-- 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：我們維持對IQV未來12個月的目標價為210美元，基於2026年每股盈餘（EPS）16.4倍的本益比，高於IQV過去一年的平均本益比15.6倍，但低於其過去五年的平均本益比20.6倍。我們認為，這項目標價的合理性在於，近期主要生命科學終端市場面臨宏觀經濟壓力、關稅和研發資金政策的不確定性，以及生物技術支出和臨床試驗活動疲軟等不利因素。我們將2026年每股收益預期從12.70美元上調至12.80美元，並將2027年每股收益預期下調0.07美元至14.12美元。經IQV新的業務分部報告調整後，研發服務部2026年第一季淨新增訂單額為25億美元（年增3.6%），訂單出貨比為1.04倍，略低於近期趨勢。管理階層將此歸因於臨床試驗組合不利，而非需求疲軟的跡象。根據第一季財報，該公司已在64個應用場景中部署了192個人工智慧代理，排名前20的製藥公司中有19家已採用其中部分產品。
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