에 대한 최신 뉴스 Qiagen (NYSE:QGEN) 주식

Qiagen

Qiagen offers proprietary sample and assay technology to extract, purify, amplify, and interpret DNA, RNA, and proteins. The company's sales are split almost evenly between applications in life sciences and molecular diagnostics. Qiagen generates nearly 90% of its revenue from consumables with the balance coming from instrumentation and related services. The Americas account for the largest portion of the firm's revenue (52% of 2023 sales), followed by EMEA (32%), and the Asia-Pacific (16%).

Qiagen NV

Qiagen N.V.

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3분기 실적 시즌이 다가오면서, 골드만삭스는 투자자들이 재무 실적을 통해 수익을 올릴 수 있는 주요 주식 기회를 식별한 노트를 발표했다. 애널리스트 존 마샬(John Marshall)과 그의 팀은 목요일에 18개의 주식이 실적 상향 조정의 혜택을 받을 가능성이 있고, 7개의 주식은 하향 조정의 영향을 받을 가능성이 있다고 강조했다.

이번 실적 시즌에 매수할 주식 18개, 매도할 주식 7개: 골드만삭스는 올해를 &#39;주식 선택자의 해&#39;

<a href="https://www.bloomberg.com/news/articles/2025-04-15/fivespan-is-said-to-build-stake-in-life-sciences-group-qiagen" title="https://www.bloomberg.com/news/articles/2025-04-15/fivespan-is-said-to-build-stake-in-life-sciences-group-qiagen">https://www.bloomberg.com/news/articles/2025-04-15/fivespan-is-said-to-build-stake-in-life-sciences-group-qiagen</a>

News

Rumors

Watching Qiagen N.V.; Hearing Fivespan Is Said To Build Stake In Life Sciences Group Qiagen

<ul>
<li>Three new innovative instrument launches expand reach into further lab segments and sample preparation customers as QIAGEN strengthens market-leading position</li>
<li>QIAsymphony Connect set to start phased launch in 2025, first customer sessions being held to highlight enhanced capabilities for oncology and genomics workflows</li>
<li>QIAsprint and QIAmini on track for 2026 launches, expanding options for high- and low-throughput lab demands</li>
</ul>
 &nbsp;

QIAGEN To Launch Three New Sample Prep Instruments By 2026, Expanding Automation From Low To High Throughput Labs

<ul>
<li>QIAGEN provides clinical decision support through its QIAGEN Clinical Insights Interpret One software for expanded Marsden360 liquid biopsy service now offering ESR1 circulating tumor DNA testing for breast cancer patients</li>
<li>Marsden360 offers a minimally invasive alternative to tissue biopsies, enabling rapid identification of mutations in patients with solid tumors</li>
<li>QIAGEN Clinical Insight Interpret One enables reliable variant interpretation by combining AI and human curation, ultimately leading to actionable insights improving patient outcomes</li>
</ul>
 Redwood City, California -- QIAGEN Digital Insights (QDI), the bioinformatics business of QIAGEN and the leading provider of bioinformatics software and biomedical knowledge content, today announced that its variant interpretation and reporting software, QIAGEN Clinical Insight (QCI) Interpret One, is supporting The Royal Marsden National Health Service (NHS) Foundation Trust's new offering for ESR1 genomic testing, a mutation associated with breast cancer, as part of its workflow for Marsden360, an innovative liquid biopsy service.
On January 20, 2025, the NHS expanded its National Genomic Test Directory to include ESR1 circulating tumor DNA (ctDNA) testing for breast cancer patients. This milestone enables oncologists to detect ESR1 mutations through a simple blood test, guiding personalized treatment strategies for patients with estrogen receptor (ER)-positive, HER2-negative locally advanced or metastatic breast cancer.
Since its launch in 2021, Marsden360 is available for private and clinical trial patients at the Royal Marsden Hospital, a specialist oncology hospital in London, United Kingdom. The service has completed thousands of ctDNA tests as part of an NHS England national study and is advancing toward inclusion in the insurance-covered test directory.
Marsden360 is a blood-based test that analyzes 74 genes to detect genetic mutations in ctDNA, providing a minimally invasive alternative to traditional biopsies. The service enables oncologists to rapidly identify genetic changes in patients with solid tumors, guiding personalized treatment strategies - especially for cases where tissue biopsies are not feasible.
By integrating QCI Interpret One, clinicians gain unmatched accuracy, speed, and consistency in variant interpretation, allowing them to deliver high-confidence, actionable insights for precision oncology treatments.

