HYDERABAD, India, Feb. 11, 2025 /PRNewswire/ -- Cyient DLM, an integrated partner for design-led manufacturing, has signed a production contract with Boeing Global Services (BGS) for precision-machined parts and assemblies, marking a key milestone in their partnership.This precision machining project awarded to Cyient DLM by BGS highlights Cyient DLM's growing capabilities in delivering high-precision components to the aerospace sector.Anthony Montalbano, CEO, Cyient DLM, said, "This contract with Boeing is ...

Twilio Inc. (TWLO) , a leading provider of cloud communications Platform-as-a-Service (PAAS) in the United States and internationally, will report fourth-quarter 2024 earnings results on Feb. 13, after the closing bell. The stock currently carries a Zacks Rank #1 (Strong Buy) and has an Earnings ESP of +3.28%. You can see the complete list of today’s Zacks #1 Rank stocks here.Our research shows that for stocks with the combination of a Zacks Rank #3 (Hold) or better (Rank #1 or 2) and a positive Earnings ES ...

OrganiGram (OGI) came out with a quarterly loss of $0.05 per share versus the Zacks Consensus Estimate of a loss of $0.03. This compares to loss of $0.14 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -66.67%. A quarter ago, it was expected that this cannabis producer would post a loss of $0.03 per share when it actually produced a loss of $0.04, delivering a surprise of -33.33%.Over the last four quarters, the company has su ...

Orion Energy Systems, Inc. (OESX) came out with a quarterly loss of $0.05 per share versus the Zacks Consensus Estimate of a loss of $0.06. This compares to loss of $0.07 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 16.67%. A quarter ago, it was expected that this company would post a loss of $0.09 per share when it actually produced a loss of $0.11, delivering a surprise of -22.22%.Over the last four quarters, the company ...

EnglishItalianoEspañolPortuguêsDeutschالعربيةFrançaisImportant DisclaimersThe content provided on the website includes general news and publications, our personal analysis and opinions, and contents provided by third parties, which are intended for educational and research purposes only. It does not constitute, and should not be read as, any recommendation or advice to take any action whatsoever, including to make any investment or buy any product. When making any financial decision, you should perform your ...

文章核心观点 - 半导体股票受益于生成式AI热潮，但随着更高效AI模型出现需求或放缓，苹果公司有望在AI增长下一阶段受益，维持对苹果股票中性立场，对英伟达股票持看空态度 [1][6] AI驱动升级周期 - 苹果新的Apple Intelligence套件虽推出晚但实施效果好，与多数科技公司仍在寻找生成式AI用例和商业模式形成对比 [2] - Apple Intelligence仅在iPhone 16、16 Pro及去年的iPhone 15 Pro可用，有限兼容性鼓励老用户升级 [2] - 软件2024年末推出后iPhone销售持平，假日季营收同比降1%至692亿美元，但销售有望回升 [2] - Apple Intelligence目前覆盖不到20%的iPhone用户，随着AI扩展到更多设备，有望提振iPhone和iPad销售 [2] 服务业务增长 - 苹果服务部门过去一年创收近1000亿美元，2025财年第一季度服务销售同比增14%至约260亿美元，创历史新高 [3] - 该部门是苹果增长最快的部门，受应用销售和超10亿付费订阅推动，AI工具可通过多种方式加速其增长 [3] - 苹果可通过AI增强应用引入高级功能和新订阅服务，设备端AI处理增加存储需求也带来新盈利机会 [3] - 苹果设备端AI处理策略使客户承担更高计算成本，与其他科技公司投入巨额AI资本支出不同 [3] DeepSeek突破利好苹果 - 中国DeepSeek AI突破冲击半导体行业，其强调软件优化降低AI模型训练成本，可能削弱高端GPU需求 [4] - DeepSeek创建的小型高效AI模型可在基础硬件上有效运行，若AI向轻量级本地化模型发展，苹果将受益 [4] - 苹果M系列处理器以高能效和高性能著称，适合处理此类工作负载 [5] 股票表现与评级 - 苹果股票过去四年表现不稳定，回报率波动大于标普500指数，Trefis高质量投资组合表现更优 [6] - 维持对苹果股票中性立场，目标价228美元，与当前市值相当，其股票远期市盈率31倍，但未来两年营收增长预计为个位数中段 [6] - 对英伟达股票持看空态度，目标价93美元，较当前交易价低约30% [6]

