消息面上,公司CEO Mike Mahoney在行业会议上表示今年面临的挑战超出预期,叠加Leerink Partners将目标价从87美元大幅下调至74美元(维持跑赢大盘评级),进一步压制市场情绪。此前高盛已将目标价从84美元下调至81美元,FDA披露的起搏器软件升级召回事件亦持续发酵。当前股价较52周高点109.50美元已回落逾55%,基本面方面,公司一季度营收52.03亿美元,同比增长11.58%,归母净利润13.41亿美元,同比增长98.96%。
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