-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點摘要如下：我們將目標股價從75美元上調至100美元，基於2028年每股盈餘預期，本益比為33.3倍，高於同業及歷史平均水平，以反映我們對利潤率及預期成長的預期。鑑於第一季和第二季業績指引好於預期，我們將2026年每股收益預期從0.70美元上調至1.05美元，2027年從1.30美元上調至1.40美元，2028年從2.64美元上調至3.00美元。我們預期英特爾的營收成長將受益於人工智慧伺服器領域內容份額的提升，在推理、智能體人工智慧和實體人工智慧等對CPU要求更高的工作負載的推動下，CPU與加速器的比例正從1:8回落至1:4甚至可能持平。這使得至強處理器產品線擁有強勁且可持續的需求，其產品線正以五年來最快的速度擴張。在客戶端領域，人工智慧PC目前已佔客戶端CPU市場的60%以上。我們也對英特爾晶圓代工業務在尖端晶圓產能短缺的情況下仍保持強勁勢頭感到鼓舞，埃隆·馬斯克與Terafab的合作以及與谷歌的多年長期協議都為此提供了強有力的支持。英特爾18A製程的良率表現良好。
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Saudi Shares Start Week Higher; US-Iran Peace Talks Canceled
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Research Alert: CFRA Maintains Hold Rating On Shares Of United Rentals Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our 12-month target price to $1,100 from $950 following a strong first quarter, valuing shares at 20.5x our 2027 EPS outlook of $54.28 (in line with previous estimate; 2026 EPS also in line). We believe a higher multiple is justified given URI's firming market leadership within an expanding rental equipment industry. A robust Q1 beat enabled URI to raise its full-year revenue guidance to $16.9B-$17.4B and adjusted EBITDA to $7.625B-$7.875B, citing momentum heading into a busy season. With leverage well below historical levels, we believe accretive M&A deals could serve as a potential catalyst for additional guidance increases. Margin compression has been a sticky issue for URI, but Q1 indicated that pricing may have turned around and that headwinds are starting to ease as quarterly results begin to lap when tariff-related inflation began to pick-up. We remain cautious on margins, though are encouraged by signs of stabilization. New project activity is likely supporting pricing trends, in our view.
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