-- 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：鉴于业绩指引下调，我们将目标股价从54美元下调至36美元，并将2026年每股收益预期从2.53美元下调至2.45美元，2027年每股收益预期从2.74美元下调至2.64美元。目标股价对应的2026年市盈率为14.7倍，低于其20-22倍的历史平均水平，这反映了其主要增长动力QuantiFERON面临的不利因素。Qiagen公司2026年第一季度初步净销售额同比下降1%，低于公司此前至少1%的增长预期，主要原因是QuantiFERON（同比下降5%）因美国和中东地区移民检测需求下降而受到拖累。鉴于年初业绩增长缓慢，凯杰公司将2026年销售额增长预期从至少5%下调至1%-2%（固定汇率），并将调整后每股收益预期从2.50美元下调至至少2.43美元（固定汇率）。我们认为销售额未达预期以及业绩展望下调令人失望。我们仍然认为QuantiFERON是长期增长的主要贡献者，因此密切关注其他患者检测项目的进展仍然至关重要。完整的2026年第一季度业绩将于2026年5月6日公布。
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Asia
Atlas Arteria Says IFM Global's Takeover Offer Will Not Open Before May 11
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