Biotech

General

QIAGEN's QCI Interpret One Selected By Royal Marsden NHS Foundation Trust To expand Marsden360 Liquid Biopsy Service For ESR1 Testing For Breast Cancer Patients

WIIM

Qiagen shares are trading higher following the company's prelim. Q1 results.

Qiagen N.V. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/QGEN#NYSE">QGEN</a>) shares are trading higher premarket on Monday. On Sunday, the company disclosed its preliminary results for the <a target="_blank" href="https://www.benzinga.com/pressreleases/25/04/b44658748/qiagen-delivers-strong-preliminary-q1-2025-results-exceeding-outlook-and-raises-full-year-2025-adj" rel="noreferrer noopener">first quarter of 2025</a>.
The company sees net sales growth of around 5% (+7% at constant exchange rates, CER) to about $483 million vs. consensus of $506.5 million.
The revenue figure surpassed the previously communicated outlook of about 3% CER growth (4% CER core business, excluding discontinued products such as NeuMoDx and Dialunox).
The company expects an adjusted EPS of at least $0.55 (vs. the street view of $0.56) in CER in the quarter, compared to prior guidance of about $0.50 CER.
Qiagen anticipates that the QuantiFERON latent TB test sales will increase by around 15% at CER, driven by the continued global shift from the traditional skin test to this reliable, modern, blood-based alternative.
The QIAstat-Dx syndromic testing system is expected to grow by over 35% CER, fueled by strong demand for respiratory panels and expansion in gastrointestinal and meningitis testing.
Both the QIAcuity digital PCR system and QIAGEN Digital Insights bioinformatics business are projected to show high single-digit CER growth, reflecting strong adoption in research and clinical settings.
However, Sample Technologies sales are expected to decline by 1% CER, reflecting a cautious spending environment among some Life Sciences customers for instruments.
2025 Outlook: The company raised the adjusted EPS outlook to about $2.35 in CER from <a target="_blank" href="https://www.benzinga.com/calendars/guidance" rel="noreferrer noopener">$2.28 prior (vs. consensus of $2.48)</a>.
The outlook reflects strong sales in the first quarter, expected headwinds from the recently announced U.S. import tariffs and a better-than-expected tax environment.
Meanwhile, Qiagen reiterated the outlook for the adjusted operating income margin to be above 30% for the year.
QIAGEN now expects to achieve its mid-term target for an adjusted operating income margin of at least 31% significantly earlier than planned, well ahead of the original 2028 timeline.
This acceleration reflects stronger-than-expected performance improvements realized throughout 2024 and into 2025.
The company plans to release the first <a href="https://www.benzinga.com/earnings">quarter of 2025 results on May 7, 2025</a>.
Investors can gain exposure to the stock via&nbsp;Global X Genomics &amp; Biotechnology ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GNOM#NASDAQ">GNOM</a>) and First Trust Nasdaq Lux Digital Health Solutions ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EKG#NASDAQ">EKG</a>).
Price Action: QGEN shares are up 3.06% at $39.43 premarket at the last check on Monday.
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Photo: Shutterstock

Guidance

Movers

GNOM

Qiagen Shares Rise Premarket As Preliminary Q1 Results, Hikes FY25 EPS Guidance

<ul>
<li>Q1 2025 preliminary net sales rise 7% CER and adjusted diluted EPS results of at least $0.55 CER both above outlook despite challenging macro environment</li>
<li>Full-year 2025 adjusted diluted EPS outlook raised to about $2.35 CER (prior outlook about $2.28 CER)</li>
<li>On track to exceed 31% CER adjusted operating income margin ahead of 2028 mid-term target</li>
</ul>

Reported Sunday, QIAGEN Preliminary Q1 2025 Revenue ~$483M And Expects Adj. EPS Of At least $0.55 (Vs. $0.56 Est.); Raised 2025 EPS Target To ~$2.35 (Vs. $2.48 Est.) From Prior $2.28

Redburn Atlantic analyst Ed Ridley-Day downgrades Qiagen (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/QGEN#NYSE">QGEN</a>) from Buy to Neutral.

