CSL Bulls Say Margin Forecasts Are Overly Optimistic -- Market Talk

Dow Jones06-09

0043 GMT - CSL's bulls at UBS think analysts elsewhere are too optimistic about the scale of margin improvement the Australian biotech can deliver in its next fiscal year. UBS analysts keep a buy rating on the stock but warn clients in a note that the consensus forecast of a 90-basis-point margin expansion at CSL's plasma-product business is too high. They expect to see an improvement on a 10% lift in collections per donor, which they say will help offset price and competitive pressures. However, there will be no return to pre-Covid levels, they add. The UBS analysts are untroubled by the hefty impairments CSL has announced. UBS cuts its target price 9.7% to A$158.00. Shares are up 0.6% at A$98.49. (stuart.condie@wsj.com)

(END) Dow Jones Newswires

June 08, 2026 20:43 ET (00:43 GMT)

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However, there will be no return to pre-Covid levels, they add. The UBS analysts are untroubled by the hefty impairments CSL has announced. UBS cuts its target price 9.7% to A$158.00. Shares are up 0.6% at A$98.49. 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UBS analysts keep a buy rating on the stock but warn clients in a note that the consensus forecast of a 90-basis-point margin expansion at CSL's plasma-product business is too high. They expect to see an improvement on a 10% lift in collections per donor, which they say will help offset price and competitive pressures. However, there will be no return to pre-Covid levels, they add. The UBS analysts are untroubled by the hefty impairments CSL has announced. UBS cuts its target price 9.7% to A$158.00. Shares are up 0.6% at A$98.49. (stuart.condie@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 08, 2026 20:43 ET (00:43 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"CSL","symbol_name":"卡莱尔伙伴","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2642745862","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2642745862","pubTimestamp":1780965780,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0043 GMT - CSL's bulls at UBS think analysts elsewhere are too optimistic about the scale of margin improvement the Australian biotech can deliver in its next fiscal year. 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