异动解读|Argan盘中下跌6%,Piper Sandler给予跑输大盘评级叠加板块集体承压

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9月15日,Argan盘中下跌6%,报389.86美元/股,成交额5418.63万美元。

消息面上,Piper Sandler近日首次覆盖Argan并给予"跑输大盘"评级,与市场主流看多观点形成分歧。据FactSet统计,Argan当前分析师平均评级为"超配",均值目标价573美元,Piper Sandler的逆向评级对短期情绪构成压制。此外,建筑与工程板块整体走弱,广达公司跌4.03%、美国舒适系统跌5.84%、Sterling Construction跌7.44%、Emcor跌3.93%、MasTec跌4.79%,行业性抛压加剧个股回调幅度。

值得注意的是,Argan此前于9月10日宣布季度股息大幅上调40%至每股0.70美元,且9月3日公布的Q2财报表现亮眼,EPS为3.76美元,远超市场预期的2.64美元,营收3.84亿美元同比增长61.5%。基本面利好与短期股价回调形成反差,或与前期涨幅较大后的获利了结有关。

Argan, Inc.成立于1961年,主要通过电力、工业及Teledata三大业务板块提供工程、采购、建设及技术咨询服务。

(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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