-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。2026年EPS予想の24倍（従来23倍）に基づき、12ヶ月目標株価を17ドル引き上げ269ドルとします。これは、POOLの過去5年間の平均予想PERである26倍を下回る水準であり、新規プール建設における景気循環的な逆風を反映したものです。2026年EPS予想を10.95ドルから11.20ドルに、2027年EPS予想を11.81ドルから11.94ドルにそれぞれ引き上げます。これは、第1四半期の化学品（前年同期比+8%）および設備（前年同期比+7%）の売上高の力強い伸びと、建築資材の伸びの緩やかな改善（前年同期比+5%）を反映したものです。当社は買い推奨を改めて表明します。経営陣が示す2026年のEPSガイダンスである10.87ドル～11.17ドルは、売上高が1桁台前半の伸びにとどまり、営業利益率が横ばいであることを考慮すると達成可能であり、関税コストの影響が弱まるにつれて上昇余地があると考えています。当社は、POOLの比類のない規模（455の販売拠点）が、差別化された製品ポートフォリオ、プライベートブランド製品の販売拡大能力、そして米国における550万台の設置済みプール市場におけるシェア獲得を支えるテクノロジー（POOL360）およびサプライヤーとのパートナーシップなど、重要な優位性をもたらしていると考えています。
Related Articles
Australia
Wedbush Raises Price Target on Seagate Technology Holdings to $700 From $430, Keeps Outperform Rating
Seagate Technology Holdings (STX) has an average rating of overweight and mean price target of $560.68, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $591.00, Change: $+4.75, Percent Change: +0.81%
$STX
Sectors
Natural Gas Rises Off a Two-Year Low Despite Mild Long-term Forecasts
Natural gas prices rose early Monday, rising off a two-year low despite cool long-term forecasts.Gas for May delivery was last seen up $0.08 to US$2.60 per million British thermal units.The rise comes even as long-term forecasts from the National Weather Service see most states east of the Rocky Mountains with cooler than seasonal temperatures over its six to 14 day outlook, keeping heating demand light.Still, the price of the fuel is down 13% since the April 1 start of the cooling season as supply remains robust. In its weekly report released on Wednesday, the Energy Information Administration reported inventories ended the prior week at 2.06-trillion cubic feet, 7.1% above the five-year average.
$NGK6$UNG
Mining & Metals
Greenland Resources Applies for Equity Investment from European Innovation Council
Greenland Resources (MOLY.TO) has applied for an equity investment from the European Innovation Council's 'EIC STEP Scale Up' scheme for a total of 50 million euros, the company said Monday.The investment will be partly funded by Horizon Europe, with the remainder provided by targeted committed capital providers, the company said.The application has successfully passed an eligibility criteria assessment, achieved the Sovereignty STEP Seal project excellence status, and was recommended by panel of jurors to the EIC Fund, which will make a final decision, subject to further due diligence, according to Greenland Resources.The EIC STEP scheme aims to scale up innovation in Europe's strategic technology sectors such as clean and resource efficient technologies including strategic raw materials.The program provides equity investments ranging from 10 million to 30 million euros, aiming to leverage private co-investment and achieve financing rounds of 50 million to 150 million euros or more.As part of the EIC STEP requirements, Greenland Resources has received firm commitments for an additional 40 million euros from two qualified investors to co-invest alongside the EIC Fund.Greenland Resources is developing the Malmbjerg molybdenum project in Greenland.MOLY was down $0.01 at $1.57 last look.Price: $1.57, Change: $-0.01, Percent Change: -0.63%
$MOLY.TO