-- 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GL公司12個月的目標股價上調12美元至177美元，對應的本益比分別為：2027年每股盈餘預期16.55美元（今日調高0.35美元）的10.7倍，以及2026年每股盈餘預期15.65美元（今日調高0.65美元）的1.65美元。我們的目標本益比與GL公司過去五年的平均遠期本益比10.3倍以及同業平均本益比11倍相比，均有所提升。 GL公司第一季每股收益為3.43美元，高於去年同期的3.07美元，高於我們先前3.35美元的預期。營收成長5.4%，與我們先前預測的3%至8%的成長相符。第一季保費上漲6%，其中人壽保險保費上漲3%（符合我們3%至6%的成長預期），健康保險保費上漲13%（高於我們5%至9%的成長預期）。我們預計2026年保費將維持類似的成長趨勢。此外，第一季的新銷售趨勢也令人鼓舞，包括人壽保險銷售額成長6%和健康保險銷售額激增58%。我們認為，這一積極的銷售勢頭將為公司股價提供催化劑，目前該公司股價低於同行，市盈率為9.8倍（基於我們2026年每股收益預期）。
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Research Alert: CFRA Maintains Hold Rating On Shares Of United Rentals Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our 12-month target price to $1,100 from $950 following a strong first quarter, valuing shares at 20.5x our 2027 EPS outlook of $54.28 (in line with previous estimate; 2026 EPS also in line). We believe a higher multiple is justified given URI's firming market leadership within an expanding rental equipment industry. A robust Q1 beat enabled URI to raise its full-year revenue guidance to $16.9B-$17.4B and adjusted EBITDA to $7.625B-$7.875B, citing momentum heading into a busy season. With leverage well below historical levels, we believe accretive M&A deals could serve as a potential catalyst for additional guidance increases. Margin compression has been a sticky issue for URI, but Q1 indicated that pricing may have turned around and that headwinds are starting to ease as quarterly results begin to lap when tariff-related inflation began to pick-up. We remain cautious on margins, though are encouraged by signs of stabilization. New project activity is likely supporting pricing trends, in our view.
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