异动解读|康西哥盘中上涨5.06%,投行密集上调目标价叠加Q2业绩大超预期

行情直击
Aug 05

8月5日,康西哥盘中上涨5.06%,报67.31美元/股,成交额1.48亿美元。

消息面上,Bernstein于8月3日将康西哥目标价由68美元大幅上调至79美元,维持跑赢大盘评级;此前巴克莱亦将目标价从75美元上调至80美元。投行密集调高估值源于公司Q2业绩大幅超预期——调整后EPS达2.51美元,远超市场预期的1.08美元;营收535.79亿美元,超预期476.17亿美元。公司同步将全年调整后EPS指引上调至高于4.80美元,显著高于市场预估的3.51美元。不过,RBC提示Medicaid利润率或至下半年才有实质性修复,会员人数预期亦有所下调。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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