-- 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ABG的12個月目標股價下調30美元至220美元,基於2027年7.5倍的市盈率,該市盈率較ABG過去10年的平均預期市盈率8.6倍有合理的折讓。我們將2026年調整後每股盈餘預期從28.50美元下調至26.15美元,並將2027年調整後每股盈餘預期從31.30美元下調至29.50美元。 ABG的同店銷售額依然令人擔憂,第一季營收年減9%,該公司持續受到產業整體不利因素和消費者支出限制的影響,尤其值得注意的是,ABG的地理位置優勢主要集中在成長迅速的美國東南部市場。我們雖然看好ABG在2025年中期對Herb Chambers(一家年收入位居美國前20的私人汽車經銷商)的收購,但收購的資產不足以彌補令人失望的同店銷售業績,導致其營收較市場預期低了2.6億美元。我們維持「持有」評級,因為我們認為該領域還有其他更具吸引力的投資機會。
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