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%.
Note:
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Evercore分析师Elizabeth Anderson CFA上调$卡地纳健康 (CAH.US)$至买入评级，并将目标价从130美元上调至140美元。
根据TipRanks数据显示，该分析师近一年总胜率为37.7%，总平均回报率为-7.6%。
此外，综合报道，$卡地纳健康 (CAH.US)$近期主要分析师观点如下：
Cardinal Health已开始在核心制药领域表现出有机增长，超过了竞争对手。预计来年的表现将超过市场预期。显著的扩张源于获得新客户和留住现有客户，以及明显的PbM利好势可能会在26财年之前将每股收益增长2-3个百分点。
相信新客户、强劲的利用率趋势以及最近对专业服务的收购将有助于Cardinal Health实现超过当前预期的调整后收益增长，并使制药板块的增长超过其4％-6％的长期目标。
最新的指导方针表明，25财年剩余时间调整后的营业收入增长仅为4％左右，这被认为是保守的，因为似乎有可能超过Cardinal Health的长期预测。此外，25财年的每股收益可能超出预期，预计26财年将标志着Cardinal恢复12％-14％的历史复合年增长率。
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