-- 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個月目標價下調40美元至450美元，並採用22.0倍的預期市盈率（基於我們對2027年盈利的預期），考慮到該公司盈利表現更為穩定，這一風險溢價高於同業平均水平7.6倍。我們將2026年每股收益預期上調0.05美元至17.95美元，並將2027年每股收益預期上調0.17美元至20.43美元。我們的投資邏輯依然穩固，主要基於強勁的消費趨勢、信用卡費用的飆升、高客戶留存率以及良好的信貸品質。乍一看，美國運通(AXP)在強勁的第一季業績後維持其2026年17.30美元至17.90美元的獲利指引區間似乎有些令人失望。然而，我們認為這是審慎的保守策略，而非令人擔憂的原因。重要的是，我們認為，如果管理階層沒有選擇增加對行銷和技術措施的投資，他們本來會提高績效預期。我們對此策略決策持正面態度，因為這些投資應能增強美國運通的競爭地位，並推動其在2027年及以後取得更好的財務表現。
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Research Alert: CFRA Maintains Hold Rating On Shares Of United Rentals Inc.
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