-- 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278美元的目标股价，相当于2027年每股收益预期值的22.1倍，高于强生公司过去10年的平均预期市盈率，这主要得益于其不断改善的增长前景。我们将2026年每股收益预期从11.63美元上调至11.66美元，主要原因是第一季度业绩超出预期。我们维持2027年每股收益预期为12.58美元。强生公司公布了2026年第一季度稳健的业绩，超出预期，营收同比增长9.9%至241亿美元，核心创新药物（同比增长11.2%）和医疗技术（同比增长7.7%）业务均保持了持续增长势头。该公司重申了其2026年年营收达到1010亿美元（CFRA：1013亿美元）的目标，并表示有信心在十年末实现两位数增长。我们认为，在新产品上市（达雷妥尤单抗注射剂、艾可替德，后者预计将成为强生最大的产品之一）、创新产品线以及关键战略举措（我们认为2027年中期骨科业务分拆将为强生释放巨大价值，以及在北卡罗来纳州和宾夕法尼亚州扩大生产规模）的推动下，这一目标是可以实现的。
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Petro Rabigh Emerges From Loss in Q1; Revenue Grows
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Research Alert: CFRA Keeps Buy Opinion On Shares Of The Hartford Insurance Group, Inc.
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