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美国银行表示,WEX和Corpay有望受益于燃油交易收入增长,实现第一季度业绩提振。

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-- 美国银行证券周三发布的一份报告称,WEX (WEX) 和 Corpay (CPAY) 有望在第一季度受益于美国燃油价格的上涨,这将提振其车队和车辆支付业务的交易收入。 报告指出,WEX 的季度业绩超出预期,随着燃油价格上涨带动其与燃油相关的支付业务量增长,其营收和调整后每股收益可能超出市场普遍预期。美国银行预测 WEX 第一季度营收为 6.76 亿美元,调整后每股收益为 4.11 美元,均高于华尔街预期。 报告称,Corpay 的业绩预计将与市场普遍预期基本一致,投资者关注的焦点在于其前景展望的更新以及并购和剥离计划的进展。美国银行预测 Corpay 第一季度营收为 12.1 亿美元,调整后每股收益为 5.45 美元。 WEX将于4月22日公布业绩,Corpay将于5月6日公布业绩。 美国银行将WEX股票的目标价从180美元上调至193美元,并维持“买入”评级。对于Corpay,美国银行将目标价从384美元下调至377美元,并重申“买入”评级。 WEX股价周三上涨2.2%,Corpay股价上涨0.9%。

Price: $171.67, Change: $+3.68, Percent Change: +2.19%

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