异动解读 | 目标价上调及销售前景乐观,Cadre Holdings盘中大涨5.04%

异动解读
May 13

执法安全设备制造商Cadre Holdings(CDRE)今日盘中大涨5.04%,引起了市场的广泛关注。

消息面上,杰富瑞(Jefferies)将该公司的目标价从40美元上调至45美元,并重申“买入”评级,新目标价较该股上一交易日收盘价有58.6%的上行空间。此次上调主要基于该公司乐观的销售前景,其预测2026年净销售额中位数将高于分析师预期。

杰富瑞指出,受强劲需求和收购推动,Cadre Holdings的订单积压量大幅飙升,其国防合同和防护装备业务正驱动着稳健的增长。此外,未来增长预计将由公共安全领域的强劲机遇以及核能领域支出的增加所驱动。

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