-- 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GPI的12個月目標價下調10美元至375美元,基於2027年7.9倍的市盈率,略高於GPI過去10年的平均預期市盈率7.7倍。我們將2026年調整後每股盈餘預期從44.40美元下調至41.50美元,2027年調整後每股盈餘預期從48.40美元下調至47.70美元。鑑於GPI近期業績異常疲軟,我們維持對GPI股票的「持有」評級。在發布財報之前,GPI過去八年的季度獲利超過預期90%以上,但第一季銷售額令人失望,導致獲利大幅低於預期,因此我們維持「持有」評級。不過,值得欣慰的是,GPI英國業務的業績有所改善。從正面的方面來看,GPI繼續積極透過股利和股票回購向股東返還現金,第一季回購了1.7%的流通股。汽車經銷商的基本面依然嚴峻,本季GPI的獲利連續第三季未達預期,而該公司先前曾擁有汽車零售業最佳的獲利紀錄之一。
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