元,並採用10.8倍的預期本益比(基於我們2027年每股收益預期),高於8.7倍的10年曆史平均水平,以反映COF在收購Discover Financial後向高淨值客戶群擴展我們將2026年調整後每股盈餘預期從21.22美元下調至19.87美元,並將2027年每股盈餘預期從25.68美元下調至24.46美元。儘管地緣政治緊張局勢加劇,我們仍然看好該股。強勁的就業和實際工資成長(薪資成長速度超過通貨膨脹)支撐了COF信用卡和汽車貸款組合的健康信貸品質。管理階層的評論也令人鼓舞,暗示第一季出現的淨利差收窄只是暫時的。展望未來,收購Discover可望繼續帶來結構性改善,例如更高的淨利差、更佳的營運效率和更穩定的信貸品質。股票收益率為1.6%。

$COF
Treasury

美國20年期公債拍賣殖利率較上月上升,需求下降

美國公債20年期公債週三的殖利率達4.883%,高於上一輪拍賣的4.817%。 本次拍賣的認購倍數為2.68,低於上一輪拍賣的2.76。 交易商的認購佔比為52.55%,直接競購者佔比為13.31%,間接競購者佔比為34.14%。 在認購方面,交易商認購了9.73%,直接競購者佔比為22.88%,間接競購者佔比為67.39%。