Healthcare Solutions Trends And M&A Prospects: AmerisourceBergen Gets A Price Target Hike Amid Upside Scenarios
Healthcare Solutions Trends And M&A Prospects: AmerisourceBergen Gets A Price Target Hike Amid Upside Scenarios
医疗保健解决方案的趋势和并购前景：在上行情景中，AmeriSourceBergen 将目标价上调
- Mizuho analyst Ann Hynes reiterated a Neutral rating on the shares of AmerisourceBergen Corporation (NYSE:ABC), raising the price target to $174 from $170.
- After delivering solid results in Q2, AmerisourceBergen raised revenue and adjusted operating income growth guidance.
- For FY23, AmerisourceBergen expects adjusted EPS in the range of $11.70-$11.90, up from prior guidance of $11.50-$11.75
- The analyst believes that the increased guidance was mainly driven by improving core U.S. Healthcare Solutions trends, a lower share count, and, importantly, updated FX, which is now expected to be a slight tailwind in the back half of FY2023.
- While discussing upside scenarios, the analyst notes that future potential M&A opportunities create additional growth opportunities, driving better-than-expected earnings accretion.
- These apart, incremental share repurchase or debt pay down can help AmerisourceBergen to diversify away from variable rate debt and lessen exposure to the rising interest rate environment.
- Price Action: ABC shares are trading higher by 0.68% at $168.01 on the last check Wednesday.
- 瑞穗分析师安·海因斯重申了对瑞穗股票的中性评级 AmerisourceBergen 纽约证券交易所代码：ABC），将目标价从170美元上调至174美元。
- 在第二季度取得稳健业绩之后，AmeriSourceBergen 增加收入和调整后的营业收入增长指引。
- AmeriSourceBergen预计，23财年调整后的每股收益将在11.70美元至11.90美元之间，高于之前预期的11.50美元至11.75美元
- 这位分析师认为，指引的增加主要是由美国医疗保健解决方案核心趋势的改善、股票数量的减少以及重要的是更新外汇所推动的，现在预计 FY2023 的后半部分将出现小幅顺风。
- 在讨论上行情景时，分析师指出，未来的潜在并购机会创造了额外的增长机会，推动了好于预期的收益增长。
- 除此之外，增量股票回购或债务偿还可以帮助AmeriSourceBergen实现多元化，摆脱浮动利率债务，减少利率上升环境的风险。
- 价格走势： 在周三的最后一张支票中，美国广播公司股价上涨0.68％，至168.01美元。