BUZZ-TD Cowen 下调 ArcBest 的 PT 值,指出卡车运输需求疲软

路透中文
Oct 01, 2025
BUZZ-TD Cowen 下调 ArcBest 的 PT 值,指出卡车运输需求疲软

10月1日 - ** TD Cowen将物流公司ArcBest Corp ARCB.O的PT值从72美元下调至67美元,新PT值较该股上次收盘价下跌了4.1%。

** 维持 "持有 "评级

** 该公司股价在上午交易中下跌近2%,报收于69美元左右

** 经纪公司称,卡车货运市场需求的恶化和低于季节性的趋势为 ArcBest 等承运商进入旺季创造了一个充满挑战的背景。

** 注意到干货运输现货价格自 7 月以来已下跌 17%,目前低于盈亏平衡点,持续疲软使公司更难保持盈利。

** 13家券商中有6家将该股评为 "买入 "或更高评级,7家为 "持有";其PT中值为81美元--LSEG汇编的数据

** 包括盘中走势在内,该股今年累计下跌 26.4

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