-- 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LAD的12個月目標價下調25美元至375美元，基於2027年9.0倍的市盈率，該市盈率較LAD 10年預期市盈率10.3倍略有折讓。我們將2026年調整後每股盈餘預期從39.25美元下調至35.30美元，2027年調整後每股盈餘預期從43.20美元下調至41.80美元。鑑於LAD第一季獲利超出預期，我們下調了預期和目標價，但重申對該股的「強力買入」評級。 LAD仍然是我們汽車零售領域的首選股，因為該公司在經銷商面臨更具挑戰性的環境中持續表現優異。 LAD的同店銷售成長遠超同行，其積極的股票回購和增值收購策略有效支持了公司的獲利。值得一提的是，LAD在第一季回購了約4%的流通股，此前該公司已於2025年註銷了11%的股份。我們認為LAD目前的風險/回報比極具吸引力，在需求環境更有利的情況下，其上漲潛力巨大。我們依然看好其長期成長前景，並注意到管理層過往穩健的執行力。
Related Articles
Australia
Update: Trian Urges Solventum to Create Value in Letter to Board
(Updates with Solventum's response to a request for comment.)Solventum (SOLV) is being significantly "under-managed" following its spin-out from 3M (MMM) and must take steps to restore its performance, Trian Fund Management said Thursday in an open letter to Solventum's board.Trian, which owns nearly 5% of Solventum, said the company should right-size overhead costs, simplify its portfolio, and improve capital allocation."The Solventum Board and management team have engaged constructively and continuously with Trian since it became a shareholder and fully share the objective of maximizing shareholder value," a Solventum spokesperson toldvia email.Price: $67.60, Change: $+1.11, Percent Change: +1.67%
$MMM$SOLV
Treasury
US Treasury Closing Levels
3:00 Thursday vs 3:00 Wednesday2yr 99-23 vs 99-21; 3.881% vs 3.926%5yr 99-11 vs 99-09; 4.019% vs 4.056%10yr 97-29 vs 97-24; 4.388% vs 4.409%30yr 96-11 vs 96-13; 4.985% vs 4.979%2/10 50.435 bps vs 48.031 bps5/30 96.315 bps vs 92.231 bps
Australia
Update: Sprouts Farmers Market Shares Rise After Q1 Beat
(Updates with the latest stock price movement in the headline and the first paragraph.)Sprouts Farmers Market (SFM) shares rose 18% on Thursday, a day after the company reported higher-than-expected Q1 results.The company reported Q1 net income late Wednesday of $1.71 per diluted share, down from $1.81 a year earlier.Analysts polled by FactSet expected $1.68.Net sales for the three months ended March 29 rose to $2.33 billion from $2.24 billion a year earlier.Analysts surveyed by FactSet expected $2.32 billion.The company said it expects Q2 EPS of $1.32 to $1.36. Analysts expect $1.35.The company now expects 2026 EPS of $5.32 to $5.48, compared with its prior guidance of $5.28 to $5.44. Analysts expect $5.54.Price: $83.76, Change: $+12.63, Percent Change: +17.76%
$SFM