-- 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IEX的12个月目标价从第一季度后的220美元上调至235美元，市盈率为26倍，基于我们2027年每股收益预期9.04美元（高于此前预期的8.99美元；2026年每股收益预期从8.28美元上调至8.50美元）。IEX第一季度业绩强劲，运营每股收益为2.00美元，同比增长14%，超出市场预期0.23美元，这主要得益于健康与科技板块的出色表现。有机销售额同比增长从第四季度的1%加速至5%，订单额达到创纪录的9.88亿美元（同比增长10%），表明市场需求扩大。 健康与科技板块是明显的增长引擎，实现了11%的有机销售额增长，同时调整后EBITDA利润率提升100个基点至26.6%。这一强劲增长主要得益于人工智能驱动的数据中心电源解决方案、半导体应用以及航天与国防市场的需求。尽管毛利率下降了40个基点，但调整后EBITDA利润率仍提升了50个基点至26%，表明公司80/20策略正在取得成效。总体而言，第一季度业绩令人鼓舞，并促使我们提高了全年的增长预期。
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Nebius to Acquire Eigen AI in $643 Million Cash-And-Stock Deal
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