Evercore analyst Elizabeth Anderson CFA upgrades $Cardinal Health (CAH.US)$ to a buy rating, and adjusts the target price from $130 to $140.
According to TipRanks data, the analyst has a success rate of 37.7% and a total average return of -7.6% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Cardinal Health (CAH.US)$'s main analysts recently are as follows:
Cardinal Health has started to exhibit organic growth in the core pharma segment, surpassing its competitors. This performance is anticipated to outperform market expectations in the coming year. The notable expansion stems from gaining new customers and retaining existing ones, alongside a distinct PBM tailwind that could potentially enhance EPS growth by 2-3 percentage points through FY26.
The belief that new customers, strong utilization trends, and recent acquisitions into specialty services will contribute to Cardinal Health achieving adjusted earnings growth exceeding current expectations and generating Pharma segment growth above its 4%-6% long-term target.
The updated guidance suggesting only about 4% adjusted operating income growth for the remainder of FY25 has been deemed conservative, as there appears to be potential for surpassing Cardinal Health's long-term forecasts. Furthermore, the earnings per share for FY25 are likely to exceed expectations, with FY26 anticipated to mark a return to Cardinal's historical compound annual growth rate of 12%-14%.
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Evercore分析師Elizabeth Anderson CFA上調$卡地納健康 (CAH.US)$至買入評級,並將目標價從130美元上調至140美元。
根據TipRanks數據顯示,該分析師近一年總勝率為37.7%,總平均回報率為-7.6%。
此外,綜合報道,$卡地納健康 (CAH.US)$近期主要分析師觀點如下:
Cardinal Health已開始在覈心製藥領域表現出有機增長,超過了競爭對手。預計來年的表現將超過市場預期。顯著的擴張源於獲得新客戶和留住現有客戶,以及明顯的PbM利好勢可能會在26財年之前將每股收益增長2-3個百分點。
相信新客戶、強勁的利用率趨勢以及最近對專業服務的收購將有助於Cardinal Health實現超過當前預期的調整後收益增長,並使製藥板塊的增長超過其4%-6%的長期目標。
最新的指導方針表明,25財年剩餘時間調整後的營業收入增長僅爲4%左右,這被認爲是保守的,因爲似乎有可能超過Cardinal Health的長期預測。此外,25財年的每股收益可能超出預期,預計26財年將標誌着Cardinal恢復12%-14%的歷史複合年增長率。
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