-- 摩根士丹利週四發布的一份報告指出，Wayfair (W) 仍是一隻長期股價上漲的股票，其獲利品質和現金流狀況在產品更新換代週期暫時延緩的情況下持續改善。 報告稱，Wayfair 第一季的業績令人“鬆了一口氣”，此前該股估值下調已反映出市場預期其營收增速將放緩至個位數百分比。 報告指出，Wayfair 第一季營收成長依然強勁，調整後 EBITDA 利潤率也高於市場預期。 報告還補充道，Wayfair 的現金流狀況持續改善，自由現金流達到 2021 年年中以來的最高水平，凸顯了該公司盈利品質的提升。 報告稱：“以目前的股價水平來看，其上漲空間仍然存在，超過了下跌風險。” Wayfair 繼續保持個位數中段的營收成長、十幾個百分點的利潤率成長以及不斷提高的現金流轉換率，同時保持著有利於家具更新周期復甦的槓桿率。 摩根士丹利將 Wayfair 的目標價從 128 美元下調至 110 美元，但維持「增持」評級。
Price: $65.51, Change: $+1.58, Percent Change: +2.47%
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