增长可期VS估值偏高开市客(COST.US)Q4业绩超预期但华尔街仍存分歧

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智通财经APP获悉，尽管开市客(COST.US)于上月底公布了一份好于预期的第四财季业绩，但华尔街分析师对该股看法存在分歧。看涨的分析师认为该股股价仍有进一步上涨空间，而对该股持谨慎态度的分析师则继续强调其高估值水平。Evercore ISI分析师Greg Melich予好市多“跑赢大盘”评级，目标价为1025美元，对应2027财年每股收益(EPS)预期23.25美元的46倍市盈率(约为...

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href=http://www.zhitongcaijing.com/content/detail/1353850.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，尽管开市客(COST.US)于上月底公布了一份好于预期的第四财季业绩，但华尔街分析师对该股看法存在分歧。看涨的分析师认为该股股价仍有进一步上涨空间，而对该股持谨慎态度的分析师则继续强调其高估值水平。Evercore ISI分析师Greg Melich予好市多“跑赢大盘”评级，目标价为1025美元，对应2027财年每股收益(EPS)预期23.25美元的46倍市盈率(约为标普500...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1353850.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1551013425.SGD","symbol_name":"Allianz Income and Growth Cl AMg2 DIS 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Members)’延长营业时间的做法，预计将继续为客流量带来约100个基点的增长。同时，该公司对热门GLP-1类减重药物Ozempic和Wegovy的半价销售(会员售价499美元，且高端会员可再享2%折扣)也应有助于推动客流量和会员增长。”“随着全美范围内因关税而导致的商品价格上涨，我们认为，开市客的极致性价比定位将有助于其在2026年前维持或进一步扩大市场份额，即便会员续费率略有下滑。”Oppenheimer分析师Rupesh Parikh同样予好市多“跑赢大盘”评级。分析师表示：“开市客在所有主要品类中都持续展现出广泛的增长势头。我们依然看好开市客在当前环境下继续扩大市场份额并跑赢同行的能力。”“在非食品品类即将面临极具挑战的同比基数背景下，我们建议投资者继续把握潜在波动性交易机会。这份销售报告进一步增强了我们对该公司应对艰难比较基数能力的信心。”瑞银分析师Michael Lasser则予好市多“买入”评级。分析师表示：“值得注意的是，我们认为开市客在9月份的市场份额加速上升，而同期零售业整体可能出现放缓。随着三季度财报季的推进，这一点将愈发明显。包括这一因素在内的诸多利好，应能继续支撑开市客的高估值溢价。”相比之下，分析师Louis Liu对开市客的态度较为谨慎，对该股的评级为“持有”。分析师表示：“正如沃伦·巴菲特所言，‘以合理价格买入一家杰出的公司，要远胜于以极低价格买入一家普通的公司’。然而，将这句话应用于开市客，我依然认为这家卓越的企业目前估值偏高。最终，估值规律总会显现，而市场的狂热无法永久持续。”他补充称：“基于此，开市客的现有股东或许可以考虑卖出备兑看涨期权，以对冲潜在下行风险，同时继续保留长期复利增长的敞口。”","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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增长可期VS估值偏高 开市客(COST.US)Q4业绩超预期但华尔街仍存分歧

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增长可期VS估值偏高开市客(COST.US)Q4业绩超预期但华尔街仍存分歧