-- 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。2027年のEPS予想PER18.3倍に基づき、12ヶ月目標株価を102ドルから108ドルに引き上げます。これは、同社の過去5年間の平均PER21.4倍を下回っています。2026年のEPS予想は5.30ドル（従来予想5.41ドル）、2027年のEPS予想は5.89ドル（従来予想6.00ドル）です。RVTYの製薬・バイオテクノロジー分野における業績に関するコメントは、前四半期よりも好調で、経営陣は2023年初頭以来、この分野で最も好調な業績を報告しています。また、2023年第2四半期以来初めて、米国の学術機関および政府機関の顧客からの売上がプラス成長を記録したことも、今後の転換点を示唆しています。先日発表された中国における免疫診断事業の売却に伴い、2026年の売上高は1%弱減少すると予想しています。一方、実質ベースでは、通年で3.5%近い成長を見込んでいます。調整後EPSの中間値である5.275ドルは、年間EPS成長率が4.2%であることを示していますが、2027年には利益成長率が11%以上に加速すると予想しています。
Related Articles
Australia
Aptiv Stock Sell-off Post Q1 Results was Unwarranted, UBS Says
Aptiv (APTV) stock sell-off post Q1 results was unwarranted and likely driven by the lower-than-expected Q2 guide and rising cost pressures with 2026 more back-half weighted that appears like a steep ramp, UBS said in a Wednesday research report.While Q2 is impacted by "stranded cost" and Ford Motor (F) volume timing, H2 ramp looks more achievable than optics suggest amid positive developments in China and the non-auto segments, analysts wrote.The company expects positive growth from China in Q2, driven by new programs and normalization of production at key customer, the brokerage stated.Commodity headwinds should abate in H2 as recoveries lag, UBS said.The brokerage said it reiterated its buy rating on the stock and price target of $80 per share.Aptiv shares were up 4% in Wednesday trading.Price: $56.47, Change: $+1.64, Percent Change: +2.99%
$APTV$F
Research
Wells Fargo Downgrades Criteo to Equalweigt From Overweight, $18 Price Target
Price: $15.79, Change: $-4.34, Percent Change: -21.55%
$CRTO
Australia
Ocular Therapeutix Advances FDA Talks on Single-Trial Filing for Eye Drug, RBC Says
Ocular Therapeutix (OCUL) is moving closer to a potential US Food and Drug Administration filing for axpaxli, its long-acting treatment for wet age-related macular degeneration, as regulators begin formal discussions on a single-trial approval path, RBC Capital Markets said Tuesday in a report.Management said talks with the FDA are now ongoing, raising the possibility of submitting an application based on the company's successful pivotal study, rather than waiting for a second trial that is due to read out in early 2027, RBC said.The company plans to provide additional regulatory and program updates at an investor day on June 17, RBC said.Ocular continues to target a potential 2027 launch for axpaxli under a single-trial filing strategy, and RBC reiterated its view that the drug has a "positive benefit/risk profile."RBC maintained its rating of outperform, speculative risk, on Ocular stock with a $30 price target.Price: $9.84, Change: $+0.13, Percent Change: +1.29%
$OCUL