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;

<ul>
<li>QIAGEN to create a multimodal panel using next-generation sequencing (NGS) technology for detecting clinically relevant gene alterations in hematological malignancies</li>
<li>Companion diagnostic to identify key disease-causing mutations in patients with MPNs, with an initial focus on mutant CALR the second most common driver of MPNs</li>
<li>Panel to be validated on Illumina NextSeq 550Dx platform for use with whole blood samples</li>
<li>Partnership supports Incyte's extensive portfolio in myeloproliferative neoplasms, including INCA033989, and enhances QIAGEN's onco-hematology diagnostics pipeline</li>
</ul>

News

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Reported Sunday, Incyte Taps QIAGEN And Illumina Technology To Advance Precision Diagnostics For CALR-Driven Myeloproliferative Neoplasms

This collaboration aims to deliver highly sensitive, cost-effective, and decentralized MRD testing solutions that enable oncologists to monitor cancer recurrence and guide personalized treatment decisions using minimally invasive blood samples.

Reported Earlier, Tracer Biotechnologies And QIAGEN Partner To Co-Develop Blood-Based MRD Assays For Solid Tumors On QIAcuity Digital PCR Platform

<ul>
<li>Two new partnerships enhance QIAGEN's capabilities to support pharma partner clinical trials with significant expansion of MRD capabilities – especially using QIAcuity digital PCR</li>
<li>Tracer Biotechnologies partnership to develop blood-based minimal residual disease (MRD) tests on QIAcuity digital PCR systems for solid cancer tumors</li>
<li>Collaboration with Foresight Diagnostics aims to develop a kit version of its CLARITY&#x2122; NGS assay for use in lymphoma</li>
</ul>
QIAGEN (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/QGEN#NYSE">QGEN</a>, Frankfurt Prime Standard: QIA))) today announced the expansion of its oncology diagnostics portfolio with two strategic partnerships to advance the use of minimal residual disease (MRD) testing in clinical trials to support pharma co-development projects for companion diagnostics. The new collaborations with Tracer Biotechnologies and Foresight Diagnostics expand QIAGEN's reach in MRD testing and cover solid tumors and hematological cancers.
Minimal residual disease (MRD) testing is becoming a cornerstone of oncology by enabling early detection of cancer recurrence and guiding timely adjustments to therapy from a blood sample. These new partnerships support the growing demand for decentralized, non-invasive tools that advance precision medicine and help deliver more personalized care.
Under the new collaborations:
<ul>
<li>Tracer Biotechnologies, a developer of blood-based molecular diagnostics for cancer, is working with QIAGEN to create companion diagnostics for MRD testing in solid tumors. These assays, designed for use on QIAGEN's QIAcuity digital PCR platform, are designed to enable the use of minimally invasive blood samples to monitor residual disease with high sensitivity. The approach offers a cost-efficient and quick way to support decentralized implementation in clinical laboratories with results comparable to those generated using next-generation sequencing technologies.</li>
<li>Foresight Diagnostics and QIAGEN are creating a kit-based version of the Foresight CLARITY&#x2122; assay, a circulating tumor DNA (ctDNA)-based NGS test for certain types of lymphoma. Transitioning the assay from a CLIA central laboratory service to an in-lab kit is designed to allow for broader clinical access and supports pharmaceutical-sponsored trials with companion diagnostic applications.</li>
</ul>
MRD testing offers a highly sensitive way to monitor treatment response, identify patients at risk of relapse before symptoms appear and inform decisions on therapy usage. It is also emerging as a surrogate endpoint in clinical trials, accelerating drug development and regulatory review.
QIAGEN's MRD portfolio spans sample technologies and testing platforms that support workflows from sample to insight. This includes the QIAsymphony system for automated sample preparation, with the new generation QIAsymphony Connect upgraded version being prepared for launch in late 2025, along with PAXgene blood collection tubes for stabilized blood draws. QIAGEN also offers an extensive range of kits for use on the QIAcuity family of digital PCR instruments as well as the QIAseq targeted gene panels for use on third-party NGS systems. Complementing these solutions is the portfolio of QIAGEN Digital Insights solutions that offer integrated bioinformatics for comprehensive NGS data analysis and interpretation to enable comprehensive MRD results.

QIAGEN Expands Oncology Diagnostics Portfolio With Two Strategic Partnerships To Advance Use Of MRD Testing In Clinical Trials To Support Pharma Co-Development Projects For Companion Diagnostics

Foresight Diagnostics, a leading diagnostics company specializing in ultra-sensitive minimal residual disease (MRD) detection, today announced a strategic, worldwide partnership with QIAGEN (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/QGEN#NYSE">QGEN</a>, Frankfurt Prime Standard: QIA))) to develop and commercialize a kit-based version of Foresight's CLARITY&#x2122; assay, with the goal of enabling global in vitro diagnostic (IVD) and companion diagnostic (CDx) applications in lymphoma and other hematological malignancies.
This collaboration combines Foresight's innovative MRD detection technology with QIAGEN's global leadership in molecular diagnostic development and commercialization. Together, the companies aim to lay the groundwork for a standardized, regulated diagnostic kit that, once validated and approved in pharmaceutical-sponsored trials, would be the only circulating tumor DNA (ctDNA)-based MRD assay available as both a central laboratory service and diagnostic kit capable of supporting clinical decision-making and therapeutic strategies for patients with hematological cancers.

