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RBC稱，Elevance Health對2027年商業化產品線的態度「積極」。

-- 加拿大皇家銀行資本市場（RBC Capital Markets）週四在一份電子郵件報告中指出，Elevance Health (ELV) 對 2027 年的商業產品線持「建設性」態度。 分析師表示，該公司第一季核心業績超出預期，這得益於良好的聯邦醫療保險（Medicare）理賠情況、優於預期的調整後營運費用率以及在醫療補助（Medicaid）成本控制方面取得的初步成效。 RBC 表示，由於 Elevance 面臨醫療補助成本高企、持續存在的《平價醫療法案》（Affordable Care Act）風險池不確定性以及 2027 年聯邦醫療保險優勢計劃（Medicare Advantage）費率持續落後於趨勢等挑戰，因此 RBC 對該股仍持謹慎態度。 分析師將該公司第二季調整後每股收益預期從 6.64 美元下調至 6.14 美元。 FactSet 調查的分析師預期為 6.38 美元。 不過，RBC 將 2026 年全年調整後每股盈餘預期從 25.55 美元上調至 26.82 美元。 FactSet調查的分析師預計每股收益為26.43美元。 分析師維持對該股的「與產業持平」評級，目標價為358美元。

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

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