-- 加拿大皇家銀行資本市場（RBC Capital Markets）週三發布的研究報告指出，Penumbra (PEN) 與波士頓科學公司 (BSX) 在策略和財務上高度契合，波士頓科學公司預計此次收購將提升其獲利成長。 分析師指出，Penumbra 第一季營收超出預期，主要得益於栓塞和血管通路業務的優異表現，而血栓切除術的銷售額則略顯滯後。 報告也指出，第一季銷售額的成長主要歸功於美國市場銷售的提升，這得益於產品市場滲透率的進一步提高，而價格則保持穩定。 該券商表示，在下半年交易完成之前，將維持對 Penumbra 股票的「與行業持平」評級和每股 374 美元的目標價。
Price: $324.81, Change: $+0.62, Percent Change: +0.19%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our 12-month target by $4 to $35, 19x our 2026 EPS estimate (down from 20x), a discount to its 26x five-year average justified by competitive headwinds in the pizza quick service restaurant (QSR) industry. We lower our 2026 EPS estimate to $1.83 from $1.94 and 2027's to $2.35 from $2.37. Following Q1 results that included a disappointing performance in North America comp growth (-6.4%), we are lowering our opinion to Hold from Buy. Our previous thesis rested upon the potential for PZZA to translate improvements in its loyalty program, menu, and sales channels into more sustainable comp growth. However, momentum seen in 1H 2025 has faded. In our view, the company's plan to close 300 North American store locations highlights competitive pressures from pizza QSR peers. As a result, PZZA's margin and free cash flow profile have deteriorated more than we thought. Our new Hold opinion contemplates comp momentum in international markets, which is offsetting North American underperformance.
Price: $128.97, Change: $-9.01, Percent Change: -6.53%