Schwab Network 对 $MRNA 的判断变化

频道资料 →本频道有 14 位标注的说话人:BFA and JP Morgan、Bank of America、Berenberg、Bird (analyst firm)、CEO、Citigroup、Citizens、JP Morgan Chase、Jefferies、Morgan Stanley、Oppenheimer、Truist、UBS、Wall Street Journal共 1 条
2026-09-30看跌
《Wednesday's First Moves: MRNA Downgrade, BA Jet Contract, JBL Earnings》Citigroup
MRNA 应予卖出;Citi 将其下调至卖出,目标价 80 美元(下行空间超过 60%),因癌症试验推动的 200% 涨幅已被充分定价,且估值假设了未来肿瘤领域的过度成功。

我们将 Moderna 视为一个“卖出”标的。花旗今天给予其“卖出”评级。此前 Moderna 近期表现强劲,得益于一些积极的试验结果。他们将其评级从“中性”下调至“卖出”。与此同时,他们上调了该股的目标价,但仅上调至 80。

这是从 60 上调而来。因此,在今天之前,他们的展望并不十分乐观。这意味着较昨日收盘水平有超过 60% 的潜在下跌空间。

We view Moderna as a "sell" product. Citigroup gave it a "sell" rating today. This comes after Moderna's recent strong performance, thanks to some positive trial results . They have downgraded its rating to "Sell" from " Neutral".

At the same time, they raised the target price for the stock, but only to 80. This is a rise from 60. So, their outlook wasn't very positive before today. This means a potential drop of more than 60% from yesterday's closing levels.