-- 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ALGN的12個月目標股價從193美元下調至189美元。這項新目標股價相當於我們2026年每股盈餘預期值的16.7倍,高於ALGN過去一年的平均預期本益比15.7倍,但遠低於其過去三年和五年的平均本益比24.3倍和31.4倍。我們將2026年每股收益預期上調0.06美元至11.34美元,並將2027年每股收益預期上調0.15美元至12.36美元。儘管我們預期利率將繼續下降,但我們認為在當前的宏觀經濟環境下,北美地區的患者數量仍面臨挑戰,通膨壓力抑制了消費者信心和選擇性醫療支出。第一季平均每箱出貨價格上漲約 1% 至 1,250 美元,季減 10 美元,但 ALGN 預計 2026 年價格將下降 1%-2%。
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