-- 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12个月目标股价从132美元下调至109美元，相当于我们2026年每股收益预期8.71美元的12.5倍。我们认为，这一溢价倍数是合理的，因为该公司拥有长期的潜在需求，并且具备应对近期能源成本压力的财务灵活性。我们预计，由于能源成本的影响，2026年营业利润率将下降30个基点，这将抵消杠杆效应带来的好处，尽管营收增长较为温和。根据我们的假设，2026年每股收益为8.71美元（此前为9.54美元），2027年每股收益为9.85美元（此前为10.89美元）。我们的主要风险在于，当前的能源冲击可能会持续到2027年，这将进一步削弱消费者需求，并可能导致未来盈利预期下调。目前，我们预计富裕消费者的持续支出以及波动但稳定的商业需求将为企业提供支撑。这种短期风险与长期复苏潜力之间的平衡使我们保持观望，等待宏观经济环境更加明朗化。
Related Articles
Australia
Pinterest Q1 Non-GAAP Earnings, Revenue Rise; Shares Gain After Hours
Pinterest (PINS) reported Q1 non-GAAP earnings late Monday of $0.27 per diluted share, up from $0.23 a year earlier.Analysts polled by FactSet expected $0.23.Revenue in the three months ended March 31 rose to $1.01 billion from $855 million a year earlier.Analysts surveyed by FactSet expected $965.8 million.The company expects Q2 revenue of $1.13 billion to $1.15 billion. Analysts polled by FactSet expect $1.12 billion.Pinterest shares jumped 16% in after-hours trading.
$PINS
International
US Equity Markets End Lower Amid Growing Tensions in Middle East, Rising Crude Oil Prices
US equity indexes ended lower on Monday after an escalation in the Middle East, with strikes on ships in the Strait of Hormuz, sending crude oil prices higher.* The US military "blew up" six Iranian boats in Hormuz on Monday after Tehran launched "multiple cruise missiles, drones and small boats" at American Navy ships and commercial vessels, CNN reported, citing the US Central Command.* New orders for US factory goods rose by 1.5% in March, above expectations for a 0.6% gain in a Bloomberg-compiled survey, following a revised 0.3% increase in February* June West Texas Intermediate crude oil rose $3.32 to settle at $105.26 per barrel, while July Brent crude, the global benchmark, was last seen up $5.85 at $114.02.* GameStop (GME) has proposed to acquire eBay (EBAY) in a cash-and-stock deal worth about $55.5 billion. eBay shares were up about 5%, among the top gainers on the S&P 500, while GameStop fell more than 10%.* Norwegian Cruise Line (NCLH) shares were down nearly 9%, the biggest decliner on the S&P 500, after the company lowered its full-year earnings outlook amid higher fuel costs and weak consumer demand due to the war in the Middle East, and its Q1 revenue fell short of market expectations.
$^DJI$^IXIC$^SPX$EBAY$GME$NCLH
Mining & Metals
RB Global Updated Its FY26 Outlook
$RBA.TO