-- 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：我們維持目標價410美元不變，基於2027年每股盈餘預期，本益比為17.7倍，高於同業平均12.4倍。我們將2026年每股收益預期上調0.93美元至19.38美元，並將2027年每股收益預期上調1.40美元至23.10美元。 2026年第一季是EVR表現強勁的季度，北美顧問、歐洲、中東和非洲顧問、個人客戶管理（PCA）、個人理財集團（PFG）、股票和財富管理等業務均創下歷史新高。該公司市佔率持續成長，在全球已公佈的併購交易中排名第五（根據倫敦證券交易所集團數據與分析，去年同期排名第十二），這得益於創紀錄的積壓訂單，且所有業務的訂單都在以健康的速度增長。然而，管理層承認，第一季受益於特殊的交易時機，因為部分原定於2025年第四季的交易提前至第一季完成，而原定於2026年第二季的交易也加速推進至本季。因此，管理層引導投資者預期2026年第二季營收將接近2025年第二季水平，降低了對季成長的預期。儘管短期內可能出現波動，但我們認為其潛在成長動能依然強勁，充足的專案儲備將為EVR在2026年的持續成長奠定堅實基礎。
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China Shipbuilding Industry's 2025 Profit Slips 7%, Revenue Rises 12%
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Mercuria Files Lawsuit Against Baltic Exchange Over TD3C Shipping Benchmark
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