-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。第1四半期決算発表後、目標株価を102ドルに据え置きます。これは、2027年の予想EPSの11.8倍に相当し、過去5年間の予想PER平均である17.0倍を下回っています。2026年のEPS予想を7.94ドルから7.83ドルに、2027年のEPS予想を8.36ドルから8.64ドルにそれぞれ下方修正します。INCYは2026年を好調にスタートし、売上高と利益の両方で市場予想を上回りました。これは、事業ポートフォリオ全体にわたる力強い2桁成長が牽引したものです。当社は、同社が主力製品であるJakafiから、血液学、腫瘍学、免疫学分野における多様なポートフォリオへと戦略的な転換期を迎えていると考えています。これは、成熟期を迎えた後期開発段階のパイプラインと、重要な経営陣の任命によって支えられています。 INCYは、ZBHの現CFOであるSuketu Upadhyay氏を5月4日付で新CFOに、また米国コマーシャル部門の責任者としてMohamed Issa氏を新たに任命したことを発表しました。今後、実行上のリスクはいくつか見られますが、INCYは今後1年間で4つの新製品を発売し、10件の第3相臨床試験を進めるとともに、主要なリーダーシップポジションを埋めることで、転換期を迎える可能性があると考えています。
Related Articles
Australia
Roku's Q1 Results and Outlook Reflect Upside to Platform Growth Strategy, Wedbush Says
Roku's (ROKU) Q1 results and guidance reflect the upside to its platform growth strategy, even as the uncertain macro backdrop tightens advertiser budgets, Wedbush Securities said in a note Friday.The company's accelerating monetization of its ad and subscription platform, improving profitability, and favorable tax position place it on Wedbush's best ideas list, the brokerage added.Given Roku's expense discipline, the brokerage said it expects the company to achieve its $1 billion free cash flow guidance well before its 2028 target.Roku's net operating losses will act as a tax shield, allowing pre-tax income to efficiently convert into distributable cash, the firm noted. A clean balance sheet and improving liquidity suggest ongoing share buybacks are likely, according to the note.Wedbush added that Roku is best-positioned within the Connected TV ecosystem, even amid macro headwinds, as it can meet advertisers across the demand curve.Wedbush maintained an outperform rating on Roku and raised the price target to $155 from $140.Price: $122.02, Change: $+5.46, Percent Change: +4.68%
$ROKU
Australia
BNP Paribas Adjusts Amphenol Price Target to $195 From $185
Amphenol (APH) has an average rating of overweight and mean price target of $182.69, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $143.64, Change: $-3.63, Percent Change: -2.46%
$APH
Commodities
Exxon Mobil Keeps $20 Billion Buyback Target on Track After Strong Q1 Earnings, TPH Energy Says
Exxon Mobil (XOM) reported stronger-than-expected first-quarter 2026 earnings, driven by better-than-expected downstream performance, TPH Energy Research analyst Jeoffrey Lambujon said in a Friday note.The company reported Q1 adjusted EPS of $1.16, beating the $0.93 TPH estimate and the $0.98 Street estimate, TPH said.The company generated cash flow before working capital of $10.46 billion, slightly below the $10.86 billion TPH estimate and the $10.70 billion consensus.Lower capital spending of $6.19 billion, compared with the $6.61 billion TPH estimate and the $6.71 billion consensus, supported stronger free cash flow conversion.Exxon produced about $4.46 billion in free cash flow pre-working capital, which funded total shareholder returns of roughly $9.2 billion.The company returned about $4.9 billion through share buybacks and $4.3 billion in dividends, keeping it on track for $20 billion in full-year 2026 buybacks.Downstream results significantly outperformed expectations, with combined earnings of about $0.09 billion, versus TPH losses of $0.99 billion and a consensus of $1.17 billion.Energy products reported a narrower loss of $0.56 billion, outperforming the TPH estimate which expected $1.39 billion loss and Street expectations for a $1.61 billion loss.Specialty products delivered $0.65 billion in earnings, beating the $0.40 billion TPH estimate and the $0.43 billion Street estimate, the note added.Upstream earnings came in at $5.74 billion, below the $5.82 billion TPH estimate and below the $6.10 billion Street estimate.Production averaged about 4.59 million barrels of oil equivalent per day, below the 4.68 million boe/d TPH estimate and below the 4.63 million boe/d Street estimate.Operational updates include Golden Pass LNG targeting first production in late March and first cargo in April, the note added.Exxon highlighted Permian output near 1.7 million b/d through 2026, in line with 1.69 b/d million estimates, while Guyana production exceeded 0.9 million b/d and carbon capture capacity reached 10 million tons annually, TPH said.Price: $152.54, Change: $-1.80, Percent Change: -1.16%
$XOM