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尽管暂停发布2027财年业绩指引,Stifel Canada仍维持对BRP的“买入”评级和116.00美元的目标价。

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-- 尽管BRP(DOO.TO,DOO)因美国关税环境变化而暂停发布年度业绩指引,但Stifel Canada仍维持对该公司股票的“买入”评级和116.00美元的目标价,理由是“关税波动性较大”。 BRP管理层在一份声明中估算,如果不采取任何缓解措施,新关税的影响每年可能超过5亿美元。分析师Martin Landry指出,这约占该公司2026财年EBITDA总额的60%。 Landry补充道,由于第一财季销售的大部分产品都是在关税较低的环境下出口到美国的,因此影响应该会从第二季度开始显现。 “鉴于关税波动性较大,我们目前不会改变预测。影响的程度令人震惊,但这可能只是最糟糕的情况。”

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