-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師總結如下：我們將Amrize未來12個月的目標股價下修7美元至64美元，基於2026年預期EBITDA的EV/EBITDA倍數為12.3倍，低於同業平均12.4倍。我們維持2026年每股收益2.75美元的預期不變，但將2027年每股收益預期下調0.02美元至3.15美元。 Amrize公佈的2026年第一季業績喜憂參半，建築材料業務的強勁成長被建築圍護結構業務的疲軟所抵消。水泥和骨材的強勁銷售成長反映了資料中心和商業建築的潛在強勁需求，管理層預計這一需求將在全年持續。然而，由於需求疲軟、價格壓力和營運中斷，建築圍護結構業務表現不佳，凸顯了4月份實施並宣布將於5月至6月實施的激進定價措施在短期內可能面臨的執行風險。我們認為重申的 2026 年業績指引是可以實現的，但這需要建材領域的銷售在價格上漲後保持穩定，而建築圍護結構必須成功應對成本上漲。
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