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Research Alert: CFRA Maintains Hold Rating On Shares Of Henry Schein

作者

-- CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:

Our 12-month target of $81 (down from $82), is 13.7x our 2027 EPS estimate, between HSIC's three- and five-year historical forward averages of 13.4x and 14.4x, respectively, balancing operational challenges and near-term growth headwinds with expectations of stable market conditions and gradual profitability improvement from restructuring initiatives, in our view. HSIC maintained 2026 guidance following Q1 results that beat consensus expectations despite modest growth in U.S. Medical due to a less severe cold/flu season. The company is approaching its goal of having high-growth, high-margin businesses contribute 50% of total operating income, a key part of its BOLD+1 strategy. In addition, HSIC expects to complete the U.S. rollout of its henryschein.com platform by the end of August 2026. However, management noted rising oil prices as a risk that could affect freight costs and product pricing. We raise our 2026 EPS view to $5.34 from $5.32 and keep 2027 at $5.91.

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