<p>股价高涨既是实力的体现，也可能是一道潜在障碍。一方面，高股价表明公司表现良好，吸引了投资者。另一方面，当股价达到几百美元时，可能会吓跑潜在买家，减缓新资金的流入。</p>
<p>为解决这一问题，公司通常会选择进行股票分拆。这一策略降低每股价格，同时增加总股数，而不影响公司的整体市值。在股票分拆中，股东按其现有持股比例获得更多股份。这一调整使得股票更容易接触到新投资者。</p>
<p>对于投资者而言，股票分拆通常被视为实力的象征，长期数据也证实了这一点。过去 40 年中，股票分拆后首 12 个月的股票回报几乎是标普 500 指数平均水平的两倍。</p>
<p>但并非所有的分拆交易都是相同的，有些股票将比其他股票获益更多。我们利用 TipRanks 数据库找到了两个即将发生股票分拆的股票，这两个股票在华尔街分析师中评价差异很大。让我们深入了解这些分拆，并发现分析师更倾向于哪一支股票。</p>
<p><strong>信达思公司（CTAS）</strong></p>
<p>我们先来看看信达思，这是一个很多人可能会认识的名字，尽管你可能不知道它是从哪里来的。这家公司的业务范围很广，它的标志可以在许多地方看到，但它的业务是我们大多数人不会考虑的：制服。信达思是商业部门支持服务设备的提供商，包括制服，还有一整套清洁用品，用于洗手间、一般卫生间使用、厨房；工业清洁剂；急救和安全设备；消防服务和设备，包括防火服装；以及培训和合规材料和课程。简而言之，信达思提供了企业保持得体、清洁，并符合职业安全标准所需的一切。</p>
<p>这是一家大公司，在截至今年 5 月 31 日的上一个财政年度，该公司总收入达到了 96 亿美元。该公司在美国和加拿大开展业务，拥有超过 100 万企业客户。信达思拥有 12 个分销中心，运营超过 11700 个分销路线。该公司总部位于俄亥俄州，已经运营超过 90 年，是其行业中最大的公司之一。</p>
<p>今年 7 月，信达思公布了强劲的收益，并提供了更好的未来指引，股价因此大涨。股价迅速达到历史高位，并持续上涨至 8 月底。即使在最近几个交易日出现一些下跌后，股价仍接近历史高位。</p>
<p>推动股价上涨的收益是在 7 月 18 日发布的。公司的营业收入为 247 亿美元，同比增长超过 8%，与预测一致。每股收益 399 美分，比上年同期增加 66 美分，超出预期 19 美分。展望未来，公司给出了 2025 财年营收指引范围为 101.6 亿美元至 103.1 亿美元，中间值表示同比增长 6.6%。2025 财年每股收益指引范围为 16.25 美元至 16.75 美元。</p>
<p>除了乐观的盈利前景，信达思还最近将股息提高了 15% 以上。虽然股息率较低，不到 1%，但每股普通股的当前支付额为 1.56 美元，年化为 6.24 美元。较高的股息于 9 月 3 日支付。</p>
<p>但对于信达思的投资者来说，最重要的消息是即将到来的股票分拆。该公司在 5 月宣布了这一举措；今年 9 月 11 日，截至 9 月 4 日股东将受益于 4 比 1 的股票分拆；也就是说，每位股东将获得 3 股新股以增加现有持股。根据当前定价水平，分拆将使股价降至略低于每股 200 美元。</p>
<p>然而，贝尔分析师安德鲁·维特曼并不看好这里有很多上涨空间。他认为股价被高估，即使有分拆在即。</p>
<p>“在目前的估值水平上，我们认为上涨空间有限…我们要明确，我们对 CTAS 的模型/价值主张、执行质量或从其规模优势中获益的诸多好处没有任何基本担忧。此外，尽管劳动力市场似乎显示出一些放缓迹象，竞争对手已经强调了一定程度的增加竞争，但即使这些也不会过于让我们担忧…总的来说，我们希望我们将有机会再次推荐 CTAS，但目前我们认为股价已经折价了大部分好消息，” 维特曼表示。</p>
<p>维特曼将 CTAS 股票评级为中性，目标股价为 775 美元，暗示股价将在短期内保持区间波动。（点击此处查看维特曼的跟踪记录）</p>
<p>至于华尔街对信达思的整体看法，根据 16 位分析师的评论，股票持有中等买入评级：7 位买入，7 位持有，2 位卖出。然而，以目前的交易价格 802 美元和平均目标价格 769 美元来看，分析师预计股价可能会比目前水平下跌 4%。（查看 <strong>CTAS 股票预测</strong>）</p>
<p><img src="https://imageproxy.pbkrs.com/https://blog.tipranks.com/wp-content/uploads/2024/09/image-228-1024x549.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://blog.tipranks.com/wp-content/uploads/2024/09/image-228-1024x549.png"/></p>
<p><strong>朗姆研究公司（LRCX）</strong></p>
<p>接下来我们将目光转向半导体芯片行业的下一支股票。朗姆研究是一家提供用于制造硅微芯片的先进制造设备的供应商。朗姆专注于用于制造和准备硅晶圆的高科技设备，这是半导体芯片的基本原材料。朗姆的产品涵盖了各种芯片制造工艺，并且公司以在行业内提供创新服务和设备而闻名。朗姆在全球范围内开展业务，总部位于加利福尼亚州弗里蒙特市，靠近硅谷的中心地带。</p>
<p>今年 7 月上半年，Lam Research 的股价达到了超过 1120 美元的峰值，自那时以来股价已下跌近 35%。股票面临的阻力包括内存芯片市场疲软以及美中两国在技术领域的进出口问题上的紧张局势。</p>
<p>在公司财务方面，过去几个季度，营收和盈利都显示出逐渐增长。在最近的报告中，涵盖 2024 年第二季度，公司营收达到了 387 亿美元，同比增长超过 20%，高于预期 4 千万美元。非通用会计准则下的每股收益为 8.14 美元，比预期高出 55 美分。</p>
<p>对于美国银行的 Vivek Arya 来说，这支股票已经准备迎来更好的时期。这位 5 星级分析师，在华尔街专家中排名前 1%，认为内存芯片行业的好转对 Lam 来说是内在的利好，并写道：“围绕 NAND 恢复的乐观情绪正在增强，得到了对于逐渐增长的年度 CSBG 增长的上调观点的支持，部分原因是更高的利用率。重要的是，LRCX 对于技术过渡引领的升级周期与新建项目增长并不敏感。领先的晶圆厂/逻辑应该会受益于 GAA 和 HBM/先进封装（今年每项销售额超过 10 亿美元），这两者与 1 季度前相比都呈上升趋势，进入 C2H/C2Y5E 期间由于超额需求。从长期来看，LRCX 可以通过为 4F 平方 DRAM 提供新的导体刻蚀工具和为 NAND 提供冷冻刻蚀来保持领先地位。”</p>
