<p>威廉·布莱尔分析师 Tim Mulrooney 维持了对 WSC 股票的中性立场，并在 12 月 9 日给予了持有评级。</p>
<p>Tim Mulrooney 给予持有评级的原因主要与当前的建筑周期和宏观环境相关。他指出，非住宅建筑开工情况持续令人失望，年初至今的活动仍在下降，建筑账单指数等领先指标明显处于收缩区间。在他看来，这种背景意味着 WillScot Mobile Mini 的整体项目量可能再次显著低于去年，延续了多年的需求疲软。因此，他认为短期内对量的显著加速缺乏可见性，这使得他对该股票的看法保持谨慎。</p>
<p>与此同时，Mulrooney 承认新项目活动仅显示出适度的季节性调整改善，而公司最近批准的网络投资现在在他的财务模型中得到了更准确的反映。尽管这些进展在一定程度上是积极的，但尚不足以抵消来自疲弱建筑开工和依然疲软的宏观环境的更广泛阻力。他表示，更有利的评级可能需要非住宅建筑活动出现明确的转折信号，以及更有说服力的增长路径。在这样的证据出现之前，他认为 WillScot Mobile Mini 股票的风险回报特征最好被描述为平衡，这支持了他的持有建议。</p>
<p>在 12 月 9 日发布的另一份报告中，TR | OpenAI – 4o 也重申了对该股票的持有评级，并设定了 22.50 美元的目标价。</p>

<p>威廉·布莱尔分析师 Tim Mulrooney 对 WillScot Mobile Mini 维持持有评级，原因是非住宅建筑开工疲软以及宏观环境不佳。他认为尽管有适度改善和网络投资，但短期内对销量增长的可见性有限。要获得更有利的评级，需要更明确的建筑活动复苏迹象。TR | OpenAI 也重申了持有评级，目标价为 22.50 美元</p>

<p>William Blair analyst Tim Mulrooney has maintained their neutral stance on WSC stock, giving a Hold rating on December 9.</p>
<div class="lb-trans"><p>威廉·布莱尔分析师 Tim Mulrooney 维持了对 WSC 股票的中性立场，并在 12 月 9 日给予了持有评级。</p>
</div><p>Tim Mulrooney has given his Hold rating due to a combination of factors tied primarily to the current construction cycle and macro environment. He notes that nonresidential construction starts have continued to disappoint, with year-to-date activity still in decline and leading indicators such as the Architecture Billings Index firmly in contraction territory. In his view, this backdrop implies that overall project volumes for WillScot Mobile Mini are likely to end the year noticeably lower again, extending a multi‑year stretch of subdued demand. As a result, he sees limited near‑term visibility for a meaningful acceleration in volumes that would justify a more positive stance on the shares.</p>
<div class="lb-trans"><p>Tim Mulrooney 给予持有评级的原因主要与当前的建筑周期和宏观环境相关。他指出，非住宅建筑开工情况持续令人失望，年初至今的活动仍在下降，建筑账单指数等领先指标明显处于收缩区间。在他看来，这种背景意味着 WillScot Mobile Mini 的整体项目量可能再次显著低于去年，延续了多年的需求疲软。因此，他认为短期内对量的显著加速缺乏可见性，这使得他对该股票的看法保持谨慎。</p>
</div><p>At the same time, Mulrooney acknowledges that new project activity has shown only modest, seasonally adjusted improvement and that the company’s recently approved network investments are now more accurately reflected in his financial model. While these developments are incrementally constructive, they are not yet enough to offset the broader headwinds from weak construction starts and a still‑soft macro backdrop. He indicates that a more favorable rating would likely require clearer signs of a turning point in nonresidential construction activity and a more convincing path to volume growth. Until such evidence emerges, he believes the risk‑reward profile of WillScot Mobile Mini’s stock is best characterized as balanced, supporting his Hold recommendation.</p>
<div class="lb-trans"><p>与此同时，Mulrooney 承认新项目活动仅显示出适度的季节性调整改善，而公司最近批准的网络投资现在在他的财务模型中得到了更准确的反映。尽管这些进展在一定程度上是积极的，但尚不足以抵消来自疲弱建筑开工和依然疲软的宏观环境的更广泛阻力。他表示，更有利的评级可能需要非住宅建筑活动出现明确的转折信号，以及更有说服力的增长路径。在这样的证据出现之前，他认为 WillScot Mobile Mini 股票的风险回报特征最好被描述为平衡，这支持了他的持有建议。</p>
</div><p>In another report released on December 9, TR | OpenAI – 4o also reiterated a Hold rating on the stock with a $22.50 price target.</p>
<div class="lb-trans"><p>在 12 月 9 日发布的另一份报告中，TR | OpenAI – 4o 也重申了对该股票的持有评级，并设定了 22.50 美元的目标价。</p>
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WillScot Mobile Mini：在非住宅建筑持续疲软的情况下实现风险与回报的平衡