-- 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：鉴于令人鼓舞的第一季度业绩，我们将12个月目标价从250美元上调至260美元，并重申对该股的“买入”评级。我们的目标市盈率为22.4倍，基于2027年每股收益预期11.62美元（高于此前预期的11.34美元；2026年每股收益预期从10.52美元上调至10.62美元），接近同业公司和DOV的历史平均市盈率。DOV公布的运营每股收益为2.28美元，同比增长11%，营收同比增长加速至10%（其中5%为有机增长），反映出公司整体业务的强劲表现以及长期增长市场的良好势头。清洁能源与燃料以及气候与可持续发展技术业务分别实现13%和18%的同比增长，引领营收增长，受益于能源转型市场的需求。订单表现稳健，达到25亿美元（同比增长24%）。值得注意的是，管理层量化了人工智能投资超级周期带来的机遇，预计2026年相关销售额将达到10亿美元。DOV正有针对性地投资产能以满足不断增长的需求，预计订单转化率将在2027年进一步提升。
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