Street Calls of the Week
Investing.com - UBS has upgraded H.U. Group Holdings Inc (TYO:4544) from Neutral to Buy while raising its price target to JPY5,150.00 from JPY3,430.00.
The upgrade comes after H.U. Group’s Alzheimer’s disease blood test reagent received approval in the United States in May 2025, becoming the first in-vitro blood diagnostic to aid in Alzheimer’s disease diagnosis.
The product posted sales of ¥1.7 billion in Q1 FY3/26, doubling year-over-year as demand expanded sharply following the regulatory approval.
UBS analyst Tomoko Yoshihara forecasts that earnings will surpass consensus estimates due to contributions from the Alzheimer’s diagnostic product.
The new price target is based on FY3/23-25 average EV/EBITDA of 7.8X, up from the previous 5.7X, to account for the product’s full contribution to earnings.
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