RBC, 로슈 신규 커버리지 개시 — 아웃퍼폼(매수), 목표주가 400스위스프랑
RBC Capital initiated coverage of Roche (ROG) with an Outperform rating and a CHF 400.00 price target, highlighting "underappreciated pipeline potential" alongside core business strength. UBS reaffirmed its Buy rating with a CHF 376.00 target, citing a strong Q2 2026 where pharma revenue "exceeded consensus expectations by about 1 percent," with oncology drugs Hemlibra, Tecentriq, and Perjeta outperforming internally. Bernstein raised its target to CHF 434.50, arguing that "improved research and development productivity and a promising pipeline of upcoming events" justified the higher valuation. Roche shares have delivered 29.7% returns over the past year, trading between the 52-week low (CHF 252.20) and recent high (CHF 375.80).
요약
- RBC캐피털, 로슈 신규 커버리지 개시 — 아웃퍼폼(매수), 목표주가 400스위스프랑
- 같은 날 UBS 매수 재확인(376프랑), 번스타인은 434.5프랑으로 상향
- 핵심 논거는 '저평가된 파이프라인 잠재력' — 종양학 신약 3종이 내부 기대치 상회
- 위험: 52주 최고가(375.8프랑) 근접해 추가 상승엔 실적 지속 확인 필요
- 결론: 3개 하우스 동시 낙관 — 유럽 제약 대형주 중 드문 컨센서스 강세
원문: ad-hoc-news.de — Roche Holding stock gains on new RBC and UBS optimism