Fed Rate Cut Eases Debt Refinancing For Smaller Cloud Computing Firms: Analyst Flags 5 Stocks To Watch
Fed Rate Cut Eases Debt Refinancing For Smaller Cloud Computing Firms: Analyst Flags 5 Stocks To Watch
"A few names in our coverage will need to refinance debt over the next few years," he wrote in a note on Wednesday.The Federal Reserve's decision to cut rates by a hefty 0.5% on Wednesday should be helpful to small- to medium-sized companies in the cloud computing space by making it easier for them to refinance debt, according to an analyst.
根据一位分析师的说法，美联储周三大幅降息0.5%，将有助于云计算领域的中小型公司更容易地进行债务再融资，从而对这些公司有所帮助。
Piper Sandler analyst James Fisher pointed to five such firms in particular that may benefit the most, given their heavy debt loads: Bandwidth, Inc. (NASDAQ:BAND), DigitalOcean Holdings, Inc. (NYSE:DOCN), Fastly, Inc. (NYSE:FSLY), RingCentral, Inc. (NYSE:RNG), and Five9, Inc. (NASDAQ:FIVN).
派杰投资的分析师詹姆斯·费舍尔特别指出了五家可能受益最多的公司，因为它们负债较重，即Bandwidth, Inc. (NASDAQ:BAND)、DigitalOcean Holdings, Inc. (NYSE:DOCN)、Fastly, Inc. (NYSE:FSLY)、RingCentral, Inc. (NYSE:RNG)和Five9, Inc. (NASDAQ:FIVN)。
Read Also: Investors Bet On 50-Basis-Point Rate Cut, Wall Street Analysts Urge Caution: 'This Is A Low-Conviction Fed'
阅读更多: 投资者追捧50个基点的降息，华尔街分析师敦促谨慎：“这是一次缺乏信心的美联储政策”
"A few names in our coverage will need to refinance debt over the next few years," he wrote in a note on Wednesday.
他在周三的一份笔记中写道：“我们所关注的几个公司将在未来几年内需要再融资债务。”
He noted Bandwidth has $250 million in debt coming due in March 2026 and DigitalOcean has $1.5 billion in debt maturing in December 2026. He also pointed out Fastly needs to pay up $347 million by March 2026 and RingCentral has $609 million in debt coming due in March 2026.
他指出，Bandwidth到2026年3月将有2.5亿美元的债务到期，DigitalOcean到2026年12月将有15亿美元的债务到期。他还指出，Fastly需要在2026年3月偿还3.47亿美元的债务，RingCentral到2026年3月将有6.09亿美元的债务到期。
He said lower interest rates may better help these companies better assume the interest costs on their debt.
他表示，较低的利率可能会对这些公司更好地承担债务的利息成本。
Price Action: These companies all saw gains into Thursday's late-morning trading.
股价走势：这些公司在周四上午交易中均获得了增长。
- Bandwidth rose 1.61% to $17.64
- Digital Ocean gained 2.38% to $41.75
- Fastly picked up 2.98% to $7.25
- RingCentral went up 2.04% to $30.70
- Five9 went up 2% to $29.09
- Bandwidth股价上涨了1.61%，至17.64美元。
- Digital Ocean上涨2.38%，至41.75美元
- Fastly上涨2.98%，至7.25美元
- RingCentral上涨2.04%，至30.70美元
- Five9上涨2%，至29.09美元
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Photo: Shutterstock
Photo: shutterstock