-- 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F5的12個月目標價上調15美元至345美元，相當於2026財年每股收益預期的20.9倍，略高於其18.8倍的一年期平均市盈率。我們將2026財年每股收益預期調高1.29美元至16.49美元，並將2027財年每股收益預期調高1.11美元至17.48美元。日益嚴峻的安全威脅情勢，部分原因是人工智慧驅動的攻擊更加頻繁和複雜，導致對一流應用和API安全解決方案的需求不斷增長。 F5的安全產品正經歷顯著成長，客戶對Web應用防火牆、API安全和機器人防禦的採用率顯著提高。 F5 正在從那些在本地部署、軟體和 SaaS 領域缺乏廣度和深度的競爭對手手中奪取市場份額，尤其是在客戶為了降低複雜性和提高安全性而整合到統一平台的情況下。 F5 不斷創新，迅速將人工智慧功能整合到其解決方案中，例如人工智慧驅動的 Web 應用防火牆、智慧機器人防禦和人工智慧修復。
Related Articles
Research
Research Alert: CFRA Maintains Buy Rating On Shares Of Labcorp Holdings Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our 12-month price target to $300 from $325, 16.6x our 2026 EPS estimate, a premium to LH's three-year historical forward average of 15.3x, supported by our favorable view for health care services, including healthy lab testing volume growth within an environment of high medical utilization, as well as attractive growth prospects given new therapies and aging demographics, in our opinion. We raise our 2026 EPS estimate to $18.03 from $17.90 and raise our 2027 estimate to $19.32 from $19.15. Q1 2026 acquisitions were $202 million, including operations from Crouse Health's Laboratory Alliance of Central New York, while management expressed confidence in the upcoming deal pipeline during the Q1 earnings conference call. Acquisitions totaled $582 million during 2025. LH anticipates a 30 bps headwind for diagnostics volumes in 2026 due to the recent expiration of ACA enhanced premium tax credits, which we expect to cause a meaningful drop in ACA exchange insurance coverage.
$LH
Research
Research Alert: CFRA Maintains Buy Rating On Shares Of Cardinal Health Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our 12-month price target to $225 from $260, 19.3x our FY 27 EPS estimate (up $0.24 to $11.66; FY 26 estimate up to $10.75 from $10.28), a premium to CAH's one- and three-year historical forward averages of 17.2x and 14.7x, respectively, to reflect our favorable outlook for pharmaceutical distributors.
$CAH
Research
Research Alert: CFRA Maintains Buy Opinion On Shares Of Blue Owl Capital Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We reduce our 12-month target price by $5 to $15, applying a more conservative equity risk premium and a forward P/E of 15.0x compared to the three-year historical average on 2026 earnings at 19.4x. We reduce our 2026 distributable earnings (DE) by $0.05 to $0.95 and 2027's by $0.10 to $1.05. We have seen negative investor sentiment on private credit, OWL's redemptions from retail investor, and direct loan exposure to technology and professional services businesses potentially hurt by AI disruption. However, fundamentals in private credit markets and specifically direct loans remain stable, with no signs of systemic risk or any indicators that loan delinquencies are accelerating. OWL has a diversified portfolio evident with direct loans representing only 37% of total AUM at $315B. In Q1 2026, fundraising rose to $44.4B Y/Y compared to $29.4B a year ago, and Private Credit was up $20.8B, +40% Y/Y (47% of total fundraising). Private Wealth fundraising was only $2.9B, mostly in Real Assets and Private Credit.
$OWL