-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师总结如下：我们将目标股价上调240美元至2094美元，市盈率为41.5倍（基于2027财年6月预期每股收益），与同行相近，但高于KLAC三年平均市盈率（约25倍），主要得益于人工智能的强劲发展势头和业绩可见度的提升。我们将2026财年每股收益预期上调0.85美元至36.96美元，2027财年上调4.10美元至50.45美元，2028财年上调3.20美元至60.95美元。令人惊喜的是，客户支持和业绩可见度的提升使得KLAC能够对2027财年的增长做出展望，其预期令人印象深刻，远高于市场对2026财年和2027财年的普遍预期（我们预测增长22%，而市场预期为增长15%）。重要的是，该公司对采购内存供应以支持2027财年之前的产能感到“非常乐观”，我们认为届时新的供应将有助于缓解供应紧张局面。高昂的内存价格也反映了人工智能相关的需求，这促使内存制造商采购更多的工艺控制设备。我们预计，内存客户将在2027财年贡献半导体工艺控制业务部门的大部分销售额（2026财年约为30%），从而在尖端技术领域带来有利的收入多元化。
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TD Bank Group Issues 150 Million Swiss francs Green Bond
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Research Alert: Amgn Q1 Tops Estimates Driven By Diversified Growth And Pipeline Investments
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Amgen delivered solid Q1 2026 results with revenues of $8.6B (+6% Y/Y), $50M above consensus, and non-GAAP EPS of $5.15 (+5% Y/Y), beating expectations by $0.38. The company demonstrated continued execution of its portfolio diversification strategy, with sixteen products achieving double-digit growth and seventeen products annualizing above $1B. We favorably view AMGN's broad-based growth across newer therapeutic franchises, with standout performances from Repatha (+34% Y/Y), TEPEZZA (+29% Y/Y), and TEZSPIRE (+20% Y/Y), offsetting expected declines in legacy products facing biosimilar competition. Management raised 2026 guidance to $37.1B-$38.5B in revenues and EPS of $21.70-$23.10. R&D expenses surged 16% Y/Y to $1.7B, reflecting intensive investments in the MariTide obesity program and multiple Phase 3 studies. We believe AMGN's successful portfolio transformation and strategic focus on high-growth therapeutic areas position it well for sustained long-term growth.
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