<p>Arya 继续给予 LRCX 股票买入评级，目标价为 1200 美元，暗示一年内的上涨潜力超过 63%。（点击此处查看 Arya 的投资记录）</p>
<p>华尔街对 LRCX 的普遍看法是中等买入，基于 20 份评论，其中包括 13 份买入和 7 份持有。股价为 729.10 美元，平均目标价为 1100.25 美元，预示着一年内大约 51% 的涨幅。（查看 LRCX 股票预测）</p>
<p><img src="https://imageproxy.pbkrs.com/https://blog.tipranks.com/wp-content/uploads/2024/09/image-231-1024x546.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://blog.tipranks.com/wp-content/uploads/2024/09/image-231-1024x546.png"/></p>
<p>从现有数据来看，华尔街分析师认为 LRCX 股票在拆股前是优秀的股票。</p>
<p>要发现有望进行股票拆分的有前景的股票，请查看 TipRanks 的即将进行股票拆分日历，这是一个全面的资源，可帮助您提前了解潜在机会。</p>
<p><em>免责声明：本文中表达的观点仅为特色分析师的观点。内容仅供信息目的使用，非常重要的是在进行任何投资之前进行自己的分析。</em></p>

信达思

<p>信达思公司（CTAS）即将进行股票分拆，受到金融专家的分析。股票分拆使股票更容易被投资者获取，同时保持市值不变。信达思公司报告显示盈利强劲，计划于 9 月 11 日进行 4 比 1 的股票分拆，吸引了许多投资者。然而，贝尔德分析师安德鲁·维特曼认为，尽管公司市场地位强劲且最近增加了股息，但 CTAS 股票被高估，并且看到有限的上涨空间。去年的营收总额为 66 亿美元，尽管如此，由于当前估值水平，对于这次分拆的整体情绪仍然保持谨慎态度</p>

<p>High stock prices can be both a sign of strength and a potential barrier. On the one hand, they indicate that a company is performing well enough to attract investors. On the other, when shares reach several hundred dollars, they may scare off potential buyers, slowing the influx of fresh capital.</p>
<div class="lb-trans"><p>股价高涨既是实力的体现，也可能是一道潜在障碍。一方面，高股价表明公司表现良好，吸引了投资者。另一方面，当股价达到几百美元时，可能会吓跑潜在买家，减缓新资金的流入。</p>
</div><p>To address this issue, companies often turn to a stock split. This strategy lowers the price per share while increasing the total number of shares, all without affecting the company’s overall market cap. In a stock split, shareholders receive more shares proportional to their existing holdings. This adjustment makes the stock more accessible to new investors.</p>
<div class="lb-trans"><p>为解决这一问题，公司通常会选择进行股票分拆。这一策略降低每股价格，同时增加总股数，而不影响公司的整体市值。在股票分拆中，股东按其现有持股比例获得更多股份。这一调整使得股票更容易接触到新投资者。</p>
</div><p>For investors, stock splits are usually taken as a sign of strength, and the long-term data backs that up. Over the past 40 years, stock returns in the first 12 months post-split have been nearly double the S&amp;P 500 average.</p>
<div class="lb-trans"><p>对于投资者而言，股票分拆通常被视为实力的象征，长期数据也证实了这一点。过去 40 年中，股票分拆后首 12 个月的股票回报几乎是标普 500 指数平均水平的两倍。</p>
</div><p>But not all split transactions are created equal, and some stocks will benefit more than others. We’ve used the TipRanks database to find two upcoming stock splits that have widely diverging reviews from the Street’s analysts. Let’s delve into these splits and discover which one analysts are leaning toward.</p>
<div class="lb-trans"><p>但并非所有的分拆交易都是相同的，有些股票将比其他股票获益更多。我们利用 TipRanks 数据库找到了两个即将发生股票分拆的股票，这两个股票在华尔街分析师中评价差异很大。让我们深入了解这些分拆，并发现分析师更倾向于哪一支股票。</p>
</div><p><strong>Cintas Corporation</strong> <strong>(CTAS)</strong></p>
