-- 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:我們將目標股價上調54美元至255美元,採用更寬的股權風險溢價,並基於2027年預期收益,將遠期市盈率設定為24.5倍,略高於五年曆史平均23.7倍。我們將2026年每股盈餘預期調高0.01美元至9.35美元,將2027年每股盈餘預期調高0.51美元至10.40美元。我們預測2026年營收為79億美元,2027年為87億美元。主要驅動因素是銷售成長,從而帶來顯著的市佔率提升。 2026年第一季度,GRMN五大業務板塊中有三個實現了兩位數成長,其中健身業務板塊增長42%,緊隨其後的是航空業務板塊(增長18%)和船舶業務板塊(增長11%)。從地理上看,GRMN在所有三個區域均實現了成長,其中亞太地區成長最為顯著,達到25%,其次是歐洲、中東和非洲地區(EMEA),成長15%,美洲地區成長10%。 EMEA和亞太地區受益於有利的匯率波動。預計健身業務將成為2026年成長的主要貢獻者。
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