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摩根士丹利稱，SharkNinja第一季業績“強勁”，但成長可持續性問題依然存在。

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-- 摩根士丹利週四發布的一份報告稱，SharkNinja (SN) 第一季度業績表現“穩健”，並上調了全年業績預期。但報告指出，基本面趨勢“喜憂參半”，投資者對未來成長潛力的可持續性擔憂令股價承壓。 該投資銀行將這份報告描述為“樂觀展望”，同時認為公司部分業績預期仍然“保守”，並表示其管理層在成本控制方面值得“信任”。 報告稱，季度盈利超預期主要得益於“較低的稅率”，但國內銷售增長不如預期，毛利率增長空間也比近幾個季度“縮小”。報告也指出，儘管國際市場成長趨勢依然令人鼓舞，但投資人對公司能否維持「業績超預期並上調業績預期」的擔憂令股價承壓。 該投資銀行目前預測SharkNinja公司2026財年營收成長12.4%，高於先前11.4%的預期；每股收益6.12美元，高於先前預測的6.02美元。報告顯示，2027財年，該行持續預測營收成長9.4%，並將每股盈餘預期從6.68美元上調至6.74美元。 摩根士丹利維持對SharkNinja的「中性」評級，並將目標股價從127美元上調至128美元。

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

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