Downgrades

Analyst Ratings

Redburn Atlantic Downgrades Qiagen to Neutral

<ul>
<li>Malaria remains a major global health threat, with more than 250 million cases and 600,000 deaths in 2024 – over 90% of them in Africa</li>
<li>QIAprep&amp;amp Plasmodium Kit enables streamlined detection of five malaria-causing parasites for epidemiological research and surveillance</li>
<li>Novel QIAGEN assays support mixed-infection tracking, vaccine impact assessment and malaria control strategies in regions with limited healthcare infrastructure</li>
</ul>

QIAGEN's QIAprep Plasmodium Kit Supports Global Malaria Efforts With Enhanced Detection Of Mixed Infections And Parasite Strains

Zymo Research said it is pleased with the Court's ruling and expects that its antitrust claims will be further vindicated through discovery and trial.

Legal

Zymo Research Says Court Denied QIAGEN GmbH's Partial Motion To Dismiss And In The Alternative, To Stay Certain Counterclaims Brought By Zymo

QIAGEN Announced That The U.S. Food And Drug Administration (FDA) Has Cleared The QIAstat-Dx Gastrointestinal Panel 2 Mini B For Clinical Use, Further Strengthening Its Syndromic Testing Portfolio In The United States

QIAGEN files lawsuit against bioMérieux with German Unified Patent Court to protect key innovations in its QuantiFERON technologyQuantiFERON-TB Gold Plus plays a critical role in fighting the spread of TB worldwide
<ul>
<li>QIAGEN files lawsuit against bioMérieux with German Unified Patent Court to protect key innovations in its QuantiFERON technology</li>
<li>QuantiFERON-TB Gold Plus plays a critical role in fighting the spread of TB worldwide</li>
</ul>

QIAGEN Files Lawsuit To Protect QuantiFERON Technology Amid Tuberculosis Testing Patent Dispute

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul>
<li>Baird analyst Catherine Schulte downgraded the rating for Qiagen N.V. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/QGEN#NYSE">QGEN</a>) from Outperform to Neutral and lowered the price target from $52 to $42. Qiagen shares closed at $40.01 on Tuesday. <a href="https://www.benzinga.com/quote/QGEN/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Baird analyst Catherine Schulte downgraded Bio-Techne Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TECH#NASDAQ">TECH</a>) from Outperform to Neutral and lowered the price target from $88 to $68. Bio-Techne shares closed at $65.29 on Tuesday. <a href="https://www.benzinga.com/quote/TECH/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Morgan Stanley analyst Keith Weiss downgraded Workday, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WDAY#NASDAQ">WDAY</a>) from Overweight to Equal-Weight and lowered the price target from $330 to $275. Workday shares closed at $265.72 on Tuesday. <a href="https://www.benzinga.com/quote/WDAY/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>B. Riley Securities analyst Kyle Bauser downgraded the rating for Tactile Systems Technology, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TCMD#NASDAQ">TCMD</a>) from Buy to Neutral and slashed the price target from $23 to $18. Tactile Systems shares closed at $17.86 on Tuesday. <a href="https://www.benzinga.com/quote/TCMD/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Cantor Fitzgerald analyst Kristen Kluska downgraded Supernus Pharmaceuticals, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SUPN#NASDAQ">SUPN</a>) from Overweight to Neutral and lowered the price target from $57 to $36. Supernus Pharmaceuticals shares closed at $39.75 on Tuesday. <a href="https://www.benzinga.com/quote/MSFT/analyst-ratings">See how other analysts view this stock.</a></li>
</ul>
Considering buying WDAY stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="427" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/19084320/image-168-1024x427.png" alt="" class="wp-image-788949" style="width:460px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/19084320/image-168-1024x427.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/19084320/image-168-300x125.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/19084320/image-168-768x320.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/19084320/image-168.png 1527w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
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This Workday Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Wednesday

