--- title: "研究警報:CFRA 維持對歐文斯科寧的持有評級,目標價為 136 美元" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/285604204.md" description: "CFRA 對歐文斯科寧維持持有評級,目標價為 136 美元。該目標基於 2027 年每股收益 12.72 美元的前瞻市盈率 8.5 倍和折現現金流模型。第一季度的業績顯示收入下降 10%,EBITDA 下降 35%,利潤率壓縮了 600 個基點。然而,第二季度的利潤率預計將改善至 20-22%。以 2.8 億美元完成的玻璃增強材料銷售可能會在盤前交易中對股價產生積極反應" 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) --- # 研究警報:CFRA 維持對歐文斯科寧的持有評級,目標價為 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. ### 相關股票 - [OC.US](https://longbridge.com/zh-HK/quote/OC.US.md) ## 相關資訊與研究 - [歐文斯科寧對第二季度收入的樂觀展望是否重新塑造了以效率為核心的 OC 看漲論點?](https://longbridge.com/zh-HK/news/286754448.md) - [歐文斯科寧|8-K:2026 財年 Q1 營收 22.65 億美元超過預期](https://longbridge.com/zh-HK/news/285353196.md) - [山太士股東會/半導體營收比重將達 70% 以上 抗翹曲材料預計下半年量產](https://longbridge.com/zh-HK/news/287168836.md) - [英特爾玻璃基板搭 CPO 原型首度亮相!力拚最快 2029 年導入產品](https://longbridge.com/zh-HK/news/287191373.md) - [股價能複製 CPO?台積電 CoPoS 技術也要的玻璃基板怎麼做?概念股、重點一次看](https://longbridge.com/zh-HK/news/286885622.md)