-- 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APD未來12個月的目標股價上調8美元至316美元，相當於我們2027財年（9月）每股收益預期值的22倍，與APD過去三年的平均預期市盈率21.7倍相符。我們將2026財年的每股盈餘預期調高0.13美元至13.31美元，2027財年的每股盈餘預期上修0.36美元至14.36美元。繼第二財季業績亮眼（每股盈餘年增19%）之後，管理階層上調了2026財年的業績指引，反映出對公司基礎業務的信心，但同時對宏觀經濟的不確定性仍保持謹慎。公司正轉向高回報的傳統工業氣體項目，尤其是在電子和航空航太領域，同時資本紀律仍然至關重要，預計2026財年的資本支出將減少10億至40億美元。電子產業超級週期蘊藏著巨大的機遇，預計2030年，亞洲電子產品客戶的氦氣需求將增加一倍以上。儘管中東地區供應中斷，APD的氦氣供應鏈仍展現出強大的韌性，這得益於德州的儲氦洞穴。這次評級下調更多地反映了估值方面的擔憂，而非基本面問題，因為考慮到大型項目的不確定性，我們認為目前的估值水平上漲空間有限。
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