Baird analyst Catherine Schulte downgrades Qiagen (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/QGEN#NYSE">QGEN</a>) from Outperform to Neutral and lowers the price target from $52 to $42.

Price Target

Baird Downgrades Qiagen to Neutral, Lowers Price Target to $42

UBS analyst John Sourbeer maintains Qiagen (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/QGEN#NYSE">QGEN</a>) with a Neutral and lowers the price target from $50 to $48.

UBS Maintains Neutral on Qiagen, Lowers Price Target to $48

Qiagen (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/QGEN#NYSE">QGEN</a>) reported its Q4 earnings results on Wednesday, February 5, 2025 at 04:05 PM.
Here's what investors need to know about the announcement.
<h3>Earnings</h3>
Qiagen missed estimated earnings by -2.0%, reporting an EPS of $0.61 versus an estimate of $0.62.
Revenue was up $11.84 million from the same period last year.
<h3>Overview of Past Earnings</h3>
During the previous quarter, the company beat on EPS by $0.03, leading to a 1.0% increase share price change the next day.
Here's a look at Qiagen's past performance:

<table>
<thead>
<tr>
<th>Quarter</th>
<th>Q3 2024</th>
<th>Q2 2024</th>
<th>Q1 2024</th>
<th>Q4 2023</th>
</tr>
</thead>
<tbody>
<tr>
<td>EPS Estimate</td>
<td>0.54</td>
<td>0.51</td>
<td>0.44</td>
<td>0.53</td>
</tr>
<tr>
<td>EPS Actual</td>
<td>0.57</td>
<td>0.55</td>
<td>0.46</td>
<td>0.55</td>
</tr>
<tr>
<td>Revenue Estimate</td>
<td>491.75M</td>
<td>494.49M</td>
<td>457.33M</td>
<td>501.28M</td>
</tr>
<tr>
<td>Revenue Actual</td>
<td>502.00M</td>
<td>496.00M</td>
<td>458.80M</td>
<td>509.16M</td>
</tr>
</tbody>
</table>

To track all earnings releases for Qiagen <a href="https://www.benzinga.com/quote/QGEN/earnings">visit their earnings calendar here.</a> 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Qiagen Earnings Review: Q4 Summary

Qiagen (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/QGEN#NYSE">QGEN</a>) reported its Q4 earnings results on Wednesday, February 5, 2025 at 04:05 PM.
Here's what investors need to know about the announcement.
<h3>Earnings</h3>
Qiagen missed estimated earnings by -2.0%, reporting an EPS of $0.61 versus an estimate of $0.62.
Revenue was up $11.84 million from the same period last year.
<h3>Analysis of Past Earnings</h3>
Last quarter the company beat on EPS by $0.03 which was followed by a 1.0% increase in the share price the next day.
Here's a look at Qiagen's past performance:

<table>
<thead>
<tr>
<th>Quarter</th>
<th>Q3 2024</th>
<th>Q2 2024</th>
<th>Q1 2024</th>
<th>Q4 2023</th>
</tr>
</thead>
<tbody>
<tr>
<td>EPS Estimate</td>
<td>0.54</td>
<td>0.51</td>
<td>0.44</td>
<td>0.53</td>
</tr>
<tr>
<td>EPS Actual</td>
<td>0.57</td>
<td>0.55</td>
<td>0.46</td>
<td>0.55</td>
</tr>
<tr>
<td>Revenue Estimate</td>
<td>491.75M</td>
<td>494.49M</td>
<td>457.33M</td>
<td>501.28M</td>
</tr>
<tr>
<td>Revenue Actual</td>
<td>502.00M</td>
<td>496.00M</td>
<td>458.80M</td>
<td>509.16M</td>
</tr>
</tbody>
</table>

