-- 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。12ヶ月目標株価を87ドル引き上げ、250ドルとします。これは、2027年度のEPS予想の19.3倍に相当します。2026年度のEPS予想を1.16ドル引き上げ、11.23ドルとします。また、2027年度のEPS予想を1.28ドル引き上げ、12.95ドルとします。SANMは、特に通信ネットワークおよびクラウドAIインフラストラクチャ部門において、前年比で大幅な成長を記録し、力強い収益成長を示しました。この成長は、高速コンピューティング、汎用コンピューティング、ストレージなどの分野における旺盛な需要に加え、コア・サンミナとZTシステムズ事業の貢献によるものです。産業・エネルギーなどの他のエンドマーケットでも好調な勢いが見られ、特に発電、配電、半導体製造装置において、下半期には成長が加速すると予想されます。同社は、多様な顧客基盤、新規事業への進出、そして2027年と2028年に予想される需要に対応できるグローバルな製造拠点を背景に、将来の成長に向けて万全の準備を整えていることを強調した。
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Research Alert: CFRA Maintains Buy Rating On Shares Of Tenet Healthcare
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 price to $200 from $260, 11.4x our 2026 EPS estimate (up to $17.56 from $17.33; 2027 estimate up to $18.00 from $17.85), a discount to the company's three-year historical forward average of 12.9x. We think THC's valuation balances recent deleveraging efforts and a stronger margin profile than in previous years against policy headwinds, including cuts to Medicaid coverage under the OBBBA legislation and the recent expiration of ACA enhanced premium tax credits, which increases risk of higher uncompensated care. Same-facility ACA exchange admissions fell 10% Y/Y in Q1, and THC guides for a 20% reduction in ACA exchange patient volumes for 2026 and anticipates a negative $250 million impact on adjusted EBITDA. While we expect THC to revisit annual guidance in Q2 earnings, at which point a clearer picture of the insurance coverage landscape is likely, we look favorably on the company maintaining its annual inpatient/outpatient volume guidance for now.
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Research Alert: CFRA Maintains Hold Opinion On Shares Of Sanmina Corporation
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our 12-month target price by $87 to $250, 19.3x our FY 27 EPS estimate. We increase our FY 26 EPS estimate by $1.16 to $11.23 and raise FY 27's by $1.28 to $12.95. SANM noted strong growth in revenue, particularly in the Communication Networks & Cloud AI Infrastructure segment, which saw significant year-over-year expansion. This growth was attributed to strong demand in areas such as accelerated compute, general-purpose compute, and storage, as well as contributions from both Core Sanmina and the ZT Systems business. Positive momentum was observed in other end markets like Industrial & Energy, where the business is expected to accelerate growth in the second half of the year, particularly in power generation, distribution, and semiconductor capital equipment. There was an emphasis on the company being well prepared for future growth, supported by a diversified customer base, expansion into new programs, and a global manufacturing footprint positioned for anticipated demand in 2027 and 2028.
$SANM