-- 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SW公司12个月的目标股价下调10美元至42美元，基于2026年EBITDA预期，EV/EBITDA为7.0倍，低于同业平均水平9.8倍，但高于SW公司过去一年有限的交易历史平均值7.0倍，以反映协同效应目标的实现。我们将2026年每股收益预期下调0.73美元至2.30美元，并将2027年每股收益预期下调0.54美元至3.20美元。第一季度业绩反映了显著的成本上涨，根据2026财年的当前价格预期，能源成本增加了2亿美元，运输成本增加了5000万美元。最大的利好因素是3月和4月的需求激增，SW公司几乎所有纸张等级的短期供应都已售罄，从而使得今年第二季度的价格上涨成为可能。我们认为，今年迄今为止每吨箱板纸价格上涨50美元（第一季度上涨20美元，4月份上涨30美元），将推动2026年下半年营收增长，同时欧洲成本也可能上涨每吨100欧元。我们注意到，北美地区第一季度销量下降了7.4%，但2026财年剩余时间的前景较为乐观。
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