异动解读 | 摩根士丹利上调评级至"增持",Freshpet盘前大涨5.24%

异动解读
Feb 24

宠物食品零售商Freshpet(FRPT)今日盘前股价大涨5.24%,引起了市场关注。

消息面上,摩根士丹利将其股票评级从“等权重”上调至“增持”,并将目标价从71美元大幅上调至90美元。该券商认为,通用磨坊去年推出的蓝水牛“爱的新鲜”狗粮市场反响不佳,因此Freshpet在新鲜狗粮领域面临的竞争风险低于此前预期。此外,随着沃尔玛和亚马逊在当日杂货配送服务上积极扩张,Freshpet的增长机会可能被市场低估。

与此同时,摩根大通也将其目标价从70美元上调至80美元。在覆盖该股的17家券商中,有10家给予“买入”或更高评级,显示出机构对其前景的普遍看好。

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