-- 根据FactSet调查的分析师报告，通用汽车（GM）的平均评级为“增持”，平均目标价为95.78美元。 （报道北美、亚洲和欧洲主要银行及研究机构的股票、商品和经济研究。研究机构可通过以下链接联系我们：https://www..com/contact-us）
Price: $76.37, Change: $-2.59, Percent Change: -3.27%
Related Articles
Research
Research Alert: Cake: Q1 Beat On Cheesecake Factory Strength; Margins Stable
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:CAKE posted Q1 adjusted EPS of $1.05, up 13% Y/Y and beating the $1.01 consensus estimate, while total revenue of $979M, up 5.6%, also beat the $965M consensus. Adjusted operating income of $57M (up 7%) exceeded the $55M estimate, with operating margins stable at 5.8% despite food and labor cost inflation of 5% each. This marks the third consecutive quarter of margin stability, demonstrating operational leverage as management's staff retention and supply chain initiatives continue to offset volatile costs, with results exceeding expectations despite weather-related impacts. Management reaffirmed guidance to open up to 26 new restaurants in 2026, including up to six Cheesecake Factory locations and multiple North Italia, Flower Child, and FRC concepts. The company maintained strong liquidity of $601.6M, with no outstanding debt and returned capital through $19.2M in share repurchases and a $0.30 quarterly dividend, reflecting confidence in cash generation.
$CAKE
Research
Research Alert: Eg Posts Mixed Q1 Results Amid Restructuring
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:EG reported Q1 operating EPS of $16.08 versus $6.45 a year ago, exceeding our $15.27 estimate and the $13.96 consensus view. Operating revenues declined 4.4% on a 7.2% drop in earned premiums and 15% rise in investment income, while the combined ratio improved dramatically to 91.2% from 102.7%. We applaud EG's strategic restructuring, including the sale of renewal rights to its retail commercial insurance business to focus on its core reinsurance operations, which account for over 75% of its premium base. EG expects pretax charges of $250-350M over 2025-2026 and has entered an adverse development cover transaction covering $5.4B of liability reserves. However, we remain concerned that becoming a pure-play reinsurer may not expand valuation multiples given EG's mixed underwriting track record. We see execution risk in this strategy, particularly amid a softening reinsurance pricing environment. Despite the Q1 EPS beat, we remain cautious at this juncture.
$EG
Research
Research Alert: Flowserve: Cut Sales Outlook Overshadows Q1 Beat
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:FLS delivered a Q1 beat with adjusted EPS of $0.85 (+18.1% Y/Y), exceeding consensus by $0.05. The beat was driven by sustained margin expansion of 230 bps to 15.1%, resulting from pricing execution and 80/20 efficiency initiatives. However, total sales declined 6.7% due to Middle East headwinds. Bookings showed a favorable mix shift toward higher-margin aftermarket services; aftermarket bookings declined just 1.2% to $680M, while original equipment bookings fell 13% to $468M. Additionally, FLS secured over $110M in nuclear bookings, continuing momentum in this strategic long-cycle market. Management reaffirmed its full-year 2026 adjusted EPS guidance of $4.00-$4.20. It also updated organic sales growth expectations to a range of (1%) to +2%, from the prior +1% to +3% range. The US-Iran conflict created a ~$50M headwind to bookings and a $25M impact to sales, resulting in a $9M reduction in operating income. An unexpected tariff recovery, however, supported the guidance reiteration.
$FLS