-- 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：我們根據2026年1.2億美元的預期本益比（P/EBITDA）計算，將目標股價調高1美元至30美元，預期本益比為31.3倍，與三年預期總企業價值/息稅折舊攤銷前利潤（TEV/EBITDA）平均值一致。我們認為，門市成長空間和智慧眼鏡的潛力足以抵銷消費者折扣的影響，因此我們上調本益比是合理的。我們將2026年每股盈餘（EPS）預期調高0.07美元至0.50美元，並將2027年每股盈餘預期上修0.02美元至0.65美元。我們預測2026年和2027年營收分別為9.75億美元和11億美元。鑑於今日股價已大幅上漲，我們認為股價上漲空間可能僅限於我們認為的公允價值，也就是我們的目標價。我們認為，鑑於我們採用了市盈率/息稅折舊攤銷前利潤倍數（P/EBITDA），WRBY 的股權風險溢價不應更高。我們認為，2026-2027 年的營收年增率並不足以支撐更高的估值倍數。儘管如此，WRBY 在競爭激烈的零售眼鏡市場上擁有成熟的商業模式。我們懷疑智慧眼鏡的創新能否在未來一年大幅提升淨銷售額。
Related Articles
Mining & Metals
Galloper Gold to Begin 2026 Drilling Program at the Glover Island Property
Galloper Gold (BOOM.CN) on Thursday said it plans to begin a 2026 drilling program at Glover Island targeting new high-grade gold targets in the Lunch Pond South Extension (LPSE) gold deposit.The company also plans regional exploration drilling, particularly at Lucky Smoke.An updated geological modelling and engineering exercise resulted in the recently released and increased LPSE Mineral Resource Estimate (MRE), said the company and added that the 2026 drilling program will follow-up and build on this "momentum."The 2026 drilling program is expected to include up to 7,000 meters of diamond drilling in over 25 boreholes. Drilling will target along-strike and down-dip continuity of the LPSE and Lucky Smoke gold deposits within the Kettle Pond formation, the company added."Galloper Gold Corp. has been comprehensively evaluating the Kettle Pond Formation gold mineralized trend with historical data, and, as a result of this, we have recently released an updated MRE for the LPSE deposit," said chief executive Hratch Jabrayan. "This effort has resulted in a new understanding of the geological architecture of the property and has built targeting for additional gold mineralization intercepts."Shares of the company were last seen unchanged at $0.10 on the Canadian Securities Exchange.
$BOOM.CN
Australia
United Therapeutics Growth Outlook Remains Supported by Tyvaso, Ralinepag, RBC Says
United Therapeutics (UTHR) still has a stronger long-term growth path despite a soft Q1, helped by Tyvaso durability, possible idiopathic pulmonary fibrosis expansion, TreSMI filing plans, and future upside from ralinepag, RBC Capital Markets said in a note emailed Thursday.The investment firm said Tyvaso revenue missed estimates in Q1, but the firm expects the franchise to return to growth after weather issues and specialty pharmacy delays subside.IPF could become the company's next major growth driver, with a supplemental application still planned for this summer and other faster approval paths under review, RBC said.TreSMI remains on track for a US Food and Drug Administration filing in pulmonary arterial hypertension and pulmonary hypertension associated with interstitial lung disease by year's end, which could help United Therapeutics defend its position in inhaled treprostinil, according to the note.Ralinepag Dry Powder Inhalation could add longer-term upside because once daily dosing may help the company compete better in pulmonary hypertension and related lung disease markets, RBC added.RBC lowered its price target for United Therapeutics to $701 from $707 while keeping its outperform rating.Price: $576.22, Change: $-20.55, Percent Change: -3.44%
$UTHR
Australia
Klaviyo to Bring Agentic Marketing Workflows to Anthropic's Claude
Klaviyo (KVYO) said Thursday it has expanded its integration with Anthropic to provide new agentic marketing workflows to the Claude AI model.Customers will be able to securely access and generate outputs from their customer and performance data through the connection of Klaviyo's Model Context Protocol server across Claude's products, according to a statement.Price: $15.84, Change: $+0.03, Percent Change: +0.18%
$KVYO