知名投行Stephens & Co日前发布最新评级报告，将医药软件开发商Simulations Plus（股票代码：SLP）的目标股价从每股28美元大幅下调至20美元，降幅高达28.6%。此次调整反映了该机构对Simulations Plus短期估值预期的显著修正。
分析师在报告中指出，此次目标价调整基于对药物研发软件市场增长动能的最新评估，同时考虑到人工智能技术迭代对传统医药软件公司带来的竞争压力。尽管未具体说明评级变化，但目标价的大幅下调通常暗示机构对标的公司盈利前景持审慎态度。
市场数据显示，Simulations Plus作为医药研发解决方案提供商，其核心产品在临床试验建模领域具有技术壁垒。但近期多家竞争对手推出AI赋能的药物发现平台，可能对公司市场占有率形成冲击。本次目标价调整将于美东时间2025年7月15日开盘后正式生效。
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