“券商观点”视角:生物工艺业务困境拖累丹纳赫,但多头仍持稳

路透中文
Jul 22
BUZZ-“券商观点”视角:<a href="https://laohu8.com/S/000504">生物</a>工艺业务困境拖累<a href="https://laohu8.com/S/DHR">丹纳赫</a>,但多头仍持稳

7月22日 - ** 实验室设备制造商丹纳赫(Danaher, DHR.N)周二下调了全年 (link) 核心营收增长预期,并报告称其生物技术业务的营收表现低于预期

** 该公司上调了全年利润预期

** 覆盖该股的28家券商给出的目标价中位数为225美元——伦敦证券交易所集团(LSEG)汇编的数据

生物工艺遭遇波折

** Evercore ISI(评级为“跑赢大盘”,目标价:205美元) 表示“基本面驱动因素均指向正确方向,达纳赫有望在2027财年交出稳健业绩”

** 摩根大通(评级“增持”,目标价:220美元) 表示,尽管投资者对生物工艺复苏不均衡感到沮丧是可以理解的,但2026年的目标仍按计划推进,基本面趋势持续改善

** 杰富瑞(“买入”,目标价:210美元) 预计市场焦点仍将集中在生物生产重置是否过于保守,以及明年是否为合适的起点;该机构指出,2026年每股收益(EPS)虽在上升,但由于前景可见度不足及投资组合相关问题,市盈率扩张的可能性不大

** 利林克合伙公司(Leerink Partners)(评级“跑赢大盘”,目标价:240美元) 表示,当前估值水平尚不构成减持理由,生物工艺的长期增长依然稳健,尽管市场对行业进入增长放缓阶段的担忧可能依然存在

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