目标价与评级调整 - D A Davidson将英伟达目标价从215美元上调至250美元，并维持“买入”评级 [1] - 瑞银认为英伟达最新需求指引反映市场预测明显过低，上调盈利预测并将目标价看高至235美元 [1] 市场预期分析 - 瑞银指出英伟达的需求指引显示当前市场预测明显过低 [1]

Truist Financial Corporation (NYSE:TFC) reported better-than-expected earnings for the third quarter on Friday.The company posted quarterly earnings of $1.04 per share which beat the analyst consensus estimate of $1.00 per share. The company reported quarterly sales of $5.240 billion which beat the analyst consensus estimate of $5.198 billion.Truist Finl said adjusted revenue for 2025 FY is expected to up by 1.5% to 2.5% year over year.Truist Finl shares gained 1.3% to trade at $43.17 on Monday.These analys ...

公司业绩 - 公司第四季度净销售额为13.3亿美元，同比下降5.6%，但高于分析师预期的13亿美元 [1] - 公司调整后每股收益为1.29美元，超过市场预期的1.11美元 [1] - 尽管终端市场条件恶化，公司仍实现了稳健的第四季度和全年业绩 [2] 收购要约 - 公司收到QXO主动提出的每股95.2美元的收购要约 [2] - 消息公布后公司股价上涨28.3%至103.92美元 [2] 分析师评级调整 - Stephens & Co分析师将目标价从90美元上调至95美元，维持增持评级 [4] - RBC Capital分析师将目标价从65美元上调至95.2美元，维持行业一致评级 [4] - Barclays分析师将目标价从71美元上调至95美元，维持中性评级 [4] - Raymond James分析师将目标价从80美元上调至90美元，维持跑赢大盘评级 [4]