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Research Alert: CFRA Retains Hold View On Shares Of Incyte Corporation
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:After Q1 earnings, we keep our target at $102, 11.8x our projected 2027 EPS forecast, below its five-year historical forward P/E average of 17.0x. We adjust our 2026 EPS estimate to $7.83 from $7.94 and our 2027 EPS view to $8.64 from $8.36. INCY reported a solid start to 2026, beating expectations on both revenue and earnings, led by robust, double-digit growth across its commercial portfolio. We think the company is going through a strategic transition beyond its cornerstone product, Jakafi, toward a diversified portfolio in hematology, oncology, and immunology, supported by a maturing late-stage pipeline and key management appointments. INCY announced the appointments of Suketu Upadhyay (the current CFO of ZBH) as its new CFO, effective May 4, and a new Head of U.S. Commercial, Mohamed Issa. While we see some execution risks ahead, we believe INCY could be at an inflection point with four new product launches in the next year and the advancement of the 10 Phase 3 studies while filling key leadership roles.
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Research
B. Riley Initiates Unicycive Therapeutics at Buy With $22 Price Target
Unicycive Therapeutics (UNCY) has an average rating of buy and mean price target of $41.33, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $7.62, Change: $-0.04, Percent Change: -0.59%
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Research Alert: CFRA Maintains A Buy Rating On Shares Of Itron, Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We are raising our 12-month target price to $131 (from $123), based on a P/E 20x our 2027 EPS, below ITRI's three- and five-year historical averages of 25x-31x but reflecting improved business quality and structural margin expansion. We are lowering our 2026 and 2027 EPS estimates to $6.01 and $6.58, respectively (from $6.15 and $6.83), due to ITRI's lower-than-expected Q2 guidance and near-term revenue headwinds from project timing volatility, and ongoing acquisition-related dilution. However, we maintain our positive view on the transformation, citing record gross margins, 28% ARR growth, early Resiliency Solutions traction, and 22% Outcomes growth as evidence of execution. We acknowledge the declining backlog and second-half execution risk, and view Q3 guidance as a pivotal moment for investor sentiment. However, with 1H results ahead of internal expectations, we believe the long-term tailwinds from the business mix shift and fundamental improvement in revenue quality outweigh near-term choppiness.
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