-- 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。目標株価を278ドル（2027年予想EPSの22.1倍）に据え置きます。これは、JNJの過去10年間の予想PER平均を上回る水準であり、成長見通しの改善を根拠としています。2026年予想EPSを11.63ドルから11.66ドルに引き上げます。これは主に、第1四半期の業績が予想を上回ったことを反映したものです。2027年予想EPSは12.58ドルで据え置きます。JNJは、2026年第1四半期に予想を上回る堅調な業績を達成しました。売上高は前年同期比9.9%増の241億ドルとなり、中核事業である革新的医薬品（前年同期比11.2%増）と医療機器（前年同期比7.7%増）の両セグメントで継続的な成長を示しました。同社は、2026年の年間売上高1,010億ドル（CFRA：1,013億ドル）を目指すという方針を改めて表明し、10年が終わるまでに2桁成長を達成できると確信していると述べました。当社は、新製品の発売（ダーザレックス注射剤、JNJ最大の製品の一つになると予想されるイコタイド）、革新的なパイプライン、および重要な戦略的イニシアチブ（2027年半ばの整形外科部門の分離。これによりJNJにとって相当な価値が生まれると当社は考えています。また、ノースカロライナ州とペンシルベニア州での製造拡大もその要因です）により、この目標は達成可能だと考えています。
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Research Alert: CFRA Keeps Hold Opinion On Shares Of Otis Worldwide Corporation
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$OTIS
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Saudi Shares Start Week Higher; US-Iran Peace Talks Canceled
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$^TASI$SASE:2380$SASE:4012
Research
Research Alert: CFRA Maintains Hold Rating On Shares Of United Rentals Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our 12-month target price to $1,100 from $950 following a strong first quarter, valuing shares at 20.5x our 2027 EPS outlook of $54.28 (in line with previous estimate; 2026 EPS also in line). We believe a higher multiple is justified given URI's firming market leadership within an expanding rental equipment industry. A robust Q1 beat enabled URI to raise its full-year revenue guidance to $16.9B-$17.4B and adjusted EBITDA to $7.625B-$7.875B, citing momentum heading into a busy season. With leverage well below historical levels, we believe accretive M&A deals could serve as a potential catalyst for additional guidance increases. Margin compression has been a sticky issue for URI, but Q1 indicated that pricing may have turned around and that headwinds are starting to ease as quarterly results begin to lap when tariff-related inflation began to pick-up. We remain cautious on margins, though are encouraged by signs of stabilization. New project activity is likely supporting pricing trends, in our view.
$URI