-- 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36美元的目標價，這意味著2026年的本益比為14.7倍。這項估值低於其歷史平均（20-22倍），反映了其主要成長動力產品QuantiFERON面臨的不利因素，以及地緣政治和管理方面不確定性的增加。其他主要產品的成長機會和股東回報的提高在一定程度上緩解了這些不利因素。 Qiagen公佈了2026年第一季的完整業績，與4月發布的初步業績一致。受QuantiFERON銷售額因美國和中東地區移民檢測需求下降而較去年同期下降5%的影響，2026年第一季淨銷售額年減1%。今年4月，凱傑公司將2026年銷售額成長預期從至少5%下調至1%-2%（以固定匯率計算），並將調整後每股盈餘預期從2.50美元下調至至少2.43美元（以固定匯率計算）。凱傑公司預計，在收購收益和QuantiFERON產品性能持續提升的推動下，下半年業績將呈現更強勁的成長動能。鑑於第一季完整業績與初步數據一致，我們維持了對每股盈餘的預期不變。
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