-- 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。第1四半期決算を精査し、最近改善した地政学的環境を考慮した結果、12ヶ月目標株価を11ドル引き上げ、51ドルとします。これは、2027年のEPS予想の7.8倍に相当し、ALLYの収益変動が大きいことを考慮すると、同業他社の平均10.1倍よりも割安です。2026年のEPS予想は0.24ドル引き上げ5.46ドル、2027年のEPS予想は0.36ドル引き上げ6.55ドルとします。売上高予想は、2026年が90億ドル、2027年が96億ドルです。ALLYは、信用力の改善が継続するなど、第1四半期に好調な業績を上げました。数年間の低迷を経て、融資の伸びは3四半期連続で加速しており、これは当社が注視してきた好ましい展開です。第1四半期は特に好調で、個人向けローン申請件数は過去最高の440万件に達しました。とはいえ、金利環境は依然として逆風となっており、利下げは2026年後半または2027年まで実現する可能性は低いとみられています。一方で、ALLYとその同業銀行は、新たに提案されたバーゼルIIIの自己資本規制から恩恵を受ける見込みです。株価利回りは2.7%です。
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