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RBC稱,波士頓科學公司下調2026年業績指引“審慎”,預計第二季業績將跌至谷底。

-- 波士頓科學公司 (BSX) 公佈的第一季銷售額和每股收益均超出預期,但同時「謹慎地」下調了業績指引。加拿大皇家銀行資本市場 (RBC Capital Markets) 週三在一份報告中指出,預計第二季將是業績低潮。 分析師表示,由於“意料之外的不利因素”和“不斷變化的業務模式”,管理層將 2026 年的有機成長預期下調至 6.5% 至 8%。不過,許多投資人先前已預期公司會進行調整,包括那些認為公司能夠實現預期目標以重置業績基數的投資人。 分析師稱第一季為「清算期」。波士頓科學公司報告稱,其電生理業務年增 21.7%(有機成長),高於市場普遍預期的 18.5%;Watchman 業務年增 18.8%,也高於市場普遍預期的 21.5%,基本符合預期。 分析師表示:“展望未來,我們認為第二季度將是低谷季度(預計增長5%至7%),此後增長將有所改善,這得益於新產品的推出、基礎業務的改善以及Watchman業務的低兩位數增長。我們認為,以目前的估值來看,我們會買入。” 加拿大皇家銀行重申了對波士頓科學公司的「跑贏大盤」評級,並將目標價從105美元下調至100美元。

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