CAH Cardinal Health, Inc. Loading... : Bullish and Bearish Analyst Opinions
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23:55
Sep 02
Sep 02
Cardinal Health is a cheap healthcare winner.
Cardinal Health is a high-quality healthcare distributor seeing rotation inflows away from expensive tech; it has been shifting to specialty pharma, generics, and higher-margin businesses, revenue misses stem from drug pricing while its fee-for-service volume model still works, and FY27 guidance implies 13-15% earnings growth at less than 20x earnings, a cheap safe haven.
HIGH
12:30
Aug 11
Aug 11
Management is confident in continued momentum, guiding FY27 EPS growth above its long-term target of 12-14%, driven by strong pharma demand and execution.
HIGH
12:07
Aug 11
Aug 11
Premarket movers report shows Mag 7 stocks mixed while ACVA, BW, CAH, P, FRMI, PLUG, RPD.
Premarket movers report shows Mag 7 stocks mixed while ACVA, BW, CAH, P, FRMI, PLUG, RPD, and RIOT rise on earnings or deal news, with HIMS and ONON falling on weak forecasts.
11:32
Aug 11
Aug 11
US pre-market movers show mixed futures with notable individual stock reactions.
US pre-market movers show mixed futures with notable individual stock reactions including Intel's increased share sale, Getty's surprise loss, Riot's AI data center deal, and several earnings-driven moves across the board.
11:25
Aug 11
Aug 11
Cardinal Health reports strong fourth quarter revenue and EPS growth with CEO expressing.
Cardinal Health reports strong fourth quarter revenue and EPS growth with CEO expressing confidence in fiscