-- 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。MMMの第1四半期決算発表を受け、12ヶ月目標株価を185ドルに据え置きます。これは、2027年の営業利益予想9.53ドル（従来予想9.26ドルから上方修正、2026年の営業利益予想は8.82ドルから上方修正）の19.4倍に相当し、パンデミック前のMMMの過去の株価倍率に近い水準です。同社の収益の質の向上とポートフォリオ最適化への取り組みを考慮すると、現在の株価は魅力的な水準にあると見ています。マクロ経済環境は依然として非常に変動が激しいものの、株価パフォーマンスの唯一の要因とは考えていません。変革が成熟するにつれ、社内イニシアチブの実行が同社の業績を左右する主要な要因となるでしょう。自動化は、生産性向上の次の段階を推進する上で大きな機会をもたらし、投資が実を結ぶにつれて営業利益率の追い風になると見ています。成長面では、MMMがデータセンター市場の拡大に注力していること、特に「拡張ビーム光学」技術がハイパースケーラーの間で早期に注目を集めていることを高く評価しています。当社は引き続き、同社株の「強力買い」推奨を維持します。
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Research Alert: CFRA Keeps Strong Buy Opinion On Shares Of Baker Hughes
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$WAB