-- （第三段更新了I Squared對置評請求的回應。） 根據彭博社週四引述知情人士報道，黑石集團（Blackstone，股票代號：BX）和I Squared正在考慮收購德國媒體集團Stroeer，該收購案對Stroeer的估值可能達到25億歐元（約29.4億美元）。 報道稱，這兩家私募股權公司正逐步接近每股40歐元左右的報價。 I Squared拒絕就此事向置評，而黑石集團尚未回覆置評請求。 （市場動態新聞來自與全球市場專業人士的對話。這些資訊被認為來自可靠來源，但可能包含傳聞和猜測。準確性無法保證。）
Price: $122.25, Change: $-2.44, Percent Change: -1.96%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our 12-month target by $4 to $35, 19x our 2026 EPS estimate (down from 20x), a discount to its 26x five-year average justified by competitive headwinds in the pizza quick service restaurant (QSR) industry. We lower our 2026 EPS estimate to $1.83 from $1.94 and 2027's to $2.35 from $2.37. Following Q1 results that included a disappointing performance in North America comp growth (-6.4%), we are lowering our opinion to Hold from Buy. Our previous thesis rested upon the potential for PZZA to translate improvements in its loyalty program, menu, and sales channels into more sustainable comp growth. However, momentum seen in 1H 2025 has faded. In our view, the company's plan to close 300 North American store locations highlights competitive pressures from pizza QSR peers. As a result, PZZA's margin and free cash flow profile have deteriorated more than we thought. Our new Hold opinion contemplates comp momentum in international markets, which is offsetting North American underperformance.
Price: $128.97, Change: $-9.01, Percent Change: -6.53%