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.
根據一位分析師的說法，聯儲局週三大幅減息0.5%，將有助於雲計算領域的中小型公司更容易地進行債務再融資，從而對這些公司有所幫助。
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).
派傑投資的分析師詹姆斯·費舍爾特別指出了五家可能受益最多的公司，因爲它們負債較重，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'
閱讀更多: 投資者追捧50個點子的減息，華爾街分析師敦促謹慎：「這是一次缺乏信心的聯儲局政策」
"A few names in our coverage will need to refinance debt over the next few years," he wrote in a note on Wednesday.
他在週三的一份筆記中寫道：「我們所關注的幾個公司將在未來幾年內需要再融資債務。」
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月將有2.5億美元的債務到期，DigitalOcean到2026年12月將有15億美元的債務到期。他還指出，Fastly需要在2026年3月償還3.47億美元的債務，RingCentral到2026年3月將有6.09億美元的債務到期。
He said lower interest rates may better help these companies better assume the interest costs on their debt.
他表示，較低的利率可能會對這些公司更好地承擔債務的利息成本。
Price Action: These companies all saw gains into Thursday's late-morning trading.
股價走勢：這些公司在週四上午交易中均獲得了增長。
- 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股價上漲了1.61%，至17.64美元。
- Digital Ocean上漲2.38%，至41.75美元
- Fastly上漲2.98%，至7.25美元
- RingCentral上漲2.04%，至30.70美元
- Five9上漲2%，至29.09美元
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Photo: Shutterstock
Photo: shutterstock
