券商观点:劳氏面临DIY市场的压力,但经纪人的乐观情绪依然坚定

路透中文
Aug 20
BUZZ-券商观点:<a href="https://laohu8.com/S/LOW">劳氏</a>面临DIY市场的压力,但经纪人的乐观情绪依然坚定

8月20日 - ** 劳氏(Lowe's) LOW.N 周三公布的第二季度利润和利润率均超出市场预期 (link),这得益于家居维修需求的强劲表现,但由于消费者在非必需品支出方面仍持谨慎态度,该公司下调了全年业绩预期

** 覆盖该股的36家券商给出的目标价中位数为259美元——LSEG汇编数据

保持工具箱满载

** 摩根士丹利(评级“增持”,目标价:277美元) 表示,LOW 运营表现良好,但其对DIY客户的业务占比较高,加之经济前景不明朗,正对其下半年前景构成压力

** 杰富瑞(“买入”,目标价:260 美元) 表示:“随着高端产品线的推进以及未来强劲的创新计划,我们看好该业务类别在下半年的发展态势”

** 派杰 (Piper Sandler)(“超配”,目标价:265 美元) 表示,该公司仍处于有利位置,将在家居装修需求改善时受益,且其下半年业绩指引似乎合理

** 泰尔西咨询集团(Telsey Advisory Group)(“跑赢大盘”,目标价:260美元) 指出,公司下调后的盈利预期仍可实现,这得益于成本节约、技术举措以及潜在的关税优惠

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