-- 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：我们维持对DAN的12个月目标价为40美元，基于2027年12.9倍的市盈率，该市盈率较DAN五年平均预期市盈率16.1倍存在合理的折让。我们将2026年调整后每股收益预期从2.30美元上调至2.70美元，并将2027年调整后每股收益预期从2.95美元上调至3.10美元。在DAN发布第一季度财报后，我们上调了预期，但维持对该股的“持有”评级。 尽管我们认为该公司在运营改进和通过股票回购减少流通股数量方面取得了令人瞩目的进展，但我们认为围绕该公司的利好因素在目前的股价水平上已被大幅低估。值得注意的是，DAN在2025年的表现远超其他汽车零部件供应商（涨幅达110%，而标普500指数同期涨幅仅为16%）。此外，尽管2025年出售其非公路车辆业务具有变革意义，但该业务板块却是其利润率最高的部门。另外，考虑到DAN第一季度业绩大幅超出预期，该公司并未上调全年业绩指引，这一点令人略感失望。
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