杰富瑞恢复对L3Harris的覆盖,给予“持有”评级,股价下跌

路透中文
Aug 26
BUZZ-<a href="https://laohu8.com/S/JEF">杰富瑞</a>恢复对L3Harris的覆盖,给予“持有”评级,股价下跌

8月26日 - ** 美国国防承包商L3Harris(LHX.N)股价下跌逾1%,报259美元,因杰富瑞(Jefferies)恢复该股研究覆盖并给予“持有”评级;

** 新的目标价315美元较该股上一收盘价有20%的上行空间

** 该券商指出,管理层变动带来的不确定性以及Missile Solutions首次公开募股(IPO)路径不明是主要原因

** 该公司近期因行为失当解除了首席执行官库巴西克(Kubasik) (link) 的职务,并任命萨姆·梅塔(Sam Mehta)为新任首席执行官

** 杰富瑞曾于2025年11月暂停对这家国防承包商的覆盖,当时该股评级为“买入”,目标价为365美元

** 该券商表示,IPO决策存在悬而未决的问题,在新领导层领导下,该进程可能被搁置至2027年年中

** IPO决定还取决于该公司能否最终敲定迄今为止价值200亿美元的多年期《保密协议》(NDA)草案,该协议要求采用双供应商模式采购固体火箭发动机。

** 19家券商中有13家给予该股“买入”评级,6家给予“持有”评级——数据由LSEG汇总;目标价中位数为377美元

** 截至上一交易日收盘,该股年内累计跌幅达10.70%

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