异动解读|斯特林建筑公司盘中上涨5.82%,Stone Ridge收购协同效应持续发酵叠加机构看多推动反弹

行情直击
Jun 25

6月25日,斯特林建筑公司盘中上涨5.82%,报917.02美元/股,成交额1.85亿美元。

消息面上,公司此前完成对场地开发承包商Stone Ridge Contracting的收购,将E-Infrastructure业务拓展至太平洋西北地区,服务范围覆盖数据中心、采矿及工业项目,预计贡献约1.8亿美元年收入。奥本海默此前首次覆盖即给予"跑赢大盘"评级,设定目标价950美元,指出公司超20%的运营利润率使其充分受益于超大规模数据中心资本开支计划。公司一季度调整后EPS为3.59美元,大幅超出市场预期的2.01美元。收购协同效应持续释放叠加业绩高增确认,股价延续从高利率担忧引发的回调中修复。

(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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