-- CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:
Our 12-month price target of $52 is 31.5x our 2027 EPS estimate (starts at $1.65; 2026 EPS estimate is $1.47), a premium to MDLN's 28.6x forward average since IPO in December 2025. Though MDLN generates significantly lower revenue than large pharma distributors such Cardinal Health (CAH 212 ****), MDLN's vertically integrated model and vast product portfolio supports much stronger operating margins than peers, in our view. We anticipate 8.5%-9.0% sales growth in 2026, toward the high end of MDLN's organic growth guidance, supported by new customer signings, though offset somewhat by potential headwinds for health care utilization levels due to coverage losses from the OBBBA legislation and the recent expiration of the ACA enhanced premium tax credits, which may pose a drag on medical-surgical product sales. Positively, we see strong sales visibility with $2.4B of new customer signings during 2025, including a long-term partnership with the U.S. Department of Veterans Affairs (VA).