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加拿大皇家银行表示,艾伯维第一季度财报不太可能提振市场情绪。

-- 加拿大皇家银行资本市场(RBC Capital Markets)在周五发布的一份客户报告中指出,艾伯维(AbbVie,股票代码:ABBV)预计第一季度盈利将符合预期,但这可能不足以提振市场对这家制药公司的信心。 该券商预计艾伯维第一季度每股收益为2.59美元,而FactSet目前的共识预期为非GAAP每股收益2.83美元。 今年4月初,艾伯维将第一季度调整后每股收益预期下调至2.56美元至2.60美元。该公司表示,预计与收购在研研发项目及其他费用相关的7.44亿美元税前支出将对其每股收益产生0.41美元的负面影响。 加拿大皇家银行分析师Trung Huynh在报告中写道:“我们认为市场对艾伯维的预期很高,即使业绩符合预期,也可能不足以扭转市场负面情绪。” “除非公司业绩明显超出预期,否则我们预计目前的低迷状态将持续到(2026年第二季度)。” 艾伯维计划于4月29日发布最新季度业绩。 据加拿大皇家银行(RBC)称,该公司免疫药物Skyrizi和Rinvoq第一季度的销售额与市场预期和指引相符。该券商预计,受《通胀减排法案》价格侵蚀和抗癌药物Imbruvica销量下降的影响,艾伯维的肿瘤业务将出现“小幅”同比下滑。 加拿大皇家银行预测该公司营收将达到148.2亿美元,而华尔街的预期为147.3亿美元。 该券商维持对艾伯维股票的“跑赢大盘”评级,目标价为260美元。

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