<div class="lb-trans"><p><strong>信达思公司（CTAS）</strong></p>
</div><p>We’ll start with Cintas, a name that many of you may recognize, although you may not know from where. This company has a large footprint, and its logo is found in many places, but its business is one that most of us don’t think about: uniforms. Cintas is a provider of support services equipment for the business sector, including uniforms but also a full range of cleaning supplies for restrooms, general janitorial use, and kitchens; industrial cleaners; first aid and safety equipment; fire protection services and equipment, including fire-resistant clothing; and training and compliance materials and courses. In short, Cintas provides everything that a business needs to keep well-dressed, clean, and compliant with occupational safety standards.</p>
<div class="lb-trans"><p>我们先来看看信达思，这是一个很多人可能会认识的名字，尽管你可能不知道它是从哪里来的。这家公司的业务范围很广，它的标志可以在许多地方看到，但它的业务是我们大多数人不会考虑的：制服。信达思是商业部门支持服务设备的提供商，包括制服，还有一整套清洁用品，用于洗手间、一般卫生间使用、厨房；工业清洁剂；急救和安全设备；消防服务和设备，包括防火服装；以及培训和合规材料和课程。简而言之，信达思提供了企业保持得体、清洁，并符合职业安全标准所需的一切。</p>
</div><p>This is a big business, and in its last fiscal year, which ended on May 31 of this year, the company brought in a total of $9.6 billion in revenues. The company operates across the US and Canada, and boasts more than 1 million enterprise customers. Cintas has 12 distribution centers and operates more than 11,700 distribution routes. The company is based in Ohio, has been in operation for more than 90 years, and is one of the largest firms in its industry.</p>
<div class="lb-trans"><p>这是一家大公司，在截至今年 5 月 31 日的上一个财政年度，该公司总收入达到了 96 亿美元。该公司在美国和加拿大开展业务，拥有超过 100 万企业客户。信达思拥有 12 个分销中心，运营超过 11700 个分销路线。该公司总部位于俄亥俄州，已经运营超过 90 年，是其行业中最大的公司之一。</p>
</div><p>In July of this year, Cintas reported strong earnings and gave better forward guidance – and the stock jumped as a result. Shares quickly hit record high levels and continued to rise through the end of August. Even after some losses in recent sessions, the shares are still near their record high levels.</p>
<div class="lb-trans"><p>今年 7 月，信达思公布了强劲的收益，并提供了更好的未来指引，股价因此大涨。股价迅速达到历史高位，并持续上涨至 8 月底。即使在最近几个交易日出现一些下跌后，股价仍接近历史高位。</p>
</div><p>The earnings that pushed the shares up that far were released on July 18. The company had a top line of $2.47 billion, up more than 8% year-over-year and in line with the forecasts. The bottom line, a $3.99 EPS, was up by 66 cents per share and beat the estimates by 19 cents. Looking forward, the company gave fiscal 2025 revenue guidance in the range of $10.16 billion to $10.31 billion, representing a 6.6% y/y gain at the midpoint. EPS for fiscal 2025 is guided in the range of $16.25 to $16.75.</p>
