7月21日 - ** 巴克莱银行将卡车发动机制造商康明斯CMI.N的目标股价从381美元上调至387美元,较该股上次收盘价上涨10.4%。
** 评级维持 "等权重 "不变
** 称公司在艰难的市场环境中有效地管理了成本,并预计公司将受益于中国市场的增长和供应链的恢复带来的潜在上涨空间
** 进一步预计公司数据中心设施将强劲扩张
** 但指出,由于订单减少、取消订单和库存增加以及 6-8 级车辆产量下降,2025 年卡车需求将下降
** 将 2025 年每股收益预测从 21.18 美元上调至 21.47 美元
** 23家券商对该股的平均评级为 "持有";他们的中位PT值为357.62美元--数据由LSEG编制
** 截至上次收盘,该股今年累计上涨约1%。
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