-- 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5ドル引き上げ22ドルとし、2026年の予想値にEV/売上高倍率2.0倍を適用します。これは、過去3年間の平均倍率2.5倍を下回る水準です。2026年のEPS予想を0.01ドル引き下げ3.09ドルとし、2027年のEPS予想を0.14ドル引き上げ3.45ドルとします。自動車販売環境の軟化が指摘されており、これがトライアル開始の逆風となり、特に昨年の関税引き上げによる自動車販売の加速後、加入者獲得に影響を与えています。自己負担加入者のコンバージョン率は若干低下しており、特に若い自動車購入者がトライアル段階に入ったことでその傾向が顕著です。また、中古車のコンバージョン率は新車のコンバージョン率を下回ったままです。加入者数の推移は前年比でやや減少すると予想されており、経営陣は自動車販売や関連サービスの加入率の不確実性から、継続的な圧力に注意を促し、今年の加入者数見通しを変更しないとしている。
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Lattice Semiconductor to Acquire AMI for $1.65 Billion in Cash and Stock From THL Partners
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Research Alert: Vertex Reports Mixed Q1, Reaffirms Full-year 2026 Financial Guidance
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Vertex delivered mixed Q1 results with revenue of $2.99B (+8% Y/Y) falling $10M short of expectations, though non-GAAP EPS of $4.47 (+10% Y/Y) beat the consensus by $0.16. The quarter demonstrated successful execution of VRTX's multi-product launch strategy, with ALYFTREK generating $424.4M (vs. $53.9M prior year), CASGEVY contributing $42.9M (+202% Y/Y), and JOURNAVX adding $29.0M in its second commercialization year. Recent FDA label extensions for ALYFTREK and TRIKAFTA expanded CF patient eligibility to ~95% in the U.S., adding roughly 800 more patients. VRTX maintained its 2026 guidance unchanged with total revenue expectations of $12.95B-$13.1B and non-CF product revenue of $500M or greater. We view the operating leverage positively, with revenue growth outpacing expense increases, and believe the diversification strategy beyond CF continues to gain traction with meaningful contributions from newly launched therapies across multiple therapeutic areas.
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