-- 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：我们将12个月目标价从260美元下调至225美元，市盈率为19.3倍（基于2027财年每股收益预期，上调0.24美元至11.66美元；2026财年预期从10.28美元上调至10.75美元），高于CAH过去一年和三年的平均市盈率17.2倍和14.7倍，这反映了我们对医药分销商的乐观预期。
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Research Alert: CFRA Maintains Hold Opinion On Shares Of American Water Works Company, 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 target by $1 to $139, 21.2x our 2027 EPS estimate, a discount to AWK's five-year forward average of 25.1x. We keep our 2026 EPS view at $6.09 and lift 2027 EPS by $0.08 to $6.58. The Q1 EPS miss (-7.4%) is the latest in a series of misses, with seven in the last nine quarters coming in below expectations at an average of -3.1%. Our Hold opinion reflects our moderately balanced view of risks and rewards, particularly around the WTRG merger, though regulatory approval in Kentucky provides some relief to transaction uncertainty. We think higher for longer interest rates will pressure valuations. In the FOMC's most recent meeting, three regional presidents backed the hold on rates but rejected the statement's easing bias, which we interpret as a signal that the Fed's next move may not be a rate cut. We think the acceleration of closing expectations (June 30, 2026 vs. August 2026) for the Nexus Water Group Systems will boost 2026 sales, as we now anticipate 7% Y/Y growth.
$AWK
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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
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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