-- 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。当社の12ヶ月目標株価は81ドル（従来予想82ドル）で、2027年のEPS予想の13.7倍に相当します。これは、HSICの過去3年間および5年間のフォワード平均である13.4倍と14.4倍の中間値です。当社は、事業運営上の課題と短期的な成長への逆風を、安定した市場環境とリストラ策による緩やかな収益性改善への期待とバランスさせたものと見ています。HSICは、第1四半期決算が市場予想を上回ったことを受け、2026年の業績見通しを維持しました。これは、米国医療事業の成長が例年より軽度であったため、米国医療事業の成長が緩やかだったにもかかわらずです。同社は、高成長・高収益事業が総営業利益の50%を占めるという目標に近づいており、これは同社のBOLD+1戦略の重要な要素となっています。さらに、HSICはhenryschein.comプラットフォームの米国展開を2026年8月末までに完了する予定です。ただし、経営陣は原油価格の上昇が輸送コストと製品価格に影響を与えるリスクであると指摘しています。当社は2026年の1株当たり利益（EPS）予想を5.32ドルから5.34ドルに引き上げ、2027年の予想は5.91ドルで据え置きます。
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Fastly Swings to Q1 Adjusted Earnings as Revenue Rises; Shares Tumble After Hours
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Research Alert: Ftnt Surpassed Expectations On Product Revenue Outperformance; Raises Outlook
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