Akamai获Piper Sandler上调评级
Akamai Rises, Duolingo Gains, Howmet Aerospace Tumbles | Stock Movers
涵盖多家热门科技/工业股的机构评级调整与具体目标价变动，数据详实，对关注个股基本面的投资者有直接参考价值。
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彭博音频工作室播客、广播、新闻，
the Stock Movers Report, your roundup of companies making moves in the stock market, harnessing the power of Bloomberg data. I'm Tim SVC along with Christina Kino. It is Bloomberg Business Week Daily. Let's take a look at some stocks on the move. Today we are joined by Bloomberg News equities reporter Arvelis Bonia Ramos. Hey Arvelis. Hey, how are y'all?
《股票异动报告》，为您汇总在股市中采取行动的公司，利用彭博数据的力量。我是蒂姆·SVC，与克里斯蒂娜·基诺一起。这是《彭博商业周刊》每日节目。让我们来看看一些正在变动的股票。今天我们邀请到了彭博新闻社股票记者阿韦利斯·博尼亚·拉莫斯。你好，阿韦利斯。嘿，大家好吗？
We're good. We are good. Uh I'm curious on what's on your radar with stock movers today.
我们很好。我们都好。嗯，我好奇今天你关注哪些股票异动。
Absolutely. We got some um I I mixed it up today. We have some movers after the bell that caught my attention and then some um under my coverage uh defense aerospace that's helmet aerospace uh ticker is HWM. Um shares right now are fluctuating a little bit in postmarket trading but the company which makes engine components uh fasteners and other other metal parts for space and defense companies had a decline uh it's a decline the most since July 2025 that was about 9.2% that's after getting caught Ellen Musk confirming um a press report that SpaceX will be casting parts for natural gas turbines specifically blades and veins.
当然。我们今天有些……我调整了一下。有一些收盘后的异动引起了我的注意，还有一些在我报道范围内的……国防航空航天领域的赫姆特尔航空航天（Helmets Aerospace），股票代码是HWM。目前，该公司股价在盘后交易中略有波动，但这家为航天和国防公司制造发动机部件、紧固件和其他金属零件的公司出现了下跌，这是自2025年7月以来最大的跌幅，约为9.2%，此前埃隆·马斯克确认了有关SpaceX将为天然气涡轮机铸造零部件（特别是叶片和导流片）的新闻报道。
That makes sense though because I mean no I I I think it makes sense because um I I think that I mean you tell me but the the wait list from G Vernova for one of these turbines is like years.
这说得通，因为我是说，不，我认为这说得通，因为我是说，你告诉我，但G Vernova对这些涡轮机的等待名单长达数年。
Yes.
是的。
So the as as Mike Mclo always reminds us the cure for high prices is high prices.
所以，正如迈克·麦克洛总是提醒我们的那样，高价格的解药是高价格。
Well now that you mentioned G Vernova G Vernova and Seammens also saw declines after the announcement and Hman actually supplies both these companies. Uh there was a Bernstein analyst that um and just to note they were saying that maybe the stockown on the comments is a buying opportunity. Okay. And notes also that SpaceX maybe even if they do end up building out and producing this they don't see them being a company that would be you know the new industry supplier because it would take a it would be going stepping away from you know SpaceX core and their pitch right now.
既然你提到了G Vernova，G Vernova和西门子在宣布此事后也出现了下跌，而赫曼实际上为这两家公司供货。一位伯恩斯坦分析师表示，也许对这一评论的负面反应是一个买入机会。好的。并指出，即使SpaceX最终建立并生产这些产品，他们也不认为这家公司会成为新的行业供应商，因为这需要偏离SpaceX的核心业务及其目前的定位。
Well well these turbines are needed to power AI. Yes. If you look at some of SpaceX's uh
这些涡轮机确实需要用于为AI供电。是的。如果你看看SpaceX的一些
data centers, they're powered by portable diesel powered generators in some cases
数据中心，在某些情况下，它们由便携式柴油发电机供电，
because they cannot get natural gas turbines. I mean, look, it takes power plants too to do this, but that's just part of the equation.
因为他们无法获得天然气涡轮机。我是说，你看，这也需要发电厂，但这只是其中的一部分。
Yeah, I think the news were very much we need this for our data centers from the SpaceX perspective and and maybe the market just reacted a little bit to oh maybe this is going to affect on the long term these other companies that have been major suppliers. The question is, yeah, the answer is like there's really not a not Yeah.
