-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師總結如下：我們將目標股價從31美元下調至28美元，相當於我們2027年每股盈餘預期值的9.4倍，低於輝瑞(PFE)的歷史平均本益比。我們維持2026年每股盈餘預期2.99美元及2027年每股盈餘預期2.97美元不變。輝瑞(PFE)今日公佈了穩健的第一季業績，營收和利潤均超出預期，並展現了其在後疫情時代轉型戰略方面取得的持續進展。儘管我們仍然認為該股目前估值偏低，因為公司明年的主要重點是人工智慧整合，而新的變革性併購並非首要任務，因此我們認為推動股價大幅上漲的催化劑有限。我們認為輝瑞(PFE)的目標是最大化已上市和已收購產品的價值，特別關注以下關鍵領域：腫瘤學、肥胖/代謝性疾病和疫苗。輝瑞仍致力於維持其股息，繼續推進生產力提升計劃（目標是節省 72 億美元的成本），並追求有針對性的業務發展（產能為 70 億美元），但我們預計輝瑞在短期內不會透過股票回購來支撐股價。
Related Articles
Australia
Truist Securities Raises Diamondback Energy Price Target to $242 From $222
Diamondback Energy (FANG) has an average rating of overweight and mean price target of $225.13, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $208.21, Change: $-5.48, Percent Change: -2.56%
$FANG
Oil & Energy
Trump Calls Oil Price Surge 'Very Small Price to Pay,' Says Iran Wants to Secure Deal
US President Donald Trump said rising oil prices were a "very small price to pay" in the near term amid the ongoing Middle East conflict.Trump made the remarks while responding to reporters during a signing of a proclamation on the National Physical Fitness and Sports Month held at the White House."I thought oil would go to $200, $250, maybe $300, and I know it will be short-term... I look today, it's like at $102," Trump said, adding that's "a very small price to pay" for getting rid of an Iranian nuclear weapon.On shipping congestion in the Strait of Hormuz, Trump said Tuesday that about 400 ships are stranded there amid the ongoing Middle East conflict, adding, "...some of these tankers hold 2 million barrels..."Trump said Iran is seeking negotiations, signaling renewed pressure to secure a deal. "Iran wants to make a deal... they'll talk to me with such great respect, and then they'll go on television, they'll say, we did not speak to the President."He added that Iran should do make the right move to avoid military escalations. "They should do the smart thing... because we don't want to go in and kill people," Trump said, stressing preference for a negotiated outcome.Trump said Iran faces economic collapse with inflation near 150% as sanctions intensify."Their currency is worthless. Their inflation is probably 150%... they aren't paying their soldiers," Trump said, highlighting severe economic deterioration.He described US enforcement measures, saying the blockade is "It's like a piece of steel. Nobody is going to challenge the blockade," underscoring strict control over maritime routes.On the South Korean vessel hit by Iran on Monday in the Strait of Hormuz, Trump said, "They decided to go it alone, and their ship got the hell knocked out of it yesterday. But they didn't shoot the ships that were guarded by us."On China, Trump said he maintains a strong relationship with President Xi and plans to discuss Iran as part of broader geopolitical and energy considerations."... he gets like 60% of his oil from Hormuz," Trump said, underscoring China's exposure to the region's energy flows.He said the US has encouraged China to diversify supply routes, adding, "... send your ships to Texas... send your ships to Louisiana... Send your ships to Alaska," pointing to alternative energy sourcing options.Japan gets 90% of its oil, and South Korea 43%, from the Middle East, Trump said, highlighting the vulnerability to supply disruptions.Countries are "learning" to buy oil from the United States... they're changing their habits," Trump said, pointing to shifting global trade patterns.
Australia
Wedbush Adjusts Price Target on Edgewise Therapeutics to $46 From $32, Maintains Outperform Rating
Edgewise Therapeutics (EWTX) has an average rating of buy and mean price target of $41.08, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $37.62, Change: $+6.17, Percent Change: +19.62%
$EWTX