---
title: "研究警报：CFRA 维持对欧文斯科宁的持有评级，目标价为 136 美元"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/285604204.md"
description: "CFRA 对欧文斯科宁维持持有评级，目标价为 136 美元。该目标基于 2027 年每股收益 12.72 美元的前瞻市盈率 8.5 倍和折现现金流模型。第一季度的业绩显示收入下降 10%，EBITDA 下降 35%，利润率压缩了 600 个基点。然而，第二季度的利润率预计将改善至 20-22%。以 2.8 亿美元完成的玻璃增强材料销售可能会在盘前交易中对股价产生积极反应"
datetime: "2026-05-07T19:30:00.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/285604204.md)
  - [en](https://longbridge.com/en/news/285604204.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/285604204.md)
---

# 研究警报：CFRA 维持对欧文斯科宁的持有评级，目标价为 136 美元

03:30 PM EDT, 05/07/2026 (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 maintain our target price of $136. Our target is an average of a forward P/E of 8.5x our 2027 EPS view of $12.72 ($108) and our DCF model, using a terminal growth rate of 2.5%, WACC of 7.1%, and 10-year FCFF CAGR of 7.7% ($164). Q1 was particularly weak across all segments, with revenues down 10% and EBITDA down 35%. Margins also compressed 600 basis points, however looking through the weakness, Q2 margins are expected to improve to the 20-22% range ($2.6B-$2.7B). This in combination with the glass reinforcements sale ($280M in cash) being completed may be why shares are responding positively in pre-market trading.

MT Newswires does not provide investment advice. Unauthorized reproduction is strictly prohibited.

### 相关股票

- [OC.US](https://longbridge.com/zh-CN/quote/OC.US.md)

## 相关资讯与研究

- [欧文斯科宁｜8-K：2026 财年 Q1 营收 22.65 亿美元超过预期](https://longbridge.com/zh-CN/news/285353196.md)
- [欧文斯科宁对第二季度收入的乐观展望是否重新塑造了以效率为核心的 OC 看涨论点？](https://longbridge.com/zh-CN/news/286754448.md)
- [单月股价翻倍！玻璃基板为何突然走红？](https://longbridge.com/zh-CN/news/286499725.md)
- [国泰海通｜建材：玻纤与海外保持景气，国内分化特征愈明](https://longbridge.com/zh-CN/news/287237383.md)
- [京东方 A：与康宁公司签署合作备忘录 聚焦玻璃基封装载板、光互连相关应用等领域合作](https://longbridge.com/zh-CN/news/287074718.md)