-- 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36米ドルに据え置き、2026年のPERは14.7倍と見込んでいます。これは、主要成長製品であるQuantiFERONの逆風に加え、地政学的リスクや経営上の不確実性の高まりを反映した、過去の平均PER（20～22倍）を下回る水準です。ただし、他の主要製品からの成長機会や株主還元の改善により、このマイナス要因は部分的に緩和されています。Qiagenは2026年第1四半期の決算を発表しました。これは4月に発表された速報値とほぼ一致しています。2026年第1四半期の純売上高は、米国および中東における移民検査需要の減少によりQuantiFERONの売上高が5%減少したことが主な要因で、前年同期比1%減となりました。 4月、キアゲンは2026年の売上高成長率見通しを最低5%から1～2%（CERベース）に、調整後EPS見通しを2.50米ドルから最低2.43米ドル（CERベース）に下方修正し、買収によるメリットとQuantiFERONの四半期ごとの改善に支えられ、下半期にはより力強い成長が見込まれると発表した。第1四半期の決算が速報値と一致したため、当社のEPS予想は変更されていない。
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