-- 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KO的12個月目標價上調3美元至85美元,基於2027年24.3倍的本益比,略高於KO五年平均預期本益比。我們將2026年調整後每股盈餘預期調高0.03美元至3.28美元,2027年調高0.05美元至3.50美元。鑑於KO第一季獲利超出預期並上調了業績指引,我們上調了預期和目標價,但維持「持有」評級。儘管我們對KO第一季的獲利報告(尤其是銷售成長)印象深刻,但我們仍然認為該股的風險/回報潛力平衡,估值合理。儘管我們依然看好可口可樂旗下fairlife牛奶品牌的成長前景,並認可美元走軟帶來的預期獲利成長,但我們認為該股近期的表現已反映了這些利好因素。此外,可口可樂擁有業界最強勁的獲利記錄之一(其上一次季度獲利未達預期是在2017年第一季度),我們也認可該公司長期以來向股東返還現金的優良傳統,並注意到其作為標普股息貴族指數成分股的地位。
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