财务业绩 - 第二季度营收达32.2亿美元，超出市场预期的31.2亿美元 [1] - 第二季度调整后每股收益为4.09美元，高于分析师预期的3.57美元 [1] 管理层评论 - 首席执行官Bill McDermott表示，业绩超预期体现了ServiceNow AI平台的关键作用，各行业业务流程正在重构以适应AI技术 [2] 业绩展望 - 预计第三季度订阅收入为32.6亿至32.65亿美元 [2] - 上调全年订阅收入预期至127.75亿至127.95亿美元，此前预期为126.4亿至126.8亿美元 [2] 市场反应 - 股价上涨3.7%至991.49美元 [3] 分析师评级调整 - Needham将目标价从1050美元上调至1200美元，维持买入评级 [8] - 美国银行将目标价从1110美元上调至1200美元，维持买入评级 [8] - Barclays将目标价从1200美元上调至1210美元，维持增持评级 [8] - 富国银行将目标价从1150美元上调至1225美元，维持增持评级 [8] - BMO Capital将目标价从1150美元上调至1160美元，维持跑赢大盘评级 [8] - UBS将目标价从1125美元下调至1100美元，维持买入评级 [8] - 花旗集团将目标价从1160美元上调至1234美元，维持买入评级 [8] - Piper Sandler将目标价从1120美元上调至1150美元，维持增持评级 [8] - DA Davidson将目标价从1150美元上调至1250美元，维持买入评级 [8]

GE Vernova Inc. GEV posted better-than-expected second-quarter 2025 earnings and raised its full-year guidance on Wednesday.The energy transition company reported second-quarter earnings per share of $1.86, beating the consensus estimate of $1.69. Revenue came in at $9.11 billion, exceeding Wall Street’s expectations of $8.78 billion."We had a productive second quarter, positioning us well to accelerate growth and margin expansion," said CEO Scott Strazik. "We grew our backlog by more than $5 billion and in ...

Google parent Alphabet, Inc. GOOG GOOGL second-quarter results beat Wall Street’s expectations for the tenth straight quarter on Wednesday. Analysts are responding by raising their price targets across the board. Click here to see what experts are saying about GOOG stock here. Q2 Results: Google parent Alphabet reported revenue of $96.43 billion, beating analyst estimates of $93.72 billion. The company reported second-quarter earnings of $2.31 per share, beating the Street estimate of $2.16 per share.Total ...

The Chinese drug company is looking to break into the big league for weight-loss treatments after its injection demonstrated sustained weight loss in Phase Three trialsKey Takeaways:Participants receiving the highest dose in the 48-week Chinese trial were said to lose up to 19.2% of their weightThe Hengrui Pharma drug targets the same receptors as Eli Lilly's blockbuster product tirzepatide A leading Chinese drug developer has moved a step closer to joining multinationals in the booming market for weight-lo ...

Two recent shifts by smaller venture capital firms and a major IPO plan from a Hong Kong travel upstart signal telling trends for the future. China Renaissance (1911.HK) is making a significant foray into cryptocurrency, while Tian Tu Capital (1973.HK) is pivoting from its consumer goods comfort zone into technology, funded by an unusual bond issue. Simultaneously, online travel agent Klook is preparing a major U.S. listing. These moves, while distinct, paint a broader picture of adaptation and strategic re ...

Shares of Chipotle Mexican Grill Inc CMG tanked in early trading on Thursday, after the company reported a revenue miss for the second quarter.Here are some key analyst takeaways.RBC Capital Markets analyst Logan Reich reiterated an Outperform rating, while reducing the price target from $65 to $58.KeyBanc Capital Markets analyst Eric Gonzalez maintained an Overweight rating, while cutting the price target from $60 to $58.Stephens analyst Jim Salera reaffirmed an Equal-weight rating and price target of $60. ...

Read This Next: Analysts expect the New York-based company to report quarterly earnings at $1.1 per share, up from 96 cents per share in the year-ago period. Blackstone is projected to report quarterly revenue of $2.81 billion, compared to $2.52 billion a year earlier, according to data from Benzinga Pro. Blackstone shares gained 1.5% to close at $171.96 on Wednesday. Benzinga readers can access the latest analyst ratings on the Analyst Stock Ratings page. Readers can sort by stock ticker, company name, ana ...

American Airlines Group Inc. AAL will release earnings results for the second quarter before the opening bell on Thursday, July 24. Analysts expect the Fort Worth, Texas-based company to report quarterly earnings at 77 cents per share, down from $1.09 per share in the year-ago period. American Airlines is projected to report quarterly revenue of $14.29 billion, compared to $14.33 billion a year earlier, according to data from Benzinga Pro. American Airlines extended its decades-long partnership with Masterc ...

Enphase Energy, Inc. ENPH CEO Badri Kothandaraman on Tuesday addressed the changes underway in the solar energy market, triggered by evolving incentive structures, and how Enphase plans to respond. Loading... Loading... He listed three things Enphase will do in order to "mitigate the market reduction." Management clarified that these initiatives do not involve leveraging Enphase's balance sheet, but instead rely on Enphase's unique data position and relationships across its vast installer network. The CEO e ...

Read Next: Quantum Stock Tracker: Rigetti Achieves Major Breakthrough, But Jim Cramer Names Another Stock To 'Own' The company's board of directors authorized a new $2 billion share repurchase program. "While early, recent industry demand shows signs of improvement off of depressed second quarter 2025 levels, which combined with moderated capacity across the industry and Southwest-specific initiatives, creates a constructive backdrop for the second half of the year," Southwest wrote in its press release. So ...