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研究快讯:CFRA维持对Asbury Automotive Group Inc.股票的持有评级。

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-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下:我们将ABG的12个月目标股价下调30美元至220美元,基于2027年7.5倍的市盈率,该市盈率较ABG过去10年的平均预期市盈率8.6倍有合理的折让。我们将2026年调整后每股收益预期从28.50美元下调至26.15美元,并将2027年调整后每股收益预期从31.30美元下调至29.50美元。ABG的同店销售额依然令人担忧,第一季度营收同比下降9%,该公司持续受到行业整体不利因素和消费者支出限制的影响,尤其值得注意的是,ABG的地理位置优势主要集中在增长迅速的美国东南部市场。我们虽然看好ABG在2025年中期对Herb Chambers(一家年收入位居美国前20的私营汽车经销商)的收购,但收购的资产不足以弥补令人失望的同店销售业绩,导致其营收较市场预期低了2.6亿美元。我们维持“持有”评级,因为我们认为该领域还有其他更具吸引力的投资机会。

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