--- title: "研究警报:CFRA 维持对艾利丹尼森公司股票的持有评级" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/284915850.md" description: "CFRA 对艾利丹尼森公司(Avery Dennison Corporation,股票代码:AVY)维持持有评级,将目标价格从 196 美元下调至 182 美元。此次调整反映了 2027 年每股收益(EPS)预估为 15.9 倍,低于 AVY 的五年平均水平。尽管第一季度表现强劲,AVY 仍面临原材料通胀和地缘政治不确定性带来的挑战,这可能会影响下半年的需求。2026 年每股收益预估略微上调至 10.27 美元,而 2027 年每股收益保持在 11.46 美元。AVY 的多元化产品组合显示出强劲的表现,尽管解决方案集团的销售同比下降了 3%" datetime: "2026-05-01T15:10:00.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/284915850.md) - [en](https://longbridge.com/en/news/284915850.md) - [zh-HK](https://longbridge.com/zh-HK/news/284915850.md) --- # 研究警报:CFRA 维持对艾利丹尼森公司股票的持有评级 11:10 AM EDT, 05/01/2026 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows: We cut our target to $182 from $196, 15.9x our 2027 EPS estimate, below AVY's five-year average of 19.8x and a premium to competitor CCL Industries' current 18.1x multiple to reflect AVY's stronger EPS growth through 2028 and adjusted EBITDA margin expansion. We slightly raise our 2026 EPS view to $10.27 from $10.23 to reflect the Q1 beat (we maintain our 2027 EPS at $11.46). AVY reported a resilient Q1, demonstrating the strength of its diversified portfolio amidst a dynamic and challenging macroeconomic environment. AVY exceeded expectations for both earnings and revenue, due to strong performance in its Materials Group, which offset softness in the Solutions Group with sales down 3% Y/Y. Per management, significant raw material inflation was observed in March, due to rising petrochemical prices. AVY anticipates high-single-digit sequential inflation in Q2 and is implementing price increases to counteract. We think raw material inflation coupled with geopolitical uncertainty could impact demand in 2H. MT Newswires does not provide investment advice. Unauthorized reproduction is strictly prohibited. ### 相关股票 - [AVY.US](https://longbridge.com/zh-CN/quote/AVY.US.md) ## 相关资讯与研究 - [艾利丹尼森|8-K:2026 财年 Q1 营收 22.99 亿美元超过预期](https://longbridge.com/zh-CN/news/284355969.md) - [雪佛龙有望实现七连涨,地缘政治与派息利好助推股价](https://longbridge.com/zh-CN/news/286956907.md) - [盘前趋势|VSE 技术服务(VSEC)5/15 下行格局,军工科技能否扭转颓势?](https://longbridge.com/zh-CN/news/286612604.md) - [狄澜:低碳转型更复杂 淡马锡恐难达 2030 年目标 | 联合早报网](https://longbridge.com/zh-CN/news/286790065.md) - [油价推动运费和原材料成本上升,跨境卖家寻求 “弯道超车”](https://longbridge.com/zh-CN/news/286578285.md)