文章核心观点 - 2024年第四季度油价下跌，影响能源市场和投资者预期，能源行业盈利前景不佳，不同业务板块表现有差异，部分能源公司即将公布财报，盈利情况受关注 [1][2][12] 第四季度油价情况 - 2024年第四季度西德克萨斯中质原油平均每桶70.69美元，低于上一年的78.41美元，天然气亨利枢纽现货价格平均每百万英热单位2.44美元，低于上一年的2.74美元，油价下跌因全球产量上升和需求增长疲软 [3] 油气价格下跌对同比增长的影响 - 能源公司第四季度盈利前景严峻，标准普尔500指数中的能源公司盈利预计较2023年第四季度下降25.6%，收入增长2.1% [4] - 约46.2%的标准普尔500能源公司已公布财报，盈利同比下降35%，收入仅增长1% [5] - 能源公司盈利能力面临下行压力，第四季度仅66.7%的公司超过每股收益预期，收入超预期比例也为66.7% [6] 各业务板块表现 - 钻探公司第四季度情况复杂，高产区需求强可维持业务，但低油价会使支出谨慎，注重成本效益技术和高需求地区的公司可能获合同 [7] - 存储和运输业务需求强劲，尤其是液化天然气，靠近关键出口枢纽和专注液化天然气运输的公司将受益于全球出口增长 [9] - 勘探与生产公司受油价下跌直接影响，有多元化投资组合、成本效益高且套期保值策略强的公司能减轻影响 [10] 影响第四季度盈利的因素 - 大宗商品价格大幅下跌使盈利季面临挑战，能源行业预计在2024年12月季度盈利256亿美元，较上一季度下降31.2%，较去年同期下降25.6% [11] 部分能源公司情况 安tero资源公司（AR） - 收盘后公布季度财报，盈利超预期可能性高，目前盈利预期差值为+0.41%，Zacks评级为2 [14] - 扎克斯共识预期每股收益为31美分，较上一年报告数字增长40.91% [15] - 是专注于阿巴拉契亚盆地资源勘探、生产和收购的独立油气公司，资产多元化且套期保值策略强 [16] 纳伯斯工业有限公司（NBR） - 收盘后公布季度财报，盈利超预期可能性低，目前盈利预期差值为+53.97%，Zacks评级为4 [17] - 扎克斯共识预期每股亏损1.86美元，较上一年报告数字下降51.56% [17] - 为陆上和海上油气井提供钻探及相关服务，全球运营，过去四个季度均未达扎克斯共识预期 [18] 威廉姆斯公司（WMB） - 开盘前公布季度财报，盈利超预期可能性低，目前盈利预期差值为 -2.53%，Zacks评级为3 [18] - 扎克斯共识预期每股收益为45美分，较上一年报告数字下降6.25% [19] - 是专注天然气运输和存储的能源基础设施公司，过去四个季度盈利均超共识预期 [20]

Ceragon Networks (CRNT) came out with quarterly earnings of $0.09 per share, missing the Zacks Consensus Estimate of $0.10 per share. This compares to earnings of $0.04 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -10%. A quarter ago, it was expected that this provider of wireless backhaul services would post earnings of $0.09 per share when it actually produced earnings of $0.16, delivering a surprise of 77.78%.Over the la ...

Shopify (SHOP) came out with quarterly earnings of $0.44 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $0.34 per share a year ago. These figures are adjusted for non-recurring items.A quarter ago, it was expected that this cloud-based commerce company would post earnings of $0.27 per share when it actually produced earnings of $0.36, delivering a surprise of 33.33%.Over the last four quarters, the company has surpassed consensus EPS estimates three times.Shopify, which b ...

With over 14 years of experience as a sellside equity analyst specializing in the HK/China market, I have developed a deep understanding and keen insight into various sectors. For the past eight years, I have been focusing on China’s oil & gas and chemicals stocks at Citi, where I honed my expertise in analyzing market trends, evaluating company performance, and providing investment recommendations. Prior to this, I covered China’s metals and mining stocks, gaining a broad perspective on the dynamics and ch ...