$SOLV

Stifel Adjusts Price Target on Solventum to $100 From $90

Solventum (SOLV) has an average rating of overweight and mean price target of $95, according to analysts polled by FactSet.Price: $84.40, Change: $-3.08, Percent Change: -3.52%

KeyBanc Adjusts Price Target on Solventum to $102 From $93

Solventum (SOLV) has an average rating of overweight and mean price target of $95, according to analysts polled by FactSet.Price: $84.40, Change: $-3.08, Percent Change: -3.52%

UBS Adjusts Price Target on Solventum to $101 From $95, Maintains Buy Rating

Solventum (SOLV) has an average rating of overweight and mean price target of $95, according to analysts polled by FactSet.Price: $83.86, Change: $-3.61, Percent Change: -4.13%

Solventum Q2 Adjusted Earnings, Revenue Rise; Shares Gain After Hours

Solventum (SOLV) reported Q2 adjusted diluted earnings late Wednesday of $2.55 per share, up from $1.69 a year earlier.Analysts polled by FactSet expected $1.90.Net sales in the three months ended June 30 rose to $2.21 billion from $2.16 billion a year earlier.Analysts projected $2.15 billion.The company raised full-year adjusted EPS guidance to $7.10 to $7.20 from the prior forecast of toward the upper end of the range of $6.40 to $6.60.Analysts project $6.55.Solventum shares rose 3.8% in after-hours trading.

UBS Upgrades Solventum to Buy From Neutral, Adjusts Price Target to $95 From $78

Solventum (SOLV) has an average rating of overweight and mean price target of $85.83, according to analysts polled by FactSet.Price: $85.45, Change: $+4.98, Percent Change: +6.19%

BMO Capital Initiates Coverage on Solventum With Market Perform Rating, $81 Price Target

Solventum Seen Positioned for Meaningful Re-Rating Over Next 12 to 18 Months, Wedbush Says

Solventum (SOLV) shows a convergence of catalysts that should drive a meaningful valuation re-rating over the next 12 to 18 months, Wedbush Securities said in a Friday research note.The brokerage said its investment thesis on Solventum centers on the divestiture or spin-off of its non-core Dental Solutions and Health Info Systems segments, adding that these businesses are "strategically misaligned" with the core Medical Surgical segment.With activist investor Trian escalating its campaign for portfolio simplification, the company's "Transform for the Future" program targets EBIT margins between 23% and 25% by fiscal 2028 and includes the $4 billion Purification & Filtration divestiture. Wedbush said Solventum is seeing a convergence of catalysts that could unlock shareholder value.The investment firm added that Solventum's stock offers an attractive entry point at current levels for investors seeking exposure to a differentiated medical technology portfolio with identifiable near-term catalysts, activist accountability, and a clear path to pure-play re-rating.Wedbush initiated coverage with an outperform rating and a $94 price target.Price: $75.43, Change: $+1.01, Percent Change: +1.36%

Wedbush Initiates Solventum at Outperform With $94 Price Target

Solventum (SOLV) has an average rating of overweight and mean price target of $83, according to analysts polled by FactSet.

Research Alert: CFRA Maintains Hold On Shares Of Solventum Corporation

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our 12-month price target by $6 to $76, reflecting an 11.6x multiple of our 2026 EPS estimate, in line with the 11.6x historical forward average since spin-off from 3M in 2024. We raise our 2026 EPS estimate to $6.57 from $6.46 and lower our 2027 estimate by $0.03 to $7.03. We think SOLV continues to demonstrate progress with the separation from 3M, having exited over 50% of the transition service agreements with a target to exit over 90% by year-end. In addition, over 75% of system applications have been migrated, according to Q1 earnings commentary. The company maintained the $100M-$120M estimate of tariff headwinds against 2026 earnings. However, this estimate was made based on tariff dynamics prior to the U.S. Supreme Court's recent ruling against the IIEPA tariffs, adding some uncertainty to SOLV's near-term financial outlook, in our view, as the company awaits more information about potential refund dynamics.

UBS Adjusts Price Target on Solventum to $78 From $82, Maintains Neutral Rating

Solventum (SOLV) has an average rating of hold and mean price target of $82.36, according to analysts polled by FactSet.Price: $71.77, Change: $+2.71, Percent Change: +3.93%

Research Alert: Solventum: Broad-based Q1 Growth, Guidance Maintained

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:SOLV delivered Q1 adj. EPS of $1.48 (+10.6% Y/Y), beating consensus of $1.35, while reported sales declined 3.0% Y/Y to $2.0B due to the Purification and Filtration divestiture, though organic sales grew 2.1%. Segment performance was broadly supportive, with Advanced Wound Care posting 10.9% reported growth (benefiting from the December Acera acquisition) and 2.1% organic growth, Dental Solutions achieving 3.4% organic growth, Health Information Systems delivering 4.7% organic growth, and core MedSurg (61% of sales) growing 1.2% organically. Management reaffirmed full-year 2026 guidance with confidence, expecting organic sales growth of 2.0% to 3.0% and adj. EPS toward the high end of the $6.40 to $6.60 range. Adj. gross margin improved 80 bps Y/Y to 56.4%, though adj. operating margin compressed 20 bps to 19.5% as tariff and inflation pressures offset operational improvements. Operating cash flow turned negative at $(189)M vs $29M prior year, though management maintains full-year guidance of ~$200M.

Update: Trian Urges Solventum to Create Value in Letter to Board

(Updates with Solventum's response to a request for comment.)Solventum (SOLV) is being significantly "under-managed" following its spin-out from 3M (MMM) and must take steps to restore its performance, Trian Fund Management said Thursday in an open letter to Solventum's board.Trian, which owns nearly 5% of Solventum, said the company should right-size overhead costs, simplify its portfolio, and improve capital allocation."The Solventum Board and management team have engaged constructively and continuously with Trian since it became a shareholder and fully share the objective of maximizing shareholder value," a Solventum spokesperson toldvia email.Price: $67.60, Change: $+1.11, Percent Change: +1.67%

Trian Urges Solventum to Create Value in Letter to Board

Solventum (SOLV) is being significantly "under-managed" following its spin-out from 3M (MMM) and must take steps to restore its performance, Trian Fund Management said Thursday in an open letter to Solventum's board.Trian, which owns nearly 5% of Solventum, said the company should right-size overhead costs, simplify its portfolio, and improve capital allocation.Solventum didn't immediately reply to a request for comment from.Price: $67.36, Change: $+0.87, Percent Change: +1.31%

Trian Urges Solventum to Create Value in Open Letter to Board

Trian Urges Solventum to Create Value in Open Letter to Board

Piper Sandler Adjusts Solventum PT to $92 From $98, Maintains Overweight Rating

Solventum (SOLV) has an average rating of Hold and mean price target of $85.91, according to analysts polled by FactSet.Price: $71.41, Change: $+2.53, Percent Change: +3.67%