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加拿大皇家銀行表示,艾伯維第一季財報不太可能提振市場情緒。

-- 加拿大皇家銀行資本市場(RBC Capital Markets)在周五發布的一份客戶報告中指出,艾伯維(AbbVie,股票代碼:ABBV)預計第一季獲利將符合預期,但這可能不足以提振市場對這家製藥公司的信心。 該券商預計艾伯維第一季每股收益為2.59美元,而FactSet目前的共識預期為非GAAP每股收益2.83美元。 今年4月初,艾伯維將第一季調整後每股盈餘預期下調至2.56美元至2.60美元。該公司表示,預計與收購在研發項目及其他費用相關的7.44億美元稅前支出將對其每股收益產生0.41美元的負面影響。 加拿大皇家銀行分析師Trung Huynh在報告中寫道:“我們認為市場對艾伯維的預期很高,即使業績符合預期,也可能不足以扭轉市場負面情緒。” “除非公司業績明顯超出預期,否則我們預計目前的低迷狀態將持續到(2026年第二季度)。” 艾伯維計劃於4月29日發布最新季度業績。 據加拿大皇家銀行(RBC)稱,該公司免疫藥物Skyrizi和Rinvoq第一季的銷售額與市場預期和指引相符。該券商預計,受《通膨減排法案》價格侵蝕和抗癌藥物Imbruvica銷量下降的影響,艾伯維的腫瘤業務將出現「小幅」同比下滑。 加拿大皇家銀行預測該公司營收將達到148.2億美元,而華爾街的預期為147.3億美元。 該券商維持對艾伯維股票的「跑贏大盤」評級,目標價為260美元。

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