-- 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:我们维持目标价410美元不变,基于2027年每股收益预期,市盈率为17.7倍,高于同业平均水平12.4倍。我们将2026年每股收益预期上调0.93美元至19.38美元,并将2027年每股收益预期上调1.40美元至23.10美元。2026年第一季度是EVR表现强劲的季度,北美咨询、欧洲、中东和非洲咨询、个人客户管理(PCA)、个人理财集团(PFG)、股票和财富管理等业务均创下历史新高。该公司市场份额持续增长,在全球已公布的并购交易中排名第五(根据伦敦证券交易所集团数据与分析,去年同期排名第十二),这得益于创纪录的积压订单,且所有业务的订单都在以健康的速度增长。然而,管理层承认,第一季度受益于特殊的交易时机,因为部分原定于2025年第四季度的交易提前至第一季度完成,而原定于2026年第二季度的交易也加速推进至本季度。因此,管理层引导投资者预期2026年第二季度营收将接近2025年第二季度水平,从而降低了对环比增长的预期。尽管短期内可能出现波动,但我们认为其潜在增长势头依然强劲,充足的项目储备将为EVR在2026年的持续增长奠定坚实基础。
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