-- 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ALV的12個月目標價為145美元，基於2027年11.3倍的市盈率，該市盈率較ALV五年預期市盈率14.0倍存在合理的折讓。鑑於ALV第一季業績遠超預期，我們重申對ALV的「買入」評級和145美元的目標價。我們將2026年調整後每股盈餘預期下調0.20美元至11.00美元，但維持2027年預期不變，仍為12.80美元。我們認為，此次財報發佈在很大程度上緩解了市場對ALV及整個汽車零件供應商產業的需求擔憂。 ALV依然是我們汽車供應商領域的首選之一，這得益於其強勁的業績記錄（這是其連續第六年盈利超預期）、持續大幅超越全球輕型車市場增速的有機淨銷售增長（這主要得益於其在高增長製造商和國家（例如印度）的業務佈局）以及慷慨的股東回報。儘管我們對ALV能否實現全年營業利潤率目標仍存有疑慮，但其有機淨銷售成長已超出預期。
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