-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點總結如下：我們將IFF的12個月目標價從85美元上調至89美元，估值倍數為20.1倍（基於2026年每股收益預期，下調0.04美元至4.42美元；2027年預期下修0.05美元至4.78美元），略高於過去三年的平均預期倍數7.7.78美元），略高於過去三年的平均預期。我們的估值反映了公司正在進行的策略轉型，即向高利潤率、創新驅動型業務組合轉型。鑑於管理層在多年破壞價值的併購決策後，已在修復資產負債表方面取得進展，我們認為目前的估值倍數是合理的。 IFF的食品配料業務剝離似乎進展順利，該公司近期已完成將其大宗大豆壓榨、濃縮和卵磷脂業務出售給邦吉的交易。不利的一面是，我們認為香水業務近期面臨挑戰，中東地緣政治衝突導致物流和商品成本上漲，對高級香水市場構成壓力。然而，IFF預計，在產品線不斷增強的推動下，健康業務將於2026年下半年恢復成長，並在2027年進一步改善。
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Novartis Starts Construction on Texas Cancer Therapy Manufacturing Facility
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April Layoff Announcements Rise Amid Tech Job Cuts
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