Healthcare Solutions Trends And M&A Prospects: AmerisourceBergen Gets A Price Target Hike Amid Upside Scenarios
Healthcare Solutions Trends And M&A Prospects: AmerisourceBergen Gets A Price Target Hike Amid Upside Scenarios
醫療保健解決方案的趨勢和併購前景：在上行情景中，AmeriSourceBergen 將目標價上調
- Mizuho analyst Ann Hynes reiterated a Neutral rating on the shares of AmerisourceBergen Corporation (NYSE:ABC), raising the price target to $174 from $170.
- After delivering solid results in Q2, AmerisourceBergen raised revenue and adjusted operating income growth guidance.
- For FY23, AmerisourceBergen expects adjusted EPS in the range of $11.70-$11.90, up from prior guidance of $11.50-$11.75
- The analyst believes that the increased guidance was mainly driven by improving core U.S. Healthcare Solutions trends, a lower share count, and, importantly, updated FX, which is now expected to be a slight tailwind in the back half of FY2023.
- While discussing upside scenarios, the analyst notes that future potential M&A opportunities create additional growth opportunities, driving better-than-expected earnings accretion.
- These apart, incremental share repurchase or debt pay down can help AmerisourceBergen to diversify away from variable rate debt and lessen exposure to the rising interest rate environment.
- Price Action: ABC shares are trading higher by 0.68% at $168.01 on the last check Wednesday.
- 瑞穗分析師安·海因斯重申了對瑞穗股票的中性評級 AmerisourceBergen 紐約證券交易所代碼：ABC），將目標價從170美元上調至174美元。
- 在第二季度取得穩健業績之後，AmeriSourceBergen 增加收入和調整後的營業收入增長指引。
- AmeriSourceBergen預計，23財年調整後的每股收益將在11.70美元至11.90美元之間，高於之前預期的11.50美元至11.75美元
- 這位分析師認爲，指引的增加主要是由美國醫療保健解決方案核心趨勢的改善、股票數量的減少以及重要的是更新外匯所推動的，現在預計 FY2023 的後半部分將出現小幅順風。
- 在討論上行情景時，分析師指出，未來的潛在併購機會創造了額外的增長機會，推動了好於預期的收益增長。
- 除此之外，增量股票回購或債務償還可以幫助AmeriSourceBergen實現多元化，擺脫浮動利率債務，減少利率上升環境的風險。
- 價格走勢： 在週三的最後一張支票中，美國廣播公司股價上漲0.68％，至168.01美元。
譯文內容由第三人軟體翻譯。
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