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FINWIRES

研究快讯:CFRA维持对Fiserv公司股票的买入评级。

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-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师总结如下:我们将FISV的12个月目标价从83美元下调至70美元,基于2027年每股收益预期,市盈率为7.8倍,高于同业平均水平6.7倍。我们将2026年每股收益预期从8.28美元下调至8.14美元,2027年每股收益预期从9.17美元下调至9.00美元。尽管面临运营挑战,FISV仍维持了其2026年的业绩指引和对股东回报的承诺。公司重申了其对2026年有机收入增长1%-3%以及调整后每股收益8.00-8.30美元的预期。FISV在第一季度回购了价值2亿美元的股票,表明其对长期前景的持续信心。这种信心直接源于“一体化Fiserv”行动计划所取得的切实进展。管理层强调,关键的运营改进,例如客户咨询解决时间同比缩短27%,以及Finxact和CommerceHub等平台的强劲增长,都是支撑全年业绩指引的领先指标。我们认为,这些积极的潜在趋势将在2026年下半年及以后的财务业绩中更加明显地体现出来。

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