On Nov 02, major Wall Street analysts update their ratings for $IQVIA Holdings (IQV.US)$, with price targets ranging from $235 to $265.
Goldman Sachs analyst Matthew Sykes maintains with a buy rating, and adjusts the target price from $270 to $250.
BofA Securities analyst Michael Ryskin maintains with a buy rating, and maintains the target price at $255.
Barclays analyst Luke Sergott maintains with a buy rating, and adjusts the target price from $260 to $255.
Deutsche Bank analyst Justin Bowers maintains with a buy rating, and adjusts the target price from $270 to $265.
Evercore analyst Elizabeth Anderson CFA maintains with a buy rating, and maintains the target price at $235.
Furthermore, according to the comprehensive report, the opinions of $IQVIA Holdings (IQV.US)$'s main analysts recently are as follows:
The assessment of Iqvia's market indicates stability, with observed bookings issues arising from delays and drug failures, rather than a significant effect from pipeline rationalization.
The company has encountered a challenging industry operating environment. Comments from the company suggest that adjustments related to pharma portfolio prioritizations due to the IRA could be concluding. Moreover, the company seems to be gaining from the pharmaceutical industry's trend of vendor consolidation.
Iqvia's recent performance surpassed consensus expectations in terms of total revenue, adjusted EBITDA, and adjusted EPS. Nonetheless, the company has moderated its 2024 outlook for all metrics, citing challenges such as the Inflation Reduction Act and broader economic factors. Additionally, adjustments to R&DS guidance were made following the delay and cancellation of two significant trials.
There is concern regarding the near-term dynamics of the CRO marketplace, with a significant portion of the company experiencing a slow or weakening trend. It's questioned whether the smaller segment that is showing improvement will contribute more than just providing equilibrium.
Here are the latest investment ratings and price targets for $IQVIA Holdings (IQV.US)$ from 7 analysts:
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美东时间11月2日，多家华尔街大行更新了$艾昆纬 (IQV.US)$的评级，目标价介于235美元至265美元。
高盛集团分析师Matthew Sykes维持买入评级，并将目标价从270美元下调至250美元。
美银证券分析师Michael Ryskin维持买入评级，维持目标价255美元。
巴克莱银行分析师Luke Sergott维持买入评级，并将目标价从260美元下调至255美元。
德意志银行分析师Justin Bowers维持买入评级，并将目标价从270美元下调至265美元。
Evercore分析师Elizabeth Anderson CFA维持买入评级，维持目标价235美元。
此外，综合报道，$艾昆纬 (IQV.US)$近期主要分析师观点如下：
Iqvia的市场评估表明稳定，观察到的预订问题主要源自延迟和药物失败，而不是来自管道优化的显著影响。
公司面临着具有挑战性的行业运营环境。公司的评论表明，由于IRA所致的药品组合优先级调整可能正在结束。此外，公司似乎正在从药品行业的供应商整合趋势中受益。
Iqvia最近的表现超出了市场预期，包括总营收、调整后的息税折旧摊销前利润（EBITDA）和调整后的每股收益（EPS）。然而，公司已经对所有指标调低了2024年的展望，原因包括通胀减缓法案和更广泛的经济因素。此外，在两项重大试验的延迟和取消后，研发支出指引也做出了调整。
人们对CRO市场短期动态表示担忧，公司的一大部分经历了缓慢或呈弱化趋势。有人提出质疑，目前表现出改善迹象的较小部分是否会带来更多的贡献，而不仅仅是提供均衡。
以下为今日7位分析师对$艾昆纬 (IQV.US)$的最新投资评级及目标价：
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