-- 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：我们基于维持9.0倍EV/EBITDA倍数不变，将12个月目标价上调6美元至54美元，并采用上调后的2026年调整后EBITDA预期值13.24亿美元（此前为12.99亿美元）。我们将2026年每股收益预期从4.16美元上调至4.38美元，2027年每股收益预期从4.89美元上调至5.57美元。CART在2026年开局强劲，上季度季度总交易额首次突破100亿美元。此外，广告收入增长16%，创两年多来最快增速。第二季度总交易额预期意味着又一个季度将实现两位数同比增长，我们认为这一增长势头强劲。然而，我们认为今日股价下跌是由于第二季度调整后EBITDA预期所致，该预期意味着利润率扩张有限。我们并不认为该调整后EBITDA预期值得过分关注，因为CART历来都能超出其预期范围的上限。此外，鉴于该公司过去几年利润率的大幅扩张，增速放缓在所难免。我们维持“买入”评级，认为该股目前交易价格被大幅折让。
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