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摩根士丹利称，SharkNinja第一季度业绩“强劲”，但增长可持续性问题依然存在。

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-- 摩根士丹利周四发布的一份报告称，SharkNinja (SN) 第一季度业绩表现“稳健”，并上调了全年业绩预期。但报告指出，基本面趋势“喜忧参半”，投资者对未来增长潜力的可持续性担忧令股价承压。 该投资银行将这份报告描述为“乐观展望”，同时认为公司部分业绩预期仍然“保守”，并表示其管理层在成本控制方面值得“信任”。 报告称，季度盈利超预期主要得益于“较低的税率”，但国内销售增长不及预期，毛利率增长空间也比近几个季度“缩小”。报告还指出，尽管国际市场增长趋势依然令人鼓舞，但投资者对公司能否维持“业绩超预期并上调业绩预期”的担忧令股价承压。 该投资银行目前预测SharkNinja公司2026财年营收增长12.4%，高于此前11.4%的预期；每股收益6.12美元，高于此前预测的6.02美元。报告显示，对于2027财年，该行继续预测营收增长9.4%，并将每股收益预期从6.68美元上调至6.74美元。 摩根士丹利维持对SharkNinja的“中性”评级，并将目标股价从127美元上调至128美元。

Price: $114.32, Change: $-1.18, Percent Change: -1.02%

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