异动解读|斯特林建筑公司盘中上涨5.02%,持续受益奥本海默首次覆盖及收购扩张逻辑

行情直击
Jun 03

6月3日,斯特林建筑公司(STRL)盘中上涨5.02%,报942.3美元/股,成交额1.98亿美元,股价逼近奥本海默设定的950美元目标价。

消息面上,奥本海默此前首次覆盖该公司并给予"跑赢大盘"评级,目标价950美元。该投行指出,公司通过收购CEC Facilities Group已跻身顶级专业服务提供商行列,数据中心场地开发业务贡献超20%的营业利润率,电子基础设施积压订单预示高利润率收入,收购将提升其承接大型项目的能力并充实订单储备。公司最近一季财报EPS为3.39美元,业绩表现稳健,叠加投行看好其在数据中心基建领域的市场份额扩张前景,持续推动股价走强。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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