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儘管暫停發布2027財年業績指引,Stifel Canada仍維持對BRP的買入評等和116.00美元的目標價。

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-- 儘管BRP(DOO.TO,DOO)因美國關稅環境變化而暫停發布年度業績指引,但Stifel Canada仍維持對該公司股票的「買入」評級和116.00美元的目標價,理由是「關稅波動性較大」。 BRP管理階層在聲明中估算,如果不採取任何緩解措施,新關稅的影響每年可能超過5億美元。分析師Martin Landry指出,這約佔該公司2026財年EBITDA總額的60%。 Landry補充道,由於第一財季銷售的大部分產品都是在關稅較低的環境下出口到美國的,因此影響應該會從第二季開始顯現。 “鑑於關稅波動性較大,我們目前不會改變預測。影響的程度令人震驚,但這可能只是最糟糕的情況。”

Price: $68.29, Change: $-39.75, Percent Change: -36.79%

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