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Research Alert: CFRA Reiterates Buy Opinion On Shares Of Pool Corporation

-- CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:

We raise our 12-month price target by $17 to $269, based on 24x our 2026 EPS estimate (up from 23x), a discount to POOL's 26x five-year average forward multiple, reflecting cyclical headwinds to new pool construction. We raise our 2026 EPS estimate to $11.20 from $10.95 and raise 2027's to $11.94 from $11.81, reflecting strong Q1 chemical (+8% Y/Y), equipment (+7% Y/Y) sales growth and gradual improvement in building materials growth (+5% Y/Y). We reiterate our Buy opinion, viewing management's 2026 EPS guidance of $10.87-$11.17 as achievable given low single-digit sales growth and flat operating margins, with upside as tariff cost impacts wane. We think POOL's unmatched scale (455 sales centers) provides it key advantages, including a differentiated product portfolio, ability to ramp private label product sales, and technology (POOL360) and supplier partnerships that support the company's ability to gain market share of the 5.5 million installed pool base in the U.S.

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