-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。2027年のPERを10.4倍と想定し、12ヶ月目標株価を15ドル引き下げて250ドルとします。これは、過去の平均値に対するプレミアムであり、当社が景気循環の初期段階とみなす市場状況によって正当化されます。2026年の調整後EPS予想を22.30ドルから21.65ドルに、2027年の調整後EPS予想を24.20ドルから24.00ドルに引き下げます。第1四半期の業績が予想を上回ったことを受け、AN株に対する「強力買い」の投資判断を維持しつつ、予想と目標株価を引き下げます。ANは引き続き好調な業績を上げており、第1四半期は6四半期連続で予想を上回りました。 ANが第1四半期に3億ドル相当の自社株買いを実施し、発行済み株式総数の4%を消却したことは、当社にとって心強い兆候です（これは、2025年の四半期平均自社株買い額約1億9,600万ドルからの増加となります）。ANは、EPSを押し上げる自社株買いと収益性の高い買収によって、同業他社に比べて力強い成長が見込まれるため、自動車小売業界における当社のトップピック銘柄の一つであり続けています。ファンダメンタルズ環境は依然として厳しいものの、今後数年間で大きな成長余地があると見ています。
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