-- 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：我們將目標股價下調31美元至79美元，本益比為9倍（先前為10倍），低於OMC過去10年平均遠期本益比12倍。我們將2026年每股收益預期從11.09美元下調至8.75美元，2027年每股收益預期從12.53美元下調至8.91美元，主要原因是計畫中的資產處置和客戶帳戶損失。鑑於第一季業績凸顯了超出預期的客戶帳戶損失、計劃中的資產處置的影響以及顯著增加的利息支出，我們將評級從「買入」下調至「持有」。這些不利因素抵銷了核心EBITA利潤率提升至14.1%（+240個基點）所帶來的影響。儘管我們注意到公司已批准大規模股票回購（21億美元），且其人工智慧賦能的全通路平台有望實現OMC廣告解決方案的現代化，並提升公司在新客戶拓展方面的競爭力，但我們認為這些利好因素不足以抵消近期營收和盈利壓力。鑑於公司成長前景嚴峻且有整合風險，我們認為目前股價的合理本益比應低於歷史水準。
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