To track all earnings releases for Qiagen <a href="https://www.benzinga.com/quote/QGEN/earnings">visit their earnings calendar here.</a> 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Qiagen Q4 Earnings Report: What Investors Need to Know

The Q4 earnings report for Qiagen (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/QGEN#NYSE">QGEN</a>) was released on Wednesday, February 5, 2025 at 04:05 PM.
Here's what investors need to know about the latest announcement.
<h3>Earnings</h3>
Qiagen missed estimated earnings by -2.0%, reporting an EPS of $0.61 versus an estimate of $0.62.
Revenue was up $11.84 million from the same period last year.
<h3>Historical Earnings Summary</h3>
During the previous quarter, the company beat on EPS by $0.03, leading to a 1.0% increase share price change the next day.
Here's a look at Qiagen's past performance:

<table>
<thead>
<tr>
<th>Quarter</th>
<th>Q3 2024</th>
<th>Q2 2024</th>
<th>Q1 2024</th>
<th>Q4 2023</th>
</tr>
</thead>
<tbody>
<tr>
<td>EPS Estimate</td>
<td>0.54</td>
<td>0.51</td>
<td>0.44</td>
<td>0.53</td>
</tr>
<tr>
<td>EPS Actual</td>
<td>0.57</td>
<td>0.55</td>
<td>0.46</td>
<td>0.55</td>
</tr>
<tr>
<td>Revenue Estimate</td>
<td>491.75M</td>
<td>494.49M</td>
<td>457.33M</td>
<td>501.28M</td>
</tr>
<tr>
<td>Revenue Actual</td>
<td>502.00M</td>
<td>496.00M</td>
<td>458.80M</td>
<td>509.16M</td>
</tr>
</tbody>
</table>

To track all earnings releases for Qiagen <a href="https://www.benzinga.com/quote/QGEN/earnings">visit their earnings calendar here.</a> 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Insights into Qiagen Q4 Earnings

Qiagen (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/QGEN#NYSE">QGEN</a>) announced its Q4 earnings on Wednesday, February 5, 2025 at 04:05 PM.
Here's a breakdown of the earnings report.
<h3>Earnings</h3>
Qiagen missed estimated earnings by -2.0%, reporting an EPS of $0.61 versus an estimate of $0.62.
Revenue was up $11.84 million from the same period last year.
<h3>Overview of Past Earnings</h3>
During the previous quarter, the company beat on EPS by $0.03, leading to a 1.0% increase share price change the next day.
Here's a look at Qiagen's past performance:

<table>
<thead>
<tr>
<th>Quarter</th>
<th>Q3 2024</th>
<th>Q2 2024</th>
<th>Q1 2024</th>
<th>Q4 2023</th>
</tr>
</thead>
<tbody>
<tr>
<td>EPS Estimate</td>
<td>0.54</td>
<td>0.51</td>
<td>0.44</td>
<td>0.53</td>
</tr>
<tr>
<td>EPS Actual</td>
<td>0.57</td>
<td>0.55</td>
<td>0.46</td>
<td>0.55</td>
</tr>
<tr>
<td>Revenue Estimate</td>
<td>491.75M</td>
<td>494.49M</td>
<td>457.33M</td>
<td>501.28M</td>
</tr>
<tr>
<td>Revenue Actual</td>
<td>502.00M</td>
<td>496.00M</td>
<td>458.80M</td>
<td>509.16M</td>
</tr>
</tbody>
</table>

To track all earnings releases for Qiagen <a href="https://www.benzinga.com/quote/QGEN/earnings">visit their earnings calendar here.</a> 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Qiagen: Q4 Earnings Insights

