异动解读 | 发电业务前景改善叠加业绩超预期,康明斯盘中大涨5.01%

异动解读
May 06

康明斯(CMI)今日盘中大涨5.01%,引起了市场的广泛关注。

消息面上,康明斯此前公布的第一季度营收超出市场预期,并且公司上调了全年业绩指引,增强了市场信心。与此同时,由于发电设备需求强劲,公司发电业务前景显著改善,包括伯恩斯坦、花旗、杰富瑞、摩根大通、摩根士丹利、美银和富国银行在内的至少六家知名券商在今日纷纷上调了康明斯的目标股价。

具体来看,花旗将目标价从710美元上调至770美元,杰富瑞从700美元上调至775美元,摩根大通从600美元上调至725美元,摩根士丹利从675美元上调至752美元,美银全球研究从540美元上调至731美元,伯恩斯坦从600美元上调至700美元,富国银行从693美元上调至794美元。券商普遍认为,发电业务的强劲增长势头以及公司应对可变负荷的灵活性,为其长期增长提供了支撑。

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