Foresight Diagnostics Partners With QIAGEN To Develop, Commercialize Kit-Based Version Of CLARITY Assay For Lymphoma

<ul>
<li>Partnership designed to expand QIAGEN's leadership in oncology-focused digital PCR assays, advancing QIAcuity as the platform of choice for cancer research</li>
<li>Combines QIAGEN's global reach and automation expertise with ID Solutions' assay development for research purposes and manufacturing strengths</li>
</ul>
QIAGEN (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/QGEN#NYSE">QGEN</a>, Frankfurt Prime Standard: QIA))) today announced a new commercial partnership and co-marketing agreement with ID Solutions, a French provider of high-quality digital PCR (dPCR) assays and customized molecular testing solutions for oncology and other disease areas, to expand the availability of dPCR assays for oncology research applications.
The combination of QIAGEN's global reach and automation expertise with the assay development and manufacturing capabilities of ID Solutions will strengthen QIAGEN's position in oncology research.
Under the agreement, ID Solutions will manufacture and supply dPCR assays for non-clinical research use on QIAGEN's QIAcuity platforms. These assays are optimized to simultaneously detect multiple mutations in cell-free DNA (cfDNA) from plasma and genomic DNA (gDNA) from formalin-fixed, paraffin-embedded (FFPE) tissue. QIAGEN will commercialize these kits starting in Europe as the first region, with the potential for future expansion into other regions.
This agreement supports QIAGEN's strategic focus on accelerating the adoption of the QIAcuity dPCR platform in oncology research. The new assays expand QIAGEN's portfolio, complementing the existing PanCancer Kits for detecting multiple hallmark mutations in DNA from diverse sample types and over 200 LNA (locked nucleic acid) Mutation Assays available via its GeneGlobe platform. This unique platform integrates pre-designed assays with a database of more than 10,000 biological entities, including genes, miRNAs, pathogens and pathways.

QIAGEN Announces New Commercial Partnership And Co-Marketing Agreement With ID Solutions To Expand Availability Of dPCR Assays For Oncology Research Applications

<ul>
<li>Acquisition adds Franklin solution, an AI-powered cloud platform for clinical decision support in genetic diseases</li>
<li>Strengthens QIAGEN Digital Insights offering for small and mid-sized labs worldwide with easy-to-use, fast and flexible NGS data interpretation in a rapidly growing market</li>
<li>Franklin complements QCI Interpret, QCI Precision Insights and QIAGEN's leading genetic databases COSMIC and HGMD</li>
</ul>

QIAGEN To Acquire GENOOX For $70M

Management

QIAGEN To Elect Stephen H. Rusckowski As Chairman; To Succeed Lawrence A. Rosen

Qiagen (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/QGEN#NYSE">QGEN</a>) FY2025 expected to be more than $2.35 vs $2.49 Est..

Guidance

Qiagen FY2025  Reaffirms EPS Of $2.35 CER Vs $2.49 Est

Dividends

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QIAGEN At Annual General Meeting Proposes To Introduce A Dividend As Expansion Of Capital Allocation Strategy, Also Seek Authorization For A New $500M Share Repurchase

Qiagen (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/QGEN#NYSE">QGEN</a>) reported quarterly earnings of $0.55 per share which missed the analyst consensus estimate of $0.56 by 1.79 percent. This is a 17.02 percent increase over earnings of $0.47 per share from the same period last year. The company reported quarterly sales of $483.00 million which missed the analyst consensus estimate of $507.25 million by 4.78 percent. This is a 5.28 percent increase over sales of $458.80 million the same period last year.

Earnings Misses

Qiagen Q1 Adj. EPS $0.55 Misses $0.56 Estimate, Sales $483.00M Miss $507.25M Estimate

QIAGEN To Propose Initiation Of Annual Cash Dividend Consisting Of $0.25 Per Ordinary Share At Next Annual General Meeting

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Earnings Scheduled For May 7, 2025