<div class="lb-trans"><p>推动股价上涨的收益是在 7 月 18 日发布的。公司的营业收入为 247 亿美元，同比增长超过 8%，与预测一致。每股收益 399 美分，比上年同期增加 66 美分，超出预期 19 美分。展望未来，公司给出了 2025 财年营收指引范围为 101.6 亿美元至 103.1 亿美元，中间值表示同比增长 6.6%。2025 财年每股收益指引范围为 16.25 美元至 16.75 美元。</p>
</div><p>In addition to the upbeat earnings outlook, Cintas has also recently raised its dividend by more than 15%. While the dividend yield is low, at less than 1%, the current payment of $1.56 per common share annualizes to $6.24. The higher dividend was paid on September 3.</p>
<div class="lb-trans"><p>除了乐观的盈利前景，信达思还最近将股息提高了 15% 以上。虽然股息率较低，不到 1%，但每股普通股的当前支付额为 1.56 美元，年化为 6.24 美元。较高的股息于 9 月 3 日支付。</p>
</div><p>But the biggest news for Cintas investors is the coming stock split. The company announced this move back in May; on September 11 this year, shareholders of record as of September 4 will benefit from a 4-for-1 stock split; that is, each shareholder will receive 3 new shares to add to the existing holding. Based on current pricing levels, the split will bring the shares down to slightly less than $200 each.</p>
<div class="lb-trans"><p>但对于信达思的投资者来说，最重要的消息是即将到来的股票分拆。该公司在 5 月宣布了这一举措；今年 9 月 11 日，截至 9 月 4 日股东将受益于 4 比 1 的股票分拆；也就是说，每位股东将获得 3 股新股以增加现有持股。根据当前定价水平，分拆将使股价降至略低于每股 200 美元。</p>
</div><p>Nevertheless, Baird analyst Andrew Wittmann does not see a lot of upside here. He believes the stock is overvalued, even with the split in the offing.</p>
<div class="lb-trans"><p>然而，贝尔分析师安德鲁·维特曼并不看好这里有很多上涨空间。他认为股价被高估，即使有分拆在即。</p>
</div><p>“At present valuation levels we see limited upside… We want to be clear, we do not have any fundamental concerns about CTAS’ model/value-proposition, execution quality, or any of the myriad of benefits which stem from its scale advantage. Moreover, while the labor market appears to have shown some signs of softening, and competitors have highlighted a degree of increased competition, even these are not overly concerning to us… Net, we’re hopeful that we’ll get another shot to recommend CTAS, but for now we believe shares discount most of the good news,” Wittmann opined.</p>
<div class="lb-trans"><p>“在目前的估值水平上，我们认为上涨空间有限…我们要明确，我们对 CTAS 的模型/价值主张、执行质量或从其规模优势中获益的诸多好处没有任何基本担忧。此外，尽管劳动力市场似乎显示出一些放缓迹象，竞争对手已经强调了一定程度的增加竞争，但即使这些也不会过于让我们担忧…总的来说，我们希望我们将有机会再次推荐 CTAS，但目前我们认为股价已经折价了大部分好消息，” 维特曼表示。</p>
</div><p>Wittmann rates CTAS shares a Neutral, with a price target of $775, suggesting the shares will stay rangebound for the time being. (To watch Wittmann’s track record, click here)</p>
<div class="lb-trans"><p>维特曼将 CTAS 股票评级为中性，目标股价为 775 美元，暗示股价将在短期内保持区间波动。（点击此处查看维特曼的跟踪记录）</p>
</div><p>As for Wall Street’s overall stance on Cintas, the stock holds a Moderate Buy consensus, based on 16 analyst reviews: 7 Buys, 7 Holds, and 2 Sells. However, with a current trading price of $802 and an average price target of $769, analysts project a potential decline of 4% from current levels. (See <strong>CTAS stock forecast</strong>)</p>