Qiagen (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/QGEN#NYSE">QGEN</a>) released its Q4 earnings on Wednesday, February 5, 2025 at 04:05 PM.
Here's what's important from the earnings announcement.
<h3>Earnings</h3>
Qiagen missed estimated earnings by -2.0%, reporting an EPS of $0.61 versus an estimate of $0.62.
Revenue was up $11.84 million from the same period last year.
<h3>Past Earnings Performance</h3>
The company beat on EPS by $0.03 in the last quarter, resulting in a 1.0% increase share price change the following day.
Here's a look at Qiagen's past performance:

<table>
<thead>
<tr>
<th>Quarter</th>
<th>Q3 2024</th>
<th>Q2 2024</th>
<th>Q1 2024</th>
<th>Q4 2023</th>
</tr>
</thead>
<tbody>
<tr>
<td>EPS Estimate</td>
<td>0.54</td>
<td>0.51</td>
<td>0.44</td>
<td>0.53</td>
</tr>
<tr>
<td>EPS Actual</td>
<td>0.57</td>
<td>0.55</td>
<td>0.46</td>
<td>0.55</td>
</tr>
<tr>
<td>Revenue Estimate</td>
<td>491.75M</td>
<td>494.49M</td>
<td>457.33M</td>
<td>501.28M</td>
</tr>
<tr>
<td>Revenue Actual</td>
<td>502.00M</td>
<td>496.00M</td>
<td>458.80M</td>
<td>509.16M</td>
</tr>
</tbody>
</table>

To track all earnings releases for Qiagen <a href="https://www.benzinga.com/quote/QGEN/earnings">visit their earnings calendar here.</a> 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Earnings Summary: Qiagen Q4

ALGN

AMSC

AOSL

APPS

ARAY

ARCC

ARES

ASGN

ASYS

AZTA

BARK

BLBD

BSBR

CENT

CENTA

CMRE

CNMD

CNXN

COHR

CPAY

CPRI

CRTO

CSGS

CTSH

CTVA

DGII

DLHC

ENSG

EQNR

EZPW

FORM

GEOS

HOLX

ITUB

KMPR

LFVN

LSAK

LUCK

LVWR

MSTR

MTRX

MUSA

NOTV

NTGR

NVST

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Earnings Scheduled For February 5, 2025

Press Releases

QIAGEN delivers solid Q4 2024 growth ahead of outlook

QIAGEN Strengthens Global Bioinformatics Leadership With New Data Center in Australia/Asia-Pacific Region

QIAGEN takes legal action to defend QuantiFERON intellectual property and protect innovations in latent tuberculosis testing

QIAGEN receives U.S. clearance for second QIAstat-Dx mini gastrointestinal panel, expanding U.S. syndromic testing portfolio

QIAGEN Announces Form 20-F Annual Report Filing for 2024 Results

QIAGEN Launches QIAprep&amp Plasmodium Kit to Strengthen Malaria Research and Surveillance Efforts

QIAGEN N.V.: QIAGEN Announces Strong Preliminary Q1 2025 Results and Updates Full-Year 2025 Adjusted Earnings per Share Outlook

QIAGEN Delivers Strong Preliminary Q1 2025 Results Exceeding Outlook and Raises Full-Year 2025 Adjusted EPS Outlook

QIAGEN N.V. to Release Results for Q1 2025 and Hold Webcast

QIAGEN Advancing Plans to Launch Three New Sample Preparation Instruments by 2026 to Improve Lab Automation

