-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下：我们维持对安进(AMGN)的目标股价为398美元，相当于我们最新预测的2027年每股收益(EPS)的17.1倍，高于安进10年历史平均水平14.1倍，这主要得益于其前景的增强。我们将2026年每股收益预期从22.15美元上调至22.56美元，并将2027年每股收益预期从22.83美元上调至23.23美元。安进第一季度业绩强劲，各项业务均展现出显著的积极增长势头。公司六大核心增长引擎在本季度创造了56亿美元的收入，同比增长24%。其中表现突出的产品包括Repatha（同比增长34%）和罕见病药物Uplinza（同比增长188%）。在产品线推进方面，我们仍然对安进公司肥胖症治疗候选药物MariTide的进展感到鼓舞。安进公司宣布了新的III期临床试验，旨在探索更低给药频率（每8周或12周一次）的方案，我们认为这是一个关键的潜在差异化优势。MariTide每月甚至更低频率（每季度一次）的给药方案有望成为一项重要的差异化优势，从而提高患者的用药便利性和长期依从性。
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Research Alert: CFRA Maintains Hold Opinion On Shares Of Sanmina Corporation
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our 12-month target price by $87 to $250, 19.3x our FY 27 EPS estimate. We increase our FY 26 EPS estimate by $1.16 to $11.23 and raise FY 27's by $1.28 to $12.95. SANM noted strong growth in revenue, particularly in the Communication Networks & Cloud AI Infrastructure segment, which saw significant year-over-year expansion. This growth was attributed to strong demand in areas such as accelerated compute, general-purpose compute, and storage, as well as contributions from both Core Sanmina and the ZT Systems business. Positive momentum was observed in other end markets like Industrial & Energy, where the business is expected to accelerate growth in the second half of the year, particularly in power generation, distribution, and semiconductor capital equipment. There was an emphasis on the company being well prepared for future growth, supported by a diversified customer base, expansion into new programs, and a global manufacturing footprint positioned for anticipated demand in 2027 and 2028.
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Research Alert: CFRA Maintains Hold Opinion On Shares Of Lkq Corporation
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