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FINWIRES

研究快讯:CFRA重申对Autonation, Inc.股票的强烈买入意见。

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-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下:我们将AN的12个月目标价下调15美元至250美元,基于2027年10.4倍的市盈率,这一溢价高于历史平均水平,我们认为目前市场仍处于周期早期。我们将2026年的调整后每股收益预期从22.30美元下调至21.65美元,2027年的调整后每股收益预期从24.20美元下调至24.00美元。鉴于AN第一季度盈利超出预期,我们重申对该公司“强烈买入”的评级,但下调了对AN的预期和目标价。该公司业绩持续强劲,本季度是AN连续第六个季度盈利超出预期。我们欣喜地看到,AN公司股票回购规模显著扩大。该公司在第一季度回购了价值3亿美元的股票,相当于已发行股份总数的4%(高于其2025年平均每季度约1.96亿美元的回购规模)。AN仍然是我们汽车零售领域的首选股之一,其提升每股收益的股票回购以及增值收购有望使其增长速度超过同行业其他公司。尽管基本面依然充满挑战,但我们预计未来几年该公司仍有巨大的上涨空间。

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