-- 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：我們將WCN的12個月目標價從215美元上調至200美元，採用與同業更一致的本益比：14.2倍，基於我們2027年EBITDA預期。我們維持對WCN 2026年和2027年每股盈餘（EPS）的預測，分別為5.72美元和6.49美元。 WCN第一季業績強勁，超乎預期，符合我們對該股的「買入」評級。 WCN在二級市場的定位、對特殊廢物流的拓展以及對高品質合約的重視，使其固體廢物定價策略得以實施，從而支撐了營收和利潤的雙重增長。固體廢棄物核心價格上漲6%支撐了公司成長，同時，公司策略性地減少了低利潤率的業務量（下降1.5%），優先考慮盈利能力而非業務量——我們認為這一趨勢在整個廢棄物處理行業都具有積極意義。鑑於過去一年股價下跌 17% 後估值更具吸引力，我們認為，在商品價格可能上漲、併購增值以及人工智慧投資帶來營運效益的背景下，股價有上漲空間。
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