-- 加拿大皇家銀行資本市場（RBC Capital Markets）週四發布的一份報告指出，Elastic (ESTC) 已做好充分準備，將受益於企業人工智慧的普及，尤其是在人工智慧應用大規模投入生產階段。 該券商表示，Elastic 的中期目標——總收入成長超過 20%、非 GAAP 營業利潤率超過 20% 以及自由現金流利潤率超過 20%——目前仍有望實現。 RBC 表示，Elastic 的差異化優勢在於其自主管理和靈活的部署方案，使其能夠同時處理結構化和非結構化資料。 報告指出，管理層強調目前剩餘履約義務是關鍵的業績方向指標，並指出最新季度以固定匯率計算的成長速度已加速至 15%，這可能有助於未來的營收成長。 RBC 表示：「我們認為伊朗戰爭不會對業績產生重大影響。」報告也指出，儘管 Elastic 在中東地區有一定的業務，但這些市場相對而言並不重要。 RBC維持對該股的「跑贏大盤」評級，但將目標價從80美元下調至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.