Baird

Morgan Stanley

Jefferies

Wolfe Research

3분기 실적 시즌이 다가오면서, 골드만삭스는 투자자들이 <a href="https://www.benzinga.com/news/earnings/24/10/41255250/banks-gear-up-for-earnings-season-15-top-stock-picks-including-citigroup-morgan-stanley-and-truist" target="_blank" rel="noopener" data-google-interstitial="false">재무 실적</a>을 통해 수익을 올릴 수 있는 주요 주식 기회를 식별한 노트를 발표했다.
애널리스트 존 마샬(John Marshall)과 그의 팀은 목요일에 18개의 주식이 실적 상향 조정의 혜택을 받을 가능성이 있고, 7개의 주식은 하향 조정의 영향을 받을 가능성이 있다고 강조했다.
<h3 class="wp-block-heading">‘주식 선택자의 해&#8217;: S&amp;P 500에서 10% 상승</h3>
골드만삭스의 애널리스트들은 2024년을 &#8220;주식 선택자의 해&#8221;라고 부르며, 변동성이 큰 실적 환경에서 선택적 투자의 중요성을 강조했다.
이 투자은행의 최신 전망에 따르면, 평균 S&amp;P 500 주식은 향후 12개월 동안 10%의 상승 잠재력을 가질 수 있다.
&#8220;우리는 반등 가능성을 보고 있다&#8221;고 마샬이 그의 노트에서 언급했다. &#8220;옵션 시장의 방향성 포지셔닝이 균형을 이루고 있어, 지난 분기 이맘때보다 훨씬 나은 설정이다.&#8221;
또한 이 애널리스트들은 최근 헤지 펀드와 소매 트레이더들 모두의 옵션 시장 활동이 감소하여, 투자자들이 3분기 실적 보고서와 다가오는 미국 선거를 준비하면서 &#8220;관망하는(wait-and-see)&#8221; 태도를 취하고 있음을 나타냈다.
<h3 class="wp-block-heading">실적 시즌의 변동성은 여전히 높다</h3>
골드만삭스는 실적 이벤트를 둘러싼 개별 주식의 변동성이 14년 만에 최고 수준에 있다고 강조했다.
인공지능(AI), 금리 그리고 다가오는 선거와 같은 주요 시장 논쟁이 이 추세를 주도하고 있으며, 이는 연말까지 계속될 것으로 예상된다.
&#8220;우리는 실적 발표일의 주가 변동이 여전히 높을 것으로 예상하며, 이는 시장의 주요 논쟁들이 주식 공간에서 승자와 패자를 만들어내기 때문이다,&#8221;라고 이 노트에 추가했다.
이러한 높은 변동성 속에서, 이 회사는 옵션 기반 전략을 계속 추천하며, 투자자들에게 실적 이벤트 전 옵션을 매수하고 실적 기간 사이에 옵션을 매도하여 가격 변동을 활용할 것을 권장했다.
<h3 class="wp-block-heading">골드만삭스가 3분기 실적에 대해 긍정적으로 평가한 18개 주식</h3>
골드만삭스의 애널리스트들은 실적 조정이 긍정적으로 작용할 수 있다고 믿는 18개의 주식을 선정했다. 이 주식들은 에너지, 금융, 헬스케어, 기술 등 다양한 부문에 걸쳐 있다.
<figure class="wp-block-table is-style-stripes">
<table style="overflow:auto; height: 90px; display: block;">
<thead>
<tr>
<th>회사</th>
<th>섹터</th>
<th>실적 발표일</th>
</tr>
</thead>
<tbody>
<tr>
<td>갭 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GAP#NYSE">GAP</a>)</td>
<td>소비재</td>
<td>11월 15일</td>
</tr>
<tr>
<td>퍼미안 리소스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PR#NYSE">PR</a>)</td>
<td>에너지</td>
<td>11월 7일</td>
</tr>
<tr>
<td>씨티그룹 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/C#NYSE">C</a>)</td>
<td>금융</td>
<td>10월 15일</td>
</tr>
<tr>
<td>싱크로니 파이낸셜 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SYF#NYSE">SYF</a>)</td>
<td>금융</td>
<td>10월 16일</td>
</tr>
<tr>
<td>암젠 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMGN#NASDAQ">AMGN</a>)</td>
<td>헬스케어</td>
<td>10월 30일</td>
</tr>
<tr>
<td>보스톤 사이언티픽 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BSX#NYSE">BSX</a>)</td>
<td>헬스케어</td>
<td>10월 23일</td>
</tr>
<tr>
<td>머크 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MRK#NYSE">MRK</a>)</td>
<td>헬스케어</td>
<td>10월 31일</td>
</tr>
<tr>
<td>퀴아젠 NV (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/QGEN#NYSE">QGEN</a>)</td>
<td>헬스케어</td>
<td>10월 30일</td>
</tr>
<tr>
<td>AZEK 컴퍼니 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AZEK#NYSE">AZEK</a>)</td>
<td>산업재</td>
<td>11월 29일</td>
