-- 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：我們維持對該公司12個月的目標價為47美元，對應的2026年每股盈餘預測本益比為14.2倍。這一估值高於其五年歷史平均預期市盈率13.6倍，我們認為，收購瑞士信貸從根本上積極地改變了公司的結構和盈利潛力，因此這一估值是合理的。鑑於第一季業績強勁，我們將2026年每股收益預測從3.21美元上調至3.30美元，並維持2027年每股收益3.97美元的預期不變。我們維持「持有」評級，因為其卓越的營運表現目前與前瞻性風險相平衡。由於成功的整合和強勁的客戶活動，第一季業績表現優異，證實了該公司強大的獲利潛力，並促使其加快了股票回購。然而，這一勢頭受到兩個主要不利因素的限制：一是監管方面的重大阻力，需要額外的資本；二是宏觀經濟不確定性加劇，可能會影響未來的客戶活動。
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