-- 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BWA未来12个月的目标价为75美元，基于2027年13.0倍的市盈率，这一估值较BWA过去10年的平均预期市盈率10.7倍具有合理的溢价，主要得益于新产品和终端市场带来的增长机遇。鉴于BWA第一季度业绩远超预期，我们将对该股的盈利预期和评级从“持有”上调至“强力买入”。我们将2026年调整后每股收益预期从5.15美元上调至5.25美元，并将2027年调整后每股收益预期从5.60美元上调至5.75美元。BWA持续成功应对汽车行业的艰难周期。虽然该公司只是维持了之前的 2026 年业绩指引，但我们认为 BWA 可能会在接下来的几个季度提高业绩指引，并且从长远来看，其产品组合的多元化将带来显著的盈利增长，例如，该公司进军人工智能驱动的数据中心市场，并在今年早些时候与 TurboCell 签署了一个涡轮发电机系统项目（预计将于 2027 年初开始生产，预计第一年的销售额将超过 3 亿美元）。
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