Charles River shares face challenges with slower DSA recovery, sees TD Cowen

Published 12/08/2024, 13:42
Charles River shares face challenges with slower DSA recovery, sees TD Cowen

On Monday, TD Cowen adjusted its outlook on Charles River Laboratories International Inc (NYSE:CRL) shares, a company providing essential products and services to help pharmaceutical and biotechnology companies. The firm lowered its price target to $203 from the previous $228 while maintaining a Hold rating on the stock.

The revision reflects concerns ahead of the company's second-quarter performance, particularly related to the Discovery (NASDAQ:WBD) Services and Alliances (DSA) segment.

The market had already anticipated a downward adjustment in the DSA guidance, but a sudden drop in demand from large biopharmaceutical clients was unexpected.

The analyst from TD Cowen noted that conservative spending among biotech companies suggests that a rebound in DSA activity may not occur until well into 2025. This projection casts doubt on the company's long-term financial targets.

Despite the challenges faced by the DSA segment, the analyst highlighted that the Manufacturing Support (MFR) division could be seen as a positive aspect amidst the current situation. However, softness in the Research Models and Services (RMS) area adds to the pressure on Charles River Labs (NYSE:CRL)' performance.

The revised price target and the maintained Hold rating reflect the analyst's view of the company's prospects in light of the recent developments and industry trends. Charles River Labs has not yet issued a public response to the revised price target or the analyst's comments.

InvestingPro Insights

Following TD Cowen's revised outlook on Charles River Laboratories International Inc (NYSE:CRL), real-time data and insights from InvestingPro provide a deeper understanding of the company's financial health and market performance. The market capitalization stands at $10.38 billion, with a P/E ratio of 24.06, indicating how much investors are willing to pay for a dollar of earnings. This is slightly above the adjusted P/E ratio for the last twelve months as of Q2 2024, which is 25.35.

InvestingPro Tips suggest a cautious approach; 13 analysts have recently revised their earnings estimates downwards for the upcoming period, reflecting potential concerns about the company's future profitability. However, it is important to note that the company is expected to remain profitable this year and has been profitable over the last twelve months. The stock has experienced a significant decline over the last week, which could be an opportune moment for investors to consider the stock, depending on their assessment of the company's long-term outlook and risk tolerance.

While Charles River Labs does not pay a dividend, indicating a reinvestment of earnings into the company, investors should consider the full suite of metrics and InvestingPro Tips available. There are additional tips listed on InvestingPro's Charles River Labs page (https://www.investing.com/pro/CRL) that can provide further guidance for those considering an investment in the company.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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