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市场新闻

Apple supplier Jabil to set up South India plant with $238 mln investment

Apple supplier Jabil to set up South India plant with $238 mln investment NEW DELHI, Sept 10 (Reuters) - Electronic components maker Jabil JBL.N will set up a manufacturing plant in India's southern state of Tamil Nadu with an investment of about 20 billion rupees ($238.2 million), the state's industries minister said on Tuesday. U.S.-based Jabil, a supplier to Apple AAPL.O , will base its plant near the city of Trichy as part of an agreement signed in Chicago that will create close to 5,000 job
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Alerts on share structure incorrectly tagged to Autodesk withdrawn

ADVISORY-Alerts on share structure incorrectly tagged to Autodesk withdrawn Sept 9 (Reuters) - Alerts on Starboard Value issuing a letter to News Corp NWSA.O shareholders were inadvertently tagged to Autodesk ADSK.O , an unrelated company, and have been withdrawn. For the correctly coded alerts on News Corp, click nFWN3KR15Y STORY_NUMBER: nTUA5QQRB
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Starboard files proposal at News Corp, seeks to break Murdoch's grip

EXCLUSIVE-Starboard files proposal at News Corp, seeks to break Murdoch's grip By Svea Herbst-Bayliss NEW YORK, Sept 6 (Reuters) - Hedge fund Starboard Value has filed a shareholder resolution to do away with the dual-class shares that allow Rupert Murdoch to control News Corp NWSA.O , the publisher of the Wall Street Journal, according to people familiar with the matter.
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U.S. Commercial Metals, M&T Bank, Simon Property

U.S. RESEARCH ROUNDUP-Commercial Metals, M&T Bank, Simon Property Sept 3 (Reuters) - Wall Street securities analysts revised their ratings and price targets on several U.S.-listed companies, including Commercial Metals, M&T Bank Corp and Simon Property Group, on Tuesday. HIGHLIGHTS * Autodesk Inc ADSK.O : Citigroup raises target price to $325 from $316 * Builders Firstsource BLDR.N : Oppenheimer raises target price to $205 from $190 * Commercial Metals Co CMC.N : Jefferies initiates with buy rat
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U.S. STOCKS Autodesk, Gap, BioCardia

BUZZ-U.S. STOCKS ON THE MOVE-Autodesk, Gap, BioCardia Eikon search string for individual stock moves: STXBZ The Day Ahead newsletter: https://refini.tv/3LI4BU7 The Morning News Call newsletter: https://refini.tv/3dKUyB8 Wall Street's main indexes rose on Friday and were set for monthly gains after a key inflation report reiterated moderating price pressures, cementing bets for an interest-rate cut at the U.S.
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Autodesk rises to five-month high after hiking annual revenue, profit forecasts

BUZZ-Autodesk rises to five-month high after hiking annual revenue, profit forecasts ** Shares of design-software maker Autodesk ADSK.O rise 2% to $263.52, highest since March ** Co lifts FY 2025 revenue forecast to $6.08 bln - $6.13 bln, from earlier range of $5.99 bln - $6.09 bln after the bell on Thursday ** Co also hikes annual adj earnings per
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U.S. Autodesk, Elastic NV, GMS

U.S. RESEARCH ROUNDUP-Autodesk, Elastic NV, GMS Aug 30 (Reuters) - Wall Street securities analysts revised their ratings and price targets on several U.S.-listed companies including Autodesk, Elastic NV and GMS, on Friday. HIGHLIGHTS * Autodesk Inc ADSK.O : RBC raises target price to $313 from $290 * Elastic NV ESTC.N : Piper Sandler cuts target price to $100 from $131 * GMS Inc GMS.N : Truist Securities cuts target price to $90 from $95 * Nvidia Corp NVDA.O : Baird raises target price to $150 f
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Autodesk Inc reports results for the quarter ended in July 31 - Earnings Summary

Autodesk Inc reports results for the quarter ended in July 31 - Earnings Summary Autodesk Inc ADSK.OQ reported quarterly adjusted earnings of $2.15​​ per share for the quarter ended July 31, higher than the same quarter last year, when the company reported EPS of $1.91. The mean expectation of nineteen analysts for the quarter was for earnings of $2.00 per share.
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Autodesk raises annual revenue and profit forecasts on strong design software demand

Autodesk raises annual revenue and profit forecasts on strong design software demand Aug 29 (Reuters) - Autodesk ADSK.O raised its forecast for fiscal 2025 revenue and profit on Thursday, citing robust spending on its design software amid signs of an easing economy, sending shares up more than 5% in extended trading. Autodesk's results indicate that industries ranging from constructi on and architecture to animation are heavily investing in the company's software, driven by its artificial intell
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Autodesk rises on upbeat annual profit and revenue forecast

BUZZ-Autodesk rises on upbeat annual profit and revenue forecast ** Design-software maker Autodesk's shares RIC rise 5% to $271.49 after the bell ** Lifts FY 2025 revenue forecast to range $6.08 bln - $6.13 bln, from earlier range of $5.99 bln - $6.09 bln ** Now sees adjusted profit per share to range between $8.18 - $8.31 from $7.99 - $8.21 ** "Given our sustained momentum in Q2 and smooth launch of the new transaction model in North America, we are raising the mid-points of our billings, reven
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Autodesk Q2 Adjusted EPS USD 2.15 Vs. IBES Estimate USD 2

