好未来(TAL)今日盘中股价大跌5.03%，引发了市场关注。
消息面上，独立研究提供商CFRA发布最新分析，将好未来的目标价从14美元下调至12美元。该机构指出，基于对2027财年每股ADS收益预估的20倍（过去三年平均为31倍），反映出随着公司后2022财年重组阶段的强劲复苏逐步正常化，预计其盈利增长将放缓。
CFRA预测，好未来2027财年和2028财年的收入增长率将分别为31%和11%，增长得益于学习中心扩张、课程注册人数增加以及学习设备的持续普及，但与前期相比增速有所放缓。机构同时预计净利率将有所提升，但公司在人工智能和市场营销方面的持续投入可能会部分抵消这些收益。
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