-- 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APD未来12个月的目标股价上调8美元至316美元，相当于我们2027财年（9月）每股收益预期值的22倍，与APD过去三年的平均预期市盈率21.7倍相符。我们将2026财年的每股收益预期上调0.13美元至13.31美元，2027财年的每股收益预期上调0.36美元至14.36美元。继第二财季业绩亮眼（每股收益同比增长19%）之后，管理层上调了2026财年的业绩指引，反映出对公司基础业务的信心，但同时对宏观经济的不确定性仍保持谨慎。公司正转向高回报的传统工业气体项目，尤其是在电子和航空航天领域，同时资本纪律仍然至关重要，预计2026财年的资本支出将减少10亿至40亿美元。电子行业超级周期蕴藏着巨大的机遇，预计到2030年，亚洲电子产品客户的氦气需求量将增长一倍以上。尽管中东地区供应中断，APD的氦气供应链依然展现出强大的韧性，这得益于其位于德克萨斯州的储氦洞穴。此次评级下调更多地反映了估值方面的担忧，而非基本面问题，因为考虑到大型项目的不确定性，我们认为目前的估值水平上涨空间有限。
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