-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點總結如下：在MO發布第一季財報後，我們上調了對該股的獲利預期和目標價，但維持「賣出」評級。我們將12個月目標價調高10美元至60美元，基於2027年10.3倍的本益比，略高於其五年平均預期本益比10.0倍。我們也將2026年和2027年的調整後每股盈餘預期分別調高0.05美元至5.70美元和5.80美元。 MO第一季調整後每股收益為1.32美元，高於市場預期的1.23美元（成長7%）。這一業績遠超過1.25美元的普遍預期。淨收入成長5.3%至47.6億美元（超出市場預期1.8億美元），主要得益於物價上漲完全抵銷了銷量下滑的影響。其中，可吸食產品銷售量下滑2.3%，口服菸草銷量下滑3.1%。儘管MO維持了2026年調整後每股收益5.56美元至5.72美元的預期，但我們現在預計其獲利將接近預期區間的高端。然而，MO的財報證實了我們對旗下on!尼古丁袋產品市佔率下滑的擔憂（第一季零售市佔率年減80個基點至7.8%）。因此，我們仍然認為該股的風險/回報比不利。
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