<ul>
<li>QIAcuity digital PCR kits, assays and protocols for lentivirus-based therapies support quality control in cell and gene therapy manufacturing</li>
<li>Expansion underscores the commitment of QIAGEN to help accelerate the development of safe and effective biotherapeutics</li>
<li>New solutions support high-precision analytics for process development, batch release and regulatory compliance and enable a standardized workflow</li>
</ul>
QIAGEN (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/QGEN#NYSE">QGEN</a>, Frankfurt Prime Standard: QIA))) today announced the expansion of its cell and gene therapy (CGT) portfolio with an enhanced digital PCR (dPCR) workflow that now includes solutions for lentivirus-based applications, commonly used in the production of advanced treatments such as chimeric antigen receptor T-cell (CAR-T), a personalized form of cancer immunotherapy.
This expanded offering supports standardized, high-precision quality control (QC) workflows and strengthens the position of QIAGEN as a trusted partner for quality control, supporting biotech and biopharma companies, Contract Development and Manufacturing Organizations (CDMO) and therapy developers in CGT manufacturing.
"Cell and gene therapy developers face increasing demands for precise, scalable solutions to help ensure therapy safety and efficacy," said Justus Krause-Harder, Vice President and Head of Molecular Tools &amp; Oncology at QIAGEN. "With our expanded dPCR portfolio, we are not only meeting the needs of lentivirus-based therapies but also reaffirming our long-term commitment as a partner for quality control in CGT development and manufacturing."
The additions to QIAGEN's offering of dPCR solutions for lentiviral vectors and their characterization include:
<ul>
<li>The QIAcuity RCL Quant Kit detects replication-competent lentivirus (RCL), a key safety concern in lentiviral vector production. The kit uses clear step-by-step protocols to find even small amounts of RCL, helping therapy developers meet regulations and keep treatments safe.</li>
<li>The new QIAcuity CGT dPCR assays, including eight different wet-lab verified lentiviral targets, are designed for viral vector genome titration (measuring the amount of therapeutic virus particles) and vector copy number (VCN) determination (counting how many copies of a gene are inserted into each cell). The assays offer superior accuracy, reproducibility and speed on the QIAcuity Digital PCR System and enable singleplex and multiplex applications for a streamlined, high-throughput workflow. Together with QIAcuity nanoplates and dedicated master mixes, these assays deliver absolute quantification of viral titer (the concentration of virus particles in a sample) and vector copy number determination, which are crucial for biopharmaceutical manufacturing and quality control processes.</li>
<li>The new CGT Lentivirus Lysis Kit and protocol, combined with QIAcuity CGT dPCR assays, enables vector genome titer quantification with fewer hands-on steps, enhanced accuracy and repeatability. It supports standardized titer quantification from lentivirus particles, promotes robust QC and improved operating procedures, and is ideal for drug development and manufacturing in CGT.</li>
</ul>
These new solutions join the growing portfolio of cell and gene therapy dPCR assays for the biopharma market, including residual DNA quantification kits for commonly used production cell lines such as Human Embryonic Kidney 293 (HEK293), E. coli, and Chinese Hamster Ovary (CHO) cells, mycoplasma quantification kit, adeno-associated virus (AAV) application, viral titer assays and solutions to determine viral vector integrity.

Biotech

General

QIAGEN Expands Digital PCR Portfolio With New Lentivirus Solutions To Strengthen Cell And Gene Therapy Quality Control

Baird analyst Catherine Schulte maintains Qiagen (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/QGEN#NYSE">QGEN</a>) with a Neutral and raises the price target from $42 to $43.

Price Target

Analyst Ratings

Baird Maintains Neutral on Qiagen, Raises Price Target to $43

<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>

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.

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.
Read Next:
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<li><a href="https://www.benzinga.com/news/large-cap/25/04/44658456/sp500-fell-9-1-last-week-and-these-large-cap-stocks-were-obliterated-mar-31-apr-4" target="_blank" rel="noreferrer noopener">S&amp;P500 Fell 9.1% Last Week And These Large Cap Stocks Were Obliterated (Mar 31-Apr 4)</a></li>
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Photo: Shutterstock

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

Press Releases

QIAGEN Expands Its Digital PCR Portfolio With New Lentivirus Solutions to Strengthen Cell and Gene Therapy Quality Control

QIAGEN to Propose Initiation of Annual Cash Dividend for Shareholder Approval at Annual General Meeting

QIAGEN delivers solid Q1 2025 results exceeding outlook; will seek shareholder approval to initiate a dividend and new $500 mn repurchase

QIAGEN announces plans for transition in leadership of Supervisory Board

QIAGEN enhances leading clinical genomics portfolio with acquisition of Genoox AI-powered software

QIAGEN expands digital PCR oncology research portfolio through partnership with ID Solutions

Foresight Diagnostics and QIAGEN Announce Strategic Partnership to Advance Development of Companion Diagnostic Kits for Lymphoma

QIAGEN expands portfolio for minimal residual disease (MRD) testing in oncology with new strategic partnerships

Tracer Biotechnologies Announces Strategic Partnership with QIAGEN to Advance Blood-Based MRD Testing for Solid Tumors

QIAGEN and Incyte Announce Precision Medicine Collaboration to Develop Companion Diagnostics for Patients With Mutant CALR-expressing Myeloproliferative Neoplasms (MPNs)

Baird

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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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