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研究快訊:CFRA維持對芝加哥商品交易所集團股票的買進評等。

-- 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:我們維持對芝加哥商品交易所(CME)未來12個月的目標價不變,仍為380美元,遠期本益比為29.1倍(基於我們對2027年盈利的預期),高於過去三年23.0倍的歷史平均水平,這主要得益於其強勁的利潤率和較低的競爭威脅。我們將2026年每股盈餘(EPS)預期從11.79美元上調至12.48美元,並將2027年每股盈餘預期調高0.54美元至13.06美元。我們的營收預測分別為71億美元和75億美元。 CME第一季營收、每日平均交易量和獲利均創歷史新高,展現了其強勁的營運表現。該公司成功應對了競爭壓力,我們預計其利潤率將在2026年實現成長。人工智慧帶來的威脅也尚未顯現,芝加哥商品交易所(CME)的市場數據和資訊服務部門(佔總收入的13%)已連續六個季度實現加速成長。儘管擁有諸多優勢,包括業內領先的利潤率和極低的人工智慧風險,但該股目前的遠期市盈率低於同行平均水平和CME的歷史平均水平,這為投資者創造了極具吸引力的買入機會。

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