-- 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:我們將目標價從438美元下調至360美元,相當於2027年每股盈餘預測的21.5倍,低於SYK過去10年的平均水準24.5倍。我們維持2026年每股盈餘預測為14.94美元,2027年每股盈餘預測為16.71美元。我們認為,Stryker第一季的業績受到季度末網路安全事件的嚴重影響,該事件導致全球業務中斷,進而導致營收和獲利均未達到預期。儘管生產、出貨和收入確認均受到干擾,但管理層仍維持2026年全年有機銷售額同比增長8%至9.5%的預期,調整後每股收益在14.90美元至15.10美元之間,並預計能夠彌補大部分損失的銷售額,我們對此表示樂觀。今年剩餘時間的關鍵催化劑包括擬議收購 Amplitude Vascular Systems,這有可能擴大 Stryker 的心血管能力;以及創建新的 Ortho Tech 業務,我們認為這可以簡化創新和客戶體驗。
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