-- 加拿大皇家银行资本市场（RBC Capital Markets）周四发布的一份报告指出，Elastic (ESTC) 已做好充分准备，将受益于企业人工智能的普及，尤其是在人工智能应用大规模投入生产阶段。 该券商表示，Elastic 的中期目标——总收入增长超过 20%、非 GAAP 营业利润率超过 20% 以及自由现金流利润率超过 20%——目前仍有望实现。 RBC 表示，Elastic 的差异化优势在于其自主管理和灵活的部署方案，使其能够同时处理结构化和非结构化数据。 报告指出，管理层强调当前剩余履约义务是关键的业绩方向指标，并指出最新季度按固定汇率计算的增速已加速至 15%，这可能有助于未来的收入增长。 RBC 表示：“我们认为伊朗战争不会对业绩产生重大影响。”报告还指出，尽管 Elastic 在中东地区有一定的业务，但这些市场相对而言并不重要。 RBC维持对该股的“跑赢大盘”评级，但将目标价从80美元下调至70美元。
Price: $47.81, Change: $+0.30, Percent Change: +0.63%
Descartes Systems Group (DSGX) shares rose over 5% in Thursday afternoon trading after Rothschild & Co Redburn upgraded the stock to buy from neutral, while lowering the price target to $90 from $100.Trading volume stood at over 622,000 shares, compared with a daily average of 724,731.Price: $76.41, Change: $+3.81, Percent Change: +5.25%
SmartCentres Real Estate Investment Trust (SRU-UN.TO), which saw its shares post a fresh 52 week high today, said Thursday that its trustees declared a distribution for April 2026 of $0.15417 per unit, representing $1.85 per unit on an annualized basis. The April distribution is unchanged from the one for March.April's distribution will be payable on May 15, 2026 to unitholders of record as at April 30, 2026.Its shares rose $0.42 or 1.5% to $28.49, having touched $28.82.Price: $28.50, Change: $+0.43, Percent Change: +1.53%
DeepOcean and Woodside Energy said on Thursday have carried out a simultaneous subsea inspection and 3D scanning campaign at the Sangomar offshore oil development in Senegal, in what the companies described as an efficiency milestone in subsea operations.DeepOcean said the operation covered 69 subsea structures, including 17 subsea trees, and combined routine inspection work with high-resolution 3D photogrammetry scanning in a single remotely supported ROV campaign.The approach eliminated the need for separate vessel deployments for inspection and survey tasks and did not require additional offshore personnel.The companies said the "dual-scope" methodology enabled both inspection routines and 3D scanning to be performed concurrently, cutting offshore time to just over half of what would typically be required for two separate operations, while also increasing data output.Meanwhile, Woodside said the system combines ROVs equipped with scanning tools, inspection engineers, proprietary subsea imaging software and digital twin capabilities, using photogrammetry to generate 3D reconstructions from subsea imagery and sonar data.DeepOcean operates across several West African countries, including Congo-Brazzaville, Equatorial Guinea, Gabon and Ghana, where it supports subsea inspection and IMR services for offshore energy developments.