BofA Securities analyst Allen Lutz upgrades $Cardinal Health (CAH.US)$ to a buy rating, and adjusts the target price from $115 to $145.
According to TipRanks data, the analyst has a success rate of 59.9% and a total average return of 5.7% 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's organic growth in its core pharmaceutical segment has started to surpass that of its competitors, which is expected to surpass market expectations over the coming year. This notable growth is derived from both new and existing customers, alongside a distinctive PBM tailwind that is projected to add 2-3 percentage points to EPS growth through FY26.
The analyst describes the current pharmaceutical adjusted operating income guidance of 4-6% as conservative, only implying about 4% AOI growth for the remainder of FY25. They believe there is potential for exceeding Cardinal's long-term guidance. Furthermore, there is anticipated upside to FY25 EPS, with FY26 expected to see a return to Cardinal's 12%-14% compound annual growth rate.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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美銀證券分析師Allen Lutz上調$卡地納健康 (CAH.US)$至買入評級，並將目標價從115美元上調至145美元。
根據TipRanks數據顯示，該分析師近一年總勝率為59.9%，總平均回報率為5.7%。
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在其核心製藥領域的有機增長已開始超過其競爭對手，預計來年將超過市場預期。這種顯著的增長來自新客戶和現有客戶，以及獨特的PbM利好勢頭，預計到26財年，每股收益增長將增加2-3個百分點。
該分析師將當前藥品調整後營業收入預期的4-6％描述爲保守的，僅意味着25財年剩餘時間的AOI增長了約4％。他們認爲有可能超出紅衣主教的長期指導。此外，預計25財年每股收益將有所上漲，預計26財年將恢復到Cardinal12％-14％的複合年增長率。
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