智通财经APP获悉，投行BTIG发布研报，表示仍对美国Blue Bird Corporation(BLBD.US)持看涨观点，将其目标价上调至65美元。该行指出，鉴于北美校车平均车龄已接近11年，该公司所在市场预计将持续处于车辆更新周期。
BTIG对Blue Bird的投资论点基于其市场领先地位——作为北美地区首选的纯正校车设计与制造商，该公司掌控着约三分之一的市场份额。
分析师格雷戈里·刘易斯强调，"该企业凭借卓越品质建立了知名品牌，通过与经销商长达数十年的合作伙伴关系，在全美范围内增强了客户销售渠道与产品服务能力，"
值得注意的是，Blue Bird正将其产品组合向定价更高的替代动力巴士转型，这为收入和利润率提供了增长动力。刘易斯指出，这表明该公司在未来几年具备极具吸引力的中期增长前景。
展望未来，刘易斯指出了Blue Bird即将面临的多项催化因素：高价替代动力巴士的产量提升、与主要学区就低排放车型达成合约、根据首批客户订单开发中型商用车产品线，以及美国环保署(EPA)和州政府即将公布的政府资助计划。
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