financetom
Personal Finance
financetom
/
Personal Finance
/
Research Alert: CFRA Keeps Hold Opinion On Shares Of Solventum Corporation
News World Market Environment Technology Personal Finance Politics Retail Business Economy Cryptocurrency Forex Stocks Market Commodities
Research Alert: CFRA Keeps Hold Opinion On Shares Of Solventum Corporation
Nov 10, 2025 8:11 AM

10:50 AM EST, 11/10/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

We cut our 12-month price target by $3 to $75 using a forward P/E of 12x our 2026 EPS view of $6.29 (raised by $0.16), in line with historical averages. We lift our 2025 EPS estimate by $0.15 to $6.02. Q3 sales rose 0.7% Y/Y (+2.7% on an organic basis), reflecting positive performance from all segments, primarily in the Dental Solutions and Health Information Systems (HIS) segments. Sales by segment: MedSurg (58% of Q3 sales) +2%, Dental Solutions (16%) +8.4%, Health Information Systems (16%) +6, Purification & Filtration (6%) -29%, and Other (4%) -5%. We note SOLV divested its P&F segment in September. Adj. operating margin declined 220 bps Y/Y to 20.6%, driven by tariffs and higher operating expenses. We believe the divestiture of P&F will allows concentrated investment in higher-margin core health care businesses. However, we keep our Hold view as challenges are likely to include higher opex as it ramps up investment to build out corporate functions as a stand-alone entity and to support its growth strategy.

Comments
Welcome to financetom comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
Related Articles >
Research Alert: CFRA Lowers Opinion On Shares Of Stellantis N.v. To Hold From Buy
Research Alert: CFRA Lowers Opinion On Shares Of Stellantis N.v. To Hold From Buy
Mar 22, 2024
08:30 AM EDT, 03/22/2024 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows: We increase our 12-month target by $2 to $30, based on a '25 P/E of 4.7x, a justified premium to its historical average forward P/E of 4.3x. Our estimates are...
Research Alert: CFRA Lowers Opinion On Shares Of Stellantis N.v. To Hold From Buy
Research Alert: CFRA Lowers Opinion On Shares Of Stellantis N.v. To Hold From Buy
Mar 22, 2024
08:25 AM EDT, 03/22/2024 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows: We increase our 12-month target by $2 to $30, based on a '25 P/E of 4.7x, a justified premium to its historical average forward P/E of 4.3x. Our estimates are...
Research Alert: CFRA Maintains Buy Opinion On Shares Of Apple Inc.
Research Alert: CFRA Maintains Buy Opinion On Shares Of Apple Inc.
Mar 22, 2024
08:20 AM EDT, 03/22/2024 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows: The U.S. is suing AAPL, accusing it of monopolizing the smartphone market by citing that AAPL makes it difficult for competitors to integrate with the iPhone, thus raising prices and...
Research Alert: CFRA Raises Opinion On Shares Of Lululemon Athletica To Strong Buy From Buy
Research Alert: CFRA Raises Opinion On Shares Of Lululemon Athletica To Strong Buy From Buy
Mar 22, 2024
08:15 AM EDT, 03/22/2024 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows: We maintain our 12-month price target of $550, based on 37.9x our FY 25 (Jan.) EPS estimate and below the company's 5-year average forward P/E multiple of 42.7x. We maintain...
Copyright 2023-2026 - www.financetom.com All Rights Reserved