华尔街最受热议且对市场有影响的研报评级如今汇总于此。以下是由 The Fly 整理的、投资者今日需关 注的研报评级变动。 五大评级上调 华尔街最受热议且对市场有影响的研报评级如今汇总于此。以下是由 The Fly 整理的、投资者今日需关 注的研报评级变动。 五大评级上调 五大评级下调 五大首次覆盖评级 责任编辑：郭明煜 五大评级下调 五大首次覆盖评级 责任编辑：郭明煜 1. 杰富瑞将罗库（ROKU）的评级从 "持有" 上调至 "买入"，目标价从 100 美元上调至 135 美元。该 机构认为，在乐观情形下，罗库的平台营收有望实现 20% 以上的增长。 2. 派珀・桑德勒将 Unity（U）的评级从 "中性" 上调至 "增持"，目标价从 43 美元上调至 59 美元。 该机构表示，进入 2026 年，移动应用广告市场 "态势良好"。BTIG 也将 Unity 的评级从 "中性" 上 调至 "买入"，目标价定为 60 美元。 3. 花旗将赛默飞世尔（TMO）的评级从 "中性" 上调至 "买入"，目标价从 580 美元上调至 660 美 元。该机构认为，赛默飞世尔将受益于制药支出增加以及产业本土化带来的利好。 4. ...

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 analyst ratings page.Considering buying OPCH stock? Here’s what analysts think: Read This Next: Photo via Shutterstock ...

BridgeBio Pharma (BBIO) has surged 145% over the past year, reaching an all-time high of $75.10. BBIO maintains a strong technical profile with a 100% “Buy” Barchart opinion. Revenue is projected to grow 123% this year and 79.63% next year, though earnings will dip 61.11% before rebounding 44.41%. Despite bullish analyst sentiment, BBIO’s 12.3% short interest and volatility warrant caution. Today’s Featured Stock Valued at $13.8 billion, BridgeBio Pharma (BBIO) discovers, develops and innovates ...

Summary of BridgeBio Pharma FY Conference Call (December 03, 2025) Company Overview - **Company**: BridgeBio Pharma (NasdaqGS:BBIO) - **Key Products**: Attruby, Encaleret, BBP-418, Infegratinib - **Focus**: Rare diseases, particularly skeletal dysplasia and muscular dystrophies Key Accomplishments in 2025 - **Attruby Launch**: Successful launch with a run rate of approximately $440 million in revenue, targeting ATTR-CM patients [6][5][8] - **Phase Three Data**: Positive results from two phase three trials, indicating potential curative effects for Encaleret and BBP-418 [6][7] - **Sales Potential**: Estimated peak sales potential of $6 billion for the current pipeline, with $4 billion attributed to Attruby and $1 billion each for Encaleret and BBP-418 [8][9] Market Insights - **ATTR-CM Market**: Estimated market size of $15-20 billion, with BridgeBio projecting Attruby to achieve at least $4 billion in sales [12][11] - **Market Share**: Currently holds over 20% market share in treatment-naive patients [12] - **Competitive Landscape**: Concerns regarding the entry of Tafamidis generics, but BridgeBio emphasizes Attruby's unique clinical data and efficacy [14][19] Clinical Data Highlights - **Attruby Efficacy**: Demonstrated a 50% reduction in cardiovascular hospitalization and a 42% reduction in mortality at 30 months [16] - **Encaleret for ADH1**: Potential billion-dollar market opportunity with a patient population of approximately 12,000 in the U.S. and 25,000 in Europe [22][23] - **BBP-418 for Limb-Girdle Muscular Dystrophy**: First data set showing statistically significant improvement in clinical endpoints, with a market opportunity of about 7,000 patients in the U.S. and Europe [31][34] Future Opportunities - **Infegratinib**: First oral therapeutic option for achondroplasia, targeting both MAPK and STAT1 pathways, with promising phase two data showing significant improvements in height Z-scores [37][39] - **Phase Three Trial**: Anticipated readout in Q1 2026, with a focus on annualized height velocity and proportionality as key endpoints [48][50] Risks and Considerations - **Efficacy Concerns**: Potential variability in treatment effects across different age groups in the phase three trial [59][62] - **Market Competition**: Need to differentiate from existing therapies, particularly in terms of convenience and efficacy [71][72] Conclusion - **Strategic Focus**: BridgeBio is positioned for significant growth in the rare disease market, with a strong pipeline and a commitment to innovative therapies that address unmet medical needs. The upcoming phase three results for Infegratinib will be critical in validating its market potential and competitive positioning.

