摩根大通在York Space下调2026年业绩指引后,将其评级下调至“中性”

路透中文
Aug 17
BUZZ-<a href="https://laohu8.com/S/JPM">摩根大通</a>在York Space下调2026年业绩指引后,将其评级下调至“中性”

8月17日 - ** 摩根大通将约克太空(YSS.N)的评级从“增持”下调至“中性”

** 将目标价下调逾半至17美元,该水平较上周五收盘价仍有55.5%的上行空间;盘前股价微跌至10.89美元

** 上周五,这家卫星制造商 (link) 因政府合同授予速度放缓,下调了2026财年营收预期

** 摩根大通表示,York要取得成功需要大规模生产和强大的市场份额

** “York或许能实现这一目标……但目前路径尚不明确,该公司在‘不定量/不定期交付’(ID/IQ)合同环境下可能面临激烈竞争”

** 10位分析师的平均评级为“买入”;目标价中位数为32.5美元——数据由LSEG汇编

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