<div class="lb-trans"><p>至于华尔街对信达思的整体看法，根据 16 位分析师的评论，股票持有中等买入评级：7 位买入，7 位持有，2 位卖出。然而，以目前的交易价格 802 美元和平均目标价格 769 美元来看，分析师预计股价可能会比目前水平下跌 4%。（查看 <strong>CTAS 股票预测</strong>）</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://blog.tipranks.com/wp-content/uploads/2024/09/image-228-1024x549.png" alt="" original-src="https://blog.tipranks.com/wp-content/uploads/2024/09/image-228-1024x549.png"/></p>
<p><strong>Lam Research</strong> <strong>(LRCX)</strong></p>
<div class="lb-trans"><p><strong>朗姆研究公司（LRCX）</strong></p>
</div><p>For the next stock on our list, we’ll shift our sights to the semiconductor chip industry. Lam Research is a provider of the sophisticated fabrication equipment used in manufacturing silicon microchips. Lam specializes in the high-tech devices used to make and prepare silicon wafers, the basic raw material of the semiconductor chip. Lam’s products cover a wide range of chip-making processes, and the company is known as an innovative supplier of services and devices within the industry. Lam operates globally and is headquartered in Fremont, California, near the heart of Silicon Valley.</p>
<div class="lb-trans"><p>接下来我们将目光转向半导体芯片行业的下一支股票。朗姆研究是一家提供用于制造硅微芯片的先进制造设备的供应商。朗姆专注于用于制造和准备硅晶圆的高科技设备，这是半导体芯片的基本原材料。朗姆的产品涵盖了各种芯片制造工艺，并且公司以在行业内提供创新服务和设备而闻名。朗姆在全球范围内开展业务，总部位于加利福尼亚州弗里蒙特市，靠近硅谷的中心地带。</p>
</div><p>Shares in Lam Research peaked in the first half of July this year, at more than $1,120, and the stock has fallen almost 35% since then. Headwinds on the stock include a sluggish market for memory chips and increased tensions between the US and China as the two powers argue over imports and exports in the technology sector.</p>
<div class="lb-trans"><p>今年 7 月上半年，Lam Research 的股价达到了超过 1120 美元的峰值，自那时以来股价已下跌近 35%。股票面临的阻力包括内存芯片市场疲软以及美中两国在技术领域的进出口问题上的紧张局势。</p>
</div><p>On the company’s financial side, both revenues and earnings have been showing modest sequential gains for the last several quarters. In the last report, covering the ‘June quarter’ of 2024, the company reported $3.87 billion at the top line, up year-over-year by more than 20% and beating the forecast by a modest $40 million. The bottom line, reported as a non-GAAP EPS, came in at $8.14 per share, or 55 cents better than had been anticipated.</p>
<div class="lb-trans"><p>在公司财务方面，过去几个季度，营收和盈利都显示出逐渐增长。在最近的报告中，涵盖 2024 年第二季度，公司营收达到了 387 亿美元，同比增长超过 20%，高于预期 4 千万美元。非通用会计准则下的每股收益为 8.14 美元，比预期高出 55 美分。</p>