是的，我认为从 SpaceX 的角度来看，新闻重点在于我们需要这些数据中心。也许市场只是对这一消息做出了一点反应：这可能会影响那些一直是主要供应商的其他公司的长期前景。问题是……嗯，答案是没有，真的没有。
Well, speaking of a stock that's benefiting from AI, talk of us talk to us about Okami.
好吧，说到受益于 AI 的股票，跟我们聊聊 Okami 吧。
Well, yeah, that's akam. Um, up about 2% after the bell. That's after Piper Sandler raised a recommendation on the software company to overweight from neutral. Um, the analyst James Fitch says that it can benefit from AI builds uh as it shifts towards longduration compute contracts. Worth noting that the stock is about uh 24% this year, but the shares are down 34% from a May high. Um and the current price was I think it closed at 108 uh today.
嗯，是的，那是 Akamai。盘后上涨约 2%。这是因为 Piper Sandler 将该软件公司的评级从“中性”上调至“超配”。分析师 James Fitch 表示，随着公司转向长期计算合同，它将从 AI 建设中受益。值得注意的是，该股今年涨幅约为 24%，但较 5 月高点下跌了 34%。嗯，当前价格我想今天收盘是 108 美元。
Yeah.
是的。
Okay. So that price target upgrades uh from Piper Sandler is still an upgrade from Yeah. from its uh current trading 125. Yeah.
好的。所以 Piper Sandler 的目标价上调……仍然是从 Yeah 从其目前交易的 125 美元上调。是的。
Even though it was a reduction. So
尽管这是一个下调。所以
Okay. I've already done my Dolingo for the day.
好的。我今天已经完成了我的多邻国学习。
Yeah. 516.
是的。516。
The owl is so persistent. How can you do that?
这只猫头鹰太执着了。你怎么做到的？
I know. Well, I have a setting. Okay. Well, I'll tell you about the setting after we talk about Dualingo. I love that we're talking about Dualingo because that's an app that unfortunately I've been neglecting um a little bit and I
我知道。嗯，我有个设置。好吧。等我们聊完 Duolingo 我再告诉你这个设置。我很高兴我们在聊 Duolingo，因为这是一款我不幸有点忽略的应用程序，而且我
What are you learning?
你在学什么？
Uh Japanese.
呃，日语。
Okay.
好的。
Um I can say a couple things and my husband gets very uh what do we do here? What are we doing? Um but the mobile learning platform is up 2% after the bell. Um, Evercore analyst uh Mark Mahaney raised a recommendation on the company to outperform from inline. Also worth noting that the stock uh was raised to a street high by Evercore um to 210 from 105.
嗯，我能说几句话，我丈夫就会很……我们在这儿做什么？我们在做什么？嗯，但这个移动学习平台盘后上涨了 2%。Evercore 分析师 Mark Mahaney 将该公司的评级从“持平”上调至“跑赢大盘”。同样值得注意的是，Evercore 将该股目标价从 105 美元上调至 210 美元，创下华尔街最高目标价。
I mean this thing has been getting beat up
我是说这个东西一直被打压
like oh yeah like um you know if you look at what Duolingo has done in the past couple of years I mean it was down 45% in 2025. So, and and even so far this year, it's it's still down
就像哦，是的，比如，你知道如果你看看 Duolingo 在过去几年里的表现，我是说它在 2025 年下跌了 45%。所以，而且即使在今年到目前为止，它仍然下跌
gosh, yeah, 15%.
天哪，是的，15%。
15% year to date. Yeah. It's one of those companies that got shocked by the broader sort of like AI disruption narrative like do we need these apps? Can these apps be sort of like targeted by you know computer or like AI generated? And it's like there's a personality and there's something that these companies have and a lot of analysts are seeing saying like hey
年初至今下跌 15%。是的。它是那种被更广泛的 AI 颠覆叙事震惊的公司之一，比如：我们还需要这些应用吗？这些应用会不会被计算机或 AI 生成所取代？其实这些公司有个性，有某种特质，许多分析师都在指出，嘿
this is not disrupt as much right now. A viral owl is apparently not enough to
现在并没有那么大的颠覆性。一只走红的猫头鹰显然不足以
No, I like I like Duolingo. I um I have a setting where I have to in order to use Instagram or the WhatsApp on my phone, I have to do my Duolingo first and then unlock.
不，我喜欢，我喜欢多邻国。我呃，我有一个设置，为了使用手机上的 Instagram 或 WhatsApp，我必须先完成我的多邻国课程，然后才能解锁。
It's like your homework and then you get
这就像你的家庭作业，然后你就能
unlocks it. So,
解锁它。所以，
okay.
好的。
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