-- 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12個月目標價為19美元，相當於我們2027年每股收益預期1.15美元的16.5倍，較2023年上市以來18.1倍的交易倍數有所折讓。鑑於訴訟陰影以及由於金佰利(KMB)即將收購KVUE（預計將於2026年下半年完成），KVUE獨立業績的可見性有限（該公司已停止提供前瞻性指引並召開分析師電話會議），我們認為這一倍數是合理的。在今天早上發布第一季財報後，我們將2026年每股收益預期從1.10美元上調至1.15美元。我們維持2027年每股盈餘預期1.15美元不變。 Kenvue第一季業績穩健，展現出持續的營運動能。淨銷售額增至39.09億美元（年增4.5%），其中內生成長0.7%。這項業績表明，隨著公司交易接近完成，管理層的營運措施正在取得成效。該交易已於2026年1月獲得股東批准，目前正在進行監管批准。
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