</div><p>For Vivek Arya, of Bank of America, this stock is ready for better times. The 5-star analyst, ranked among the top 1% of the Street’s experts, sees a turnaround in the memory chip industry as inherently positive for Lam, and writes of the company, “Optimism around a NAND recovery is building supported by an upwardly revised view for modest YoY CSBG growth in part fueled by higher utilization rates. Importantly, LRCX is revenue agnostic to a tech-transition led upgrade cycle vs. greenfield adds. Leading-edge foundry/logic should see pickup from both GAA and HBM/advanced packaging ($1bn+ sales each this year), both of which are trending higher vs 1-quarter ago into C2H/C2Y5E due to outsized demand. L-t, LRCX can maintain dep/etch leadership with new conductor etch tools for 4F squared DRAM and cryo etch for NAND.”</p>
<div class="lb-trans"><p>对于美国银行的 Vivek Arya 来说，这支股票已经准备迎来更好的时期。这位 5 星级分析师，在华尔街专家中排名前 1%，认为内存芯片行业的好转对 Lam 来说是内在的利好，并写道：“围绕 NAND 恢复的乐观情绪正在增强，得到了对于逐渐增长的年度 CSBG 增长的上调观点的支持，部分原因是更高的利用率。重要的是，LRCX 对于技术过渡引领的升级周期与新建项目增长并不敏感。领先的晶圆厂/逻辑应该会受益于 GAA 和 HBM/先进封装（今年每项销售额超过 10 亿美元），这两者与 1 季度前相比都呈上升趋势，进入 C2H/C2Y5E 期间由于超额需求。从长期来看，LRCX 可以通过为 4F 平方 DRAM 提供新的导体刻蚀工具和为 NAND 提供冷冻刻蚀来保持领先地位。”</p>
</div><p>Arya goes on to give LRCX shares a Buy rating, with a $1,200 price target that suggests a one-year upside potential better than 63%. (To watch Arya’s track record, click here)</p>
<div class="lb-trans"><p>Arya 继续给予 LRCX 股票买入评级，目标价为 1200 美元，暗示一年内的上涨潜力超过 63%。（点击此处查看 Arya 的投资记录）</p>
</div><p>The general view of LRCX from the Street is a Moderate Buy, based on 20 reviews that include 13 to Buy and 7 to Hold. The shares are trading for $729.10 and the average target price of $1,100.25 points toward a gain of ~51% on the one-year horizon. (See <strong>LRCX stock forecast</strong>)</p>
<div class="lb-trans"><p>华尔街对 LRCX 的普遍看法是中等买入，基于 20 份评论，其中包括 13 份买入和 7 份持有。股价为 729.10 美元，平均目标价为 1100.25 美元，预示着一年内大约 51% 的涨幅。（查看 LRCX 股票预测）</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://blog.tipranks.com/wp-content/uploads/2024/09/image-231-1024x546.png" alt="" original-src="https://blog.tipranks.com/wp-content/uploads/2024/09/image-231-1024x546.png"/></p>
<p>Looking at the available data, it’s clear that Wall Street’s analysts see LRCX shares as the superior stock pre-split.</p>
<div class="lb-trans"><p>从现有数据来看，华尔街分析师认为 LRCX 股票在拆股前是优秀的股票。</p>
</div><p>To discover promising stock ideas that are poised for stock splits, check out TipRanks’ Upcoming Stock Splits Calendar, a comprehensive resource for staying ahead of potential opportunities.</p>
<div class="lb-trans"><p>要发现有望进行股票拆分的有前景的股票，请查看 TipRanks 的即将进行股票拆分日历，这是一个全面的资源，可帮助您提前了解潜在机会。</p>
</div><p><em>Disclaimer: The opinions expressed in this article are solely those of the featured analysts. The content is intended to be used for informational purposes only. It is very important to do your own analysis before making any investment.</em></p>
<div class="lb-trans"><p><em>免责声明：本文中表达的观点仅为特色分析师的观点。内容仅供信息目的使用，非常重要的是在进行任何投资之前进行自己的分析。</em></p>
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这两次即将到来的股票拆分值得购买吗？分析师只看好其中一个