杰富瑞下调DoorDash评级至"持有",指增长潜力已充分兑现

华尔街洞察
15 Jul

杰富瑞投资银行将餐饮配送平台DoorDash(DASH.O)的评级从"买入"下调至"持有",认为其增长潜力已完全反映在股价中。该机构同时将目标价从235美元上调至250美元,较最新收盘价溢价约4%。

分析师在报告中指出:"我们的盈利分解模型显示公司存在超预期潜力,调整后利润增长率在业内保持领先,但这些利好因素可能不足以支撑股价持续跑赢大盘。"根据伦敦证券交易所集团(LSEG)汇编数据,目前覆盖该股的42家机构中,28家给予"买入"及以上评级,其余均建议"持有",目标价中位数为230美元。

今年以来,DoorDash股价累计上涨近45%,涨势显著领先大盘。此次评级调整反映机构对估值水平的谨慎态度,认为当前股价已充分消化未来增长预期。

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