-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點總結如下：我們維持對BWA未來12個月的目標價為75美元，基於2027年13.0倍的市盈率，這一估值較BWA過去10年的平均預期市盈率10.7倍具有合理的溢價，主要得益於新產品和終端市場帶來的成長機會。鑑於BWA第一季業績遠超預期，我們將對該股的獲利預期和評級從「持有」上調至「強力買入」。我們將2026年調整後每股盈餘預期從5.15美元上調至5.25美元，並將2027年調整後每股盈餘預期從5.60美元上調至5.75美元。 BWA持續成功應對汽車產業的艱難週期。雖然該公司只是維持了先前 2026 年的業績指引，但我們認為 BWA 可能會在接下來的幾個季度提高業績指引，並且從長遠來看，其產品組合的多元化將帶來顯著的盈利增長，例如，該公司進軍人工智能驅動的數據中心市場，並在今年早些時候與 TurboCell 簽署了一個渦輪發電機系統銷售額（預計將於 2027 年
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New Home Listings Growth Outpaces Sales For First Time in 2026, Zillow Says
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Sectors
Sector Update: Consumer
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