-- 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：我們維持對DAN的12個月目標價為40美元，基於2027年12.9倍的本益比，本益比較DAN五年平均預期本益比16.1倍存在合理的折讓。我們將2026年調整後每股盈餘預期從2.30美元上調至2.70美元，並將2027年調整後每股盈餘預期從2.95美元上調至3.10美元。在DAN發布第一季財報後，我們上調了預期，但維持對該股的「持有」評級。 儘管我們認為該公司在營運改善和透過股票回購減少流通股數量方面取得了令人矚目的進展，但我們認為圍繞該公司的利好因素在目前的股價水平上已被大幅低估。值得注意的是，DAN在2025年的表現遠超其他汽車零件供應商（漲幅達110%，而標普500指數同期漲幅僅16%）。此外，儘管2025年出售其非公路車輛業務具有變革意義，但該業務板塊卻是其利潤率最高的部門。另外，考慮到DAN第一季業績大幅超出預期，該公司並未上調全年業績指引，這一點令人略感失望。
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