-- 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15ドル引き上げ、345ドルとします。これは、2026年度EPS予想の20.9倍に相当し、1年先の平均PERである18.8倍をわずかに上回ります。2026年度EPS予想を1.29ドル引き上げ、16.49ドルとします。また、2027年度EPS予想を1.11ドル引き上げ、17.48ドルとします。AIを活用した攻撃の頻繁化と高度化など、脅威環境の拡大に伴い、最高水準のアプリケーションおよびAPIセキュリティソリューションへの需要が高まっています。F5はセキュリティ製品において著しい成長を遂げており、特にWebアプリケーションファイアウォール、APIセキュリティ、ボット対策における顧客導入が顕著に増加しています。 F5は、オンプレミス、ソフトウェア、SaaSにわたる幅広い機能と深い専門知識を持たない競合他社からシェアを奪っています。特に、顧客が複雑さを軽減しセキュリティを向上させるために統合プラットフォームへの移行を進めている状況において、その傾向は顕著です。F5は革新を続け、AI搭載Webアプリケーションファイアウォール、エージェントボット防御、AI修復など、AI機能をソリューションに迅速に統合しています。
Related Articles
Research
Research Alert: CFRA Maintains Hold Opinion On Shares Of American Water Works Company, Inc.
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 by $1 to $139, 21.2x our 2027 EPS estimate, a discount to AWK's five-year forward average of 25.1x. We keep our 2026 EPS view at $6.09 and lift 2027 EPS by $0.08 to $6.58. The Q1 EPS miss (-7.4%) is the latest in a series of misses, with seven in the last nine quarters coming in below expectations at an average of -3.1%. Our Hold opinion reflects our moderately balanced view of risks and rewards, particularly around the WTRG merger, though regulatory approval in Kentucky provides some relief to transaction uncertainty. We think higher for longer interest rates will pressure valuations. In the FOMC's most recent meeting, three regional presidents backed the hold on rates but rejected the statement's easing bias, which we interpret as a signal that the Fed's next move may not be a rate cut. We think the acceleration of closing expectations (June 30, 2026 vs. August 2026) for the Nexus Water Group Systems will boost 2026 sales, as we now anticipate 7% Y/Y growth.
$AWK
Research
Research Alert: CFRA Maintains Buy Rating On Shares Of Labcorp Holdings Inc.
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 price target to $300 from $325, 16.6x our 2026 EPS estimate, a premium to LH's three-year historical forward average of 15.3x, supported by our favorable view for health care services, including healthy lab testing volume growth within an environment of high medical utilization, as well as attractive growth prospects given new therapies and aging demographics, in our opinion. We raise our 2026 EPS estimate to $18.03 from $17.90 and raise our 2027 estimate to $19.32 from $19.15. Q1 2026 acquisitions were $202 million, including operations from Crouse Health's Laboratory Alliance of Central New York, while management expressed confidence in the upcoming deal pipeline during the Q1 earnings conference call. Acquisitions totaled $582 million during 2025. LH anticipates a 30 bps headwind for diagnostics volumes in 2026 due to the recent expiration of ACA enhanced premium tax credits, which we expect to cause a meaningful drop in ACA exchange insurance coverage.
$LH
Research
Research Alert: CFRA Maintains Buy Rating On Shares Of Cardinal Health Inc.
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 price target to $225 from $260, 19.3x our FY 27 EPS estimate (up $0.24 to $11.66; FY 26 estimate up to $10.75 from $10.28), a premium to CAH's one- and three-year historical forward averages of 17.2x and 14.7x, respectively, to reflect our favorable outlook for pharmaceutical distributors.
$CAH