</tr>
<tr>
<td>ADT (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ADT#NYSE">ADT</a>)</td>
<td>TMT</td>
<td>11월 1일</td>
</tr>
<tr>
<td>브로드 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>)</td>
<td>TMT</td>
<td>12월 6일</td>
</tr>
<tr>
<td>델 테크놀로지스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>)</td>
<td>TMT</td>
<td>11월 25일</td>
</tr>
<tr>
<td>클라비요 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KVYO#NYSE">KVYO</a>)</td>
<td>TMT</td>
<td>11월 7일</td>
</tr>
<tr>
<td>먼데이닷컴 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MNDY#NASDAQ">MNDY</a>)</td>
<td>TMT</td>
<td>11월 13일</td>
</tr>
<tr>
<td>엔비디아 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)</td>
<td>TMT</td>
<td>11월 21일</td>
</tr>
<tr>
<td>스노우플레이크 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SNOW#NYSE">SNOW</a>)</td>
<td>TMT</td>
<td>11월 29일</td>
</tr>
<tr>
<td>토스트 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TOST#NYSE">TOST</a>)</td>
<td>TMT</td>
<td>11월 7일</td>
</tr>
<tr>
<td>셈프라 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SRE#NYSE">SRE</a>)</td>
<td>유틸리티</td>
<td>11월 4일</td>
</tr>
</tbody>
</table>
</figure>
<h3 class="wp-block-heading">골드만삭스가 3분기 실적에 대해 비관적으로 평가한 7개 주식</h3>
반대로, 이 투자은행은 3분기 실적에서 하향 조정의 영향을 받을 것으로 예상되는 7개 주식을 선정하여 투자자들에게 주의할 것을 권고했다.
<figure class="wp-block-table is-style-stripes">
<table style="overflow:auto; height: 90px; display: block;">
<thead>
<tr>
<th>회사</th>
<th>섹터</th>
<th>실적 발표일</th>
</tr>
</thead>
<tbody>
<tr>
<td>초이스호텔 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHH#NYSE">CHH</a>)</td>
<td>소비재</td>
<td>11월 7일</td>
</tr>
<tr>
<td>셰니에르 에너지 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CQP#NYSE">CQP</a>)</td>
<td>에너지</td>
<td>11월 1일</td>
</tr>
<tr>
<td>야누스 헨더슨 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JHG#NYSE">JHG</a>)</td>
<td>금융</td>
<td>10월 31일</td>
</tr>
<tr>
<td>라이온델바젤 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LYB#NYSE">LYB</a>)</td>
<td>소재</td>
<td>11월 1일</td>
</tr>
<tr>
<td>크로락스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CLX#NYSE">CLX</a>)</td>
<td>소비재</td>
<td>11월 1일</td>
</tr>
<tr>
<td>크래프트 하인즈 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KHC#NASDAQ">KHC</a>)</td>
<td>소비재</td>
<td>10월 30일</td>
</tr>
<tr>
<td>업스타트 홀딩스 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/UPST#NASDAQ">UPST</a>)</td>
<td>TMT</td>
<td>11월 7일</td>
</tr>
</tbody>
</table>
</figure>
 
다음 글 읽기:
<ul>
<li><a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/10/41278012/feds-goolsbee-downplays-inflation-uptick-economists-hold-steady-on-november-rate-in">연준의 굴스비가 인플레이션 상승을 경시하며, 경제학자들은 11월 금리 인하 발표에 대한 입장을 고수합니다.</a></li>
</ul>
이미지는 Midjourney를 통해 인공지능으로 생성되었습니다.


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이번 실적 시즌에 매수할 주식 18개, 매도할 주식 7개: 골드만삭스는 올해를 '주식 선택자의 해'

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