BRIEF-Autodesk Q2 Adjusted EPS USD 2.15 Vs. IBES Estimate USD 2 Aug 29 (Reuters) - Autodesk Q2 EPS USD 1.3. Q2 EBIT margin 23% Q2 adjusted EBIT margin 37% Q2 revenue USD 1,500 million vs. IBES estimate USD 1,482 million
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Nvidia 'beats' as expected, but fallout limited

MORNING BID AMERICAS-Nvidia 'beats' as expected, but fallout limited A look at the day ahead in U.S. and global markets from Mike Dolan After all that, Nvidia NVDA.O beat expectations - which has become "expected" - and the stock retreated about 5%. This is still August, after all. To be fair, the negative market reception to the artificial intelligence pacesetter's quarterly results overnight was typical of the reaction to other ostensible "beats" in the sector in this earnings season.
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What to Watch in the Day Ahead - Thursday, August 29

What to Watch in the Day Ahead - Thursday, August 29 The Day Ahead is an email and PDF publication that includes the day's major stories and events, analyses and other features. To receive The Day Ahead, Eikon users can register at DAY/US . Thomson One users can register at RT/DAY/US. All times in ET/GMT On the U.S. economic calendar, the Commerce Department’s Bureau of Economic Analysis is scheduled to release the second estimate for the second-quarter gross domestic product data.
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Autodesk Inc <ADSK.OQ> expected to post earnings of $2.00 a share - Earnings Preview

Autodesk Inc expected to post earnings of $2.00 a share - Earnings Preview Autodesk Inc ADSK.OQ ADSK.O is expected to show a rise in quarterly revenue when it reports results on August 29 for the period ending July 31 2024 The San Francisco California-based company is expected to report a 10.2% increase in revenue to $1.482 billion from $1.35 billion a year ago, according to the mean estimate from 18 analysts, based on LSEG data.The company's guidance on June 11 2024, for the period ended July 3
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U.S. First BanCorp, Kellanova, Popular

U.S. RESEARCH ROUNDUP- First BanCorp, Kellanova, Popular Aug 26 (Reuters) - Wall Street securities analysts revised their ratings and price targets on several U.S.-listed companies, including First BanCorp, Kellanova and Popular, on Monday. HIGHLIGHTS * Crowdstrike CRWD.O : Rosenblatt Securities cuts target price to $330 from $350 * First BanCorp FBP.N : Piper Sandler assumes coverage with neutral rating * Kellanova K.N : D.A.
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U.S. earnings week ahead

DIARY-U.S. earnings week ahead Aug 23 (Reuters) - Diary of U.S. (.SPX) corporate earnings for the week ahead. ** Please Note - All times given are in U.S. EDT unless otherwise stated ** U.S. EARNINGS Start Date Start Time (GMT) RIC Company Name Event Name 28-Aug-2024 16:15 COO.O Cooper Companies Inc Q3 2024 Cooper Companies Inc Earnings Release 28-Aug-2024 AMC CRWD.O CrowdStrike Holdings Inc Q2 2025 CrowdStrike Holdings Inc Earnings Release 28-Aug-2024 AMC NTAP.O NetApp Inc Q1 2025 NetApp Inc Ea
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U.S. Advance Auto Parts, Chewy, Workday

U.S. RESEARCH ROUNDUP-Advance Auto Parts, Chewy, Workday Aug 23 (Reuters) - Wall Street securities analysts revised their ratings and price targets on several U.S.-listed companies, including Advance Auto Parts, Chewy and Workday, on Friday. HIGHLIGHTS * Advance Auto Parts Inc AAP.N : JP Morgan cuts target price to $43 from $55 * Chewy CHWY.N : Piper Sandler raises to overweight from neutral * Intuit Inc INTU.O : Jefferies raises target price to $790 from $770 * Williams-Sonoma Inc WSM.N : TD Co
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Starboard Reiterates Call For Significant Change At Autodesk Following Reports Of Senior Executives Intentionally Misleading Shareholders

BRIEF-Starboard Reiterates Call For Significant Change At Autodesk Following Reports Of Senior Executives Intentionally Misleading Shareholders Aug 22 (Reuters) - Autodesk Inc ADSK.O : STARBOARD REITERATES CALL FOR SIGNIFICANT CHANGE AT AUTODESK FOLLOWING REPORTS OF SENIOR EXECUTIVES INTENTIONALLY MISLEADING SHAREHOLDERS STARBOARD: URGE BOARD TO HO
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Starboard Urges Autodesk To Hold CEO Accountable After Probe- Bloomberg News

BRIEF-Starboard Urges Autodesk To Hold CEO Accountable After Probe- Bloomberg News Aug 22 (Reuters) - STARBOARD URGES AUTODESK TO HOLD CEO ACCOUNTABLE AFTER PROBE- BLOOMBERG NEWS STARBOARD SAYS THERE IS AN URGENT NEED FOR SIGNIFICANT CHANGE AT AUTODESK- BLOOMBERG NEWS Source: https://tinyurl.com/2fr5jzt4
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U.S. Agree Realty, Global Payments, Snowflake

U.S. RESEARCH ROUNDUP- Agree Realty, Global Payments, Snowflake Aug 21 (Reuters) - Wall Street securities analysts revised their ratings and price targets on several U.S.-listed companies, including Agree Realty, Global Payments and Snowflake on Wednesday. HIGHLIGHTS * Agree Realty Corp ADC.N : Raymond James raises target price to $81 from $70 * Coinbase Global Inc COIN.O : Jefferies cuts target price to $220 from $245 * Global Payments Inc GPN.N : Jefferies raises target price to $130 from $120
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