-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點摘要如下：我們將VC的12個月目標價調高5美元至130美元，基於2027年13.4倍的本益比，較歷史平均有較大折讓。我們將2026年調整後每股盈餘預期從9.40美元下調至8.65美元，並將2027年調整後每股盈餘預期從10.30美元下調至9.70美元。今天上午，VC公佈了令人失望的第一季財報，但其中也包含一些亮點。儘管淨利潤未達預期，但管理層維持了2026年的業績指引，並表示預計在今年剩餘時間內，在客戶需求回升和持續成本控制措施的支撐下，利潤率將有所改善。此外，儘管第一季產業和客戶的車輛產量分別下降了3%和4%，但得益於近期產品上市的加速和強勁的客戶需求，VC實現了3%的超市場成長。 VC近期宣布將股利提高36%，並大幅增加股票回購，第一季回購了3,000萬美元的股票（預計2025年總回購額為5,700萬美元）。 VC仍然是我們最看好的汽車供應商之一，因為在過去三年中，其獲利超過預期80%的時間都超出了市場預期。
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