BridgeBio Pharma (NasdaqGS:BBIO) FY Conference December 02, 2025 10:30 AM ET Company ParticipantsChinmay Shukla - VP of Strategic FinanceModeratorAll right. If we could get started, I'd like to welcome everyone to the Piper Sandler Healthcare Conference. With us is our next company. We have BridgeBio and Justin To, who is head of their Infigratinib, Skeletal Dysplasia program, and Chinmay Shukla, VP of Strategic Finance. Welcome, gentlemen. I guess, you know, first of all, congrats. I think, you know, if I ...

BridgeBio Pharma (BBIO), a mid-cap biotech company, has investors thrilled with its commercial engine scaling following the approval of Acoramidis (brand name Attruby), a therapy for a serious heart condition called transthyretin amyloid cardiomyopathy (ATTR-CM). Additionally, the company is getting ready to introduce potentially three new products in 2026, pending approval. While BBIO stock is up more than 150% year to date, outpacing the S&P 500 Index ($SPX) gain of 15%, Wall Street sees more upside and ...

Core Insights - BridgeBio Pharma, Inc. is a biopharmaceutical company focused on genetic diseases, aiming to discover, create, test, and deliver transformative medicines [2] Company Overview - Founded in 2015, BridgeBio has a pipeline that spans from early science to advanced clinical trials, with a commitment to applying advances in genetic medicine [2] - The company is staffed by experienced professionals in drug discovery and development [2] Upcoming Events - Management will participate in fireside chats at the Piper Sandler Healthcare Conference on December 2 at 10:30 am EST and the EvercoreISI HealthCONx Conference on December 3 at 3:00 pm EST [3] - Live webcasts of these presentations will be accessible on the BridgeBio website, with replays available for 90 days post-event [1]

Core Insights - BridgeBio Pharma Inc (NASDAQ:BBIO) stock has increased by 3.3% to $70.36, reaching a four-year high of $70.60, with a year-over-year gain of 154.9% [1] - The stock's recent performance is supported by low implied volatility, with a Schaeffer's Volatility Index (SVI) of 44%, ranking in the 13th percentile of its annual range, indicating potential for further gains [2] - A high put/call volume ratio of 1.03 and a Schaeffer's put/call open interest ratio (SOIR) of 1.52 suggest a prevailing pessimism in options trading, which could lead to continued upward momentum for the stock [4] - An increase in short interest by 12.8% indicates that 11.8% of BBIO's float is shorted, with a potential for a short squeeze as it would take over eight days for short sellers to cover their positions [5]

Core Insights - BridgeBio (BBIO) has experienced a significant increase of approximately 90% since coverage was initiated in April 2025, becoming the largest position in the portfolio and a primary driver of outperformance [1] Company Performance - The investment strategy involved careful analysis of hundreds of earnings reports to identify potential growth opportunities, leading to the identification of several successful stocks including OPRX, OTRK, FUBO, and PLUG [1]

Core Insights - BridgeBio (BBIO) has experienced a significant increase of approximately 90% since coverage was initiated in April 2025, becoming the largest position in the portfolio and a primary driver of outperformance [1] Group 1: Investment Strategy - The investment strategy involves careful analysis of earnings reports to identify potential growth opportunities, leading to the identification of future winners such as OPRX, OTRK, FUBO, and PLUG [1]