-- 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。SLGNの過去3年間の平均倍率に沿って、2026年のEBITDA予測値に基づくEV/EBITDA倍率を8.9倍とし、12ヶ月目標株価を13ドル引き下げて46ドルとします。2026年のEPS予測値を0.05ドル引き上げて3.90ドル、2027年のEPS予測値を0.05ドル引き上げて4.20ドルとします。金属容器事業は年初から好調で、前年同期比2%増、ペットフード製品の販売量は11%増となりました。経営陣は、フレグランス、ビューティー、ヘルスケア分野がWeenerのポートフォリオに完全に統合されたことで、今後も長期的な成長余地があると見ています。2027年には、さらなる新製品投入と顧客パートナーシップの拡大が見込まれ、この分野の成長を牽引するでしょう。調剤薬局および専門薬局の閉鎖は、在庫コストの上昇と、北米における悪天候による販売量の減少が原因で逆風となっています。経営陣はまた、今年初めに獲得したもののまだ商品化には至っていない新規事業の獲得により、2026年下半期には販売量が改善する見込みであると述べています。
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Research Alert: CFRA Keeps Hold Opinion On Shares Of Vlto
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We adjust our target price to $100 from $115 following Q1 results, valuing shares at 22x our unchanged 2027 EPS outlook of $4.53, near peers' three-year historical forward P/E average. We lift our 2026 EPS view to $4.20 from $4.15. VLTO delivered a solid Q1 beat, with operating EPS of $1.07 rising 12.6% Y/Y and surpassing consensus of $1.01, while core sales grew roughly 2% Y/Y, led by stronger Water Quality revenues (up 4%) offsetting a 1% decline in Product Quality and Innovation. China remained a mixed bag, with divergent performance across segments. Operating margins expanded modestly, rising 10 bps to 25.1%, reflecting bottom-line improvements despite mixed sales performance. FCF was up 19.7%, supporting approximately $1B in capital deployment during the quarter, including $620M for the acquisitions of In-Situ and GlobalVision and $300M in share repurchases. VLTO also initiated a cost optimization program expected to generate annual savings of $65M to $75M by 2028.
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Research Alert: CFRA Maintains Hold Rating On Fair Isaac Corporation
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We maintain our target price of $1,219, applying 26x our FY 27 (Sep.) EPS estimate, with the compressed multiple reflecting regulatory uncertainty following the FHFA's decision allowing VantageScore in conforming mortgages, introducing the first meaningful competition to FICO's long-standing monopoly. Our EPS estimates are $41.08 for FY 26 (up from $38.48) and $46.90 in FY 27. We maintain our Hold rating while awaiting greater clarity on competitive dynamics and adoption trends for FICO's Mortgage Direct licensing program, with lender uptake remaining uncertain and management's dismissal of competitive threats contrasting with defensive pricing actions. While the company continues demonstrating strong near-term performance and aggressive capital returns through share repurchases, the regulatory landscape has fundamentally shifted in ways that warrant caution. FICO's Platform software momentum, expanding operating leverage, and switching costs offer enough upside to balance the recent industry changes.
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Research Alert: CFRA Keeps Buy Opinion On Shares Of Cincinnati Financial Corp.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our 12-month target price by $7 to $185, valuing CINF shares (currently yielding 2%) at 20x our 2027 operating EPS estimate of $9.15 (raised by $0.10) and at 21.5x our 2026 EPS estimate of $8.60 (raised by $0.10), versus its five-year average forward multiple of 21x and peer average. CINF posted Q1 operating EPS of $2.10 versus a $0.24 operating loss per share a year ago, matching our estimate and topping the $1.94 consensus view, amid 12% higher operating revenues due to 11% premium growth and 14% higher net investment income, with written premium growth of 7% likely at the upper end of peer averages. We believe CINF's competitive strengths include its facile underwriting style and ability to allocate underwriting capital to areas with the most promising fundamentals, positioning it well despite increasingly competitive market conditions. CINF's ability to consistently produce above-peer growth and underwriting profitability will support the shares' premium valuation versus peers, in our view.
$CINF