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FINWIRES

Stifel Canada 將 NFI Group 的目標價上調至 25.50 美元，並維持「買入」評級，此前該公司公佈了第一季財報。

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-- 在NFI集團（NFI.TO）於5月7日公佈第一季財報前，Stifel Canada將該公司股票的目標價從23.00加幣上調至25.50加幣。 分析師Daryl Young維持對NFI的「買進」評級，並預測其調整後EBITDA為7,960萬美元，年增27%，但比市場普遍預期的8,180萬美元低約3%。 Young樂觀地認為，NFI在2026年的業績將更加平穩，因為該公司似乎已經度過了供應鏈和電池召回問題的最嚴重時期。去年底宣布的XALT和解協議也對公司的資產負債表和現金流起到了支撐作用。 Young也認為，該公司受232條款關稅的影響「相對較小」。對所有進入美國的客車和巴士/車殼徵收的10%核心關稅保持不變，並已反映在NFI目前的業績指引中。 「我們認為，該股估值依然頗具吸引力，但我們也承認，其股價近期漲勢強勁，且近年來面臨諸多挑戰，投資者仍保持謹慎。因此，現在比以往任何時候都更難準確評估市場情緒。儘管如此，我們仍然樂觀地認為，NFI將迎來自2019年以來首個不間斷生產的年份。」

Price: $21.63, Change: $-0.13, Percent Change: -0.60%

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