CO COR Cencora Загрузка... : Бычьи и медвежьи мнения аналитиков

JPMorgan raises Cencora price target to 390 from 382 while maintaining a positive outlook.

McKesson's GLP-1 distribution volumes indicate strong market growth in this key category, in which Cencora also competes for share.

Guidance is being raised driven by strong execution, particularly in the US segment and MSOs, with confidence in continued momentum.

Cencora reports fiscal Q3 2026 adjusted EPS and revenue above estimates while raising its.

Health insurers and drug distributors are undervalued.

Cencora (COR) is classified as a Fast Grower, PEG 0.64, and 22% below fair value. The combined Lynch/Soros signal suggests the market is overreacting to temporary headwinds, leaving growth priced in at a discount. A classic value/growth crossover – high earnings growth at a low multiple, with sentiment providing extra margin of safety. Drug pricing pressure, supply chain disruptions, or consolidation in pharma distribution.

Guidance for EPS and operating income was raised, but revenue guidance was slashed due to faster brand-to-biosimilar conversions, slower GLP-1 growth, and other mix shifts, creating a mixed signal.

Cencora's tone is strongly positive, driven by a beat-and-raise quarter, the closure of OneOncology deal, and raised full-year operating income and revenue guidance, reflecting confidence in its specialty and MSO strategy.