-- 美國銀行證券週五發布的一份報告稱，由於第一季註冊量疲軟以及“行銷失誤”，Planet Fitness (PLNT) 的成長前景正面臨調整。 報告指出，由於先前的行銷活動過於專注於健身愛好者而非新手，新的行銷措施需要時間才能見效，3月和4月的業績均低於預期。 美國銀行表示，該公司下調了2026年的營收、同店銷售額、EBITDA和每股盈餘預期，而避免提高黑卡價格可能會對業績造成壓力。 報告稱，管理層已聘請一家新的創意機構，並計劃在年底前推出一項新的行銷活動，為2027年第一季的關鍵會員增長期做好準備。 美國銀行將Planet Fitness的股票評級從“買入”下調至“中性”，並將目標價從110美元大幅下調至59美元。
Price: $45.72, Change: $+1.71, Percent Change: +3.89%
Price: $22.47, Change: $-5.56, Percent Change: -19.84%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Our downgrade is on valuation, with shares up 18% YTD, and now trading relatively close to our target. Our 12-month target price remains $21, a 7.9x multiple of enterprise value to projected 2027 EBITDA, in line with ET's historical forward average. We cut our 2026 earnings per unit estimate by $0.07 to $1.59, and 2027's by $0.11 to $1.64. ET has growing exposure to natural gas processing and logistics needs in the U.S., which is compounded by the emergence of data centers and LNG export terminals (which arguably rise in importance following recent attacks on Qatar's LNG export terminals, an important industry development given that Qatar is home to 20% of global LNG exports). Although ET is no longer proceeding with its own Lake Charles LNG terminal project, it still has exposure to the play by virtue of enabling the flow of natural gas to the U.S. Gulf for other industry participants. Units yield 6.8%.
Price: $255.39, Change: $-0.14, Percent Change: -0.05%