-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师总结如下：在审阅了第一季度财报后，我们将MCO的12个月目标价上调30美元至610美元，基于2027年预期收益，远期市盈率为32.3倍，高于同行水平，因为其增长前景更优，且不易受到人工智能的冲击。我们将2026年每股收益预期从16.89美元上调至16.92美元，并将2027年每股收益预期从18.45美元上调至18.91美元。我们预测2026年和2027年营收分别为83亿美元和89亿美元。今年2月，我们上调了MCO的股票评级，认为市场对人工智能冲击的担忧被夸大了。尽管如此，考虑到伊朗冲突对经济情绪的抑制，我们本季度仍将对MCO持观望态度。然而，MCO业绩表现强劲，评级和分析业务均实现了8%的健康增长。公司同时维持了2026财年全年调整后每股收益16.40美元至16.70美元的预期。尤其值得注意的是，人工智能在本季度并未成为阻碍，反而成为推动业务发展的利好因素，评级业务收入受益于来自超大规模数据中心运营商的几笔大型人工智能相关融资交易。
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Research Alert: CFRA Keeps Buy Opinion On Shares Of The Hartford Insurance Group, Inc.
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