-- 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12個月目標價上調15美元至85美元，基於2027年10.8倍的市盈率，高於該股10年平均預期市盈率9.4倍。我們將2026年調整後每股盈餘預期從7.00美元上調至7.05美元，並將2027年調整後每股盈餘預期從7.60美元上調至7.85美元。鑑於SAH第一季財報遠超預期，我們上調了預期和目標價，但維持對該股的「持有」評級。 SAH第一季調整後每股收益為1.62美元，高於預期的1.48美元（成長9%），遠超過市場普遍預期的1.40美元。營收成長1%至36.9億美元（低於市場預期4,000萬美元），但毛利率提升70個基點至16.2%（高於市場預期50個基點）。本季受益於EchoPark業務板塊（二手車銷售）調整後EBITDA創歷史新高。我們認為，這是一份穩健的業績報告，其亮點在於遠超預期的利潤率表現以及顯著增加的股票回購活動。 SAH在第一季大幅減少了6%的流通股數量（超過了其2025年全年的回購量）。我們維持對該股的「持有」評級，並認為其風險/回報平衡。
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Research Alert: CFRA Retains Hold View On Shares Of Regency Centers Corporation
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