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FINWIRES

RBCは、エレバンス・ヘルス社の2027年までの商業化計画に関する見解を「建設的」と評価した。

-- RBCキャピタル・マーケッツは木曜日に電子メールで送付したレポートの中で、エレバンス・ヘルス(ELV)の2027年の商業パイプラインに関する姿勢は「建設的」だと述べた。 アナリストらは、同社の第1四半期のコア業績は、良好なメディケア請求実績、予想を上回る調整後営業費用率、そしてメディケイドのコスト削減策における早期の成果に支えられ、予想を上回ったと指摘した。 RBCは、エレバンスがメディケイドのコスト上昇、継続的な医療費負担適正化法(ACA)リスクプールの不確実性、そしてトレンドを下回り続けている2027年のメディケア・アドバンテージ料率といった課題に直面しているため、同社株に対しては依然として慎重な姿勢を維持していると述べた。 アナリストらは、同社の第2四半期の調整後1株当たり利益予想を6.64ドルから6.14ドルに引き下げた。ファクトセットが調査したアナリストの予想は6.38ドルである。 しかしながら、RBCは2026年通期の調整後1株当たり利益予想を25.55ドルから26.82ドルに引き上げた。 FactSetが調査したアナリストは、1株当たり26.43ドルを予想している。 アナリストは同銘柄の投資判断を「セクター・パフォーム」に据え置き、目標株価を358ドルとした。

Price: $343.85, Change: $+15.65, Percent Change: +4.77%

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