-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點摘要如下： 第一季財報發布後，我們維持目標價102美元，相當於我們2027年每股盈餘預測的11.8倍，低於其五年歷史平均預期本益比17.0倍。我們將2026年每股盈餘預期從7.94美元下調至7.83美元，並將2027年每股盈餘預期從8.36美元下調至8.64美元。 INCY公司2026年開局穩健，營收和獲利均超乎預期，這主要得益於其商業產品組合強勁的兩位數成長。我們認為，該公司正經歷著從其核心產品Jakafi向血液學、腫瘤學和免疫學領域多元化產品組合的戰略轉型，而成熟的後期研發管線和關鍵管理層任命將為此提供支持。 INCY宣布任命Suketu Upadhyay（現任ZBH財務長）為新任財務官，自5月4日起生效；同時任命Mohamed Issa為美國商務主管。儘管我們認為未來仍存在一些執行風險，但INCY有望迎來轉捩點，明年將推出四款新產品，推進10項三期臨床試驗，並填補關鍵領導職缺。
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BNP Paribas Adjusts Amphenol Price Target to $195 From $185
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Exxon Mobil Keeps $20 Billion Buyback Target on Track After Strong Q1 Earnings, TPH Energy Says
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