-- 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:我们将目标股价上调54美元至255美元,采用更宽的股权风险溢价,并基于2027年预期收益,将远期市盈率设定为24.5倍,略高于五年历史平均水平23.7倍。我们将2026年每股收益预期上调0.01美元至9.35美元,将2027年每股收益预期上调0.51美元至10.40美元。我们预测2026年营收为79亿美元,2027年为87亿美元。主要驱动因素是销量增长,从而带来显著的市场份额提升。2026年第一季度,GRMN五大业务板块中有三个实现了两位数增长,其中健身业务板块增长42%,紧随其后的是航空业务板块(增长18%)和船舶业务板块(增长11%)。从地域上看,GRMN在所有三个区域均实现了增长,其中亚太地区增长最为显著,达到25%,其次是欧洲、中东和非洲地区(EMEA),增长15%,美洲地区增长10%。EMEA和亚太地区受益于有利的汇率波动。预计健身业务将成为2026年增长的主要贡献者。
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