异动解读 | Bath & Body Works股价盘中大跌5.12%,多家券商下调评级及目标价

异动解读
Nov 21, 2025

周五盘中,Bath & Body Works Inc.(股票代码:BBWI)股价大跌5.12%,主要受到多家华尔街券商下调评级和目标价的影响。

摩根士丹利分析师将Bath & Body Works的评级从"增持"下调至"持平",并将目标价从43美元大幅下调至18美元。这一举动引发了市场对该公司未来增长前景的担忧。除摩根士丹利外,包括摩根大通、巴克莱、花旗集团和富国银行在内的至少五家券商也下调了该公司的目标价。

摩根士丹利分析师指出,Bath & Body Works的外延和稳态增长下降,并对公司的盈利预测表示担忧。他们认为,第三季度业绩、公司指引和新的战略计划加强了市场对该公司实现持续低个位数增长和利润扩张能力的疑虑。这些因素可能不仅被推迟实现,而且在结构上可能难以实现。

此前一天,Bath & Body Works发布了令市场失望的财务预测,这进一步加剧了投资者的担忧。截至最近收盘,该股已累计下跌59.2%,如果盘中跌势持续,该股可能将以五年多来的最低价收盘。目前,在15位分析师中,有6位给予该股"强烈买入"或"买入"评级,9位给予"持有"评级,显示市场对该公司前景的看法趋于谨慎。

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