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研究快訊:CFRA重申對史丹利百得公司股票的買進評等。

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-- 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:鑑於SWK第一季業績,我們將12個月目標價從100美元下調至95美元,本益比按2027年每股收益預期6.07美元(低於先前預期的6.57美元;2026年每股收益預期從5.50美元下調至5.40美元)的15.5五年計算成本,低於同業公司的主要需求率第一季營收和獲利均超出預期,並完成了CAM的剝離。此舉有助於降低SWK的資產負債表風險,使其能夠迅速從減少債務轉向透過新的5億美元股票回購計畫回報股東。儘管面向消費者的需求依然疲軟,但專業通路表現令人鼓舞,其中航空航太業務實現了31%的年成長。我們認為,即使考慮到目前的關稅政策,SWK目前也已為毛利率恢復到歷史水準奠定了基礎。鑑於我們認為SWK的股價低於其內在價值,股票回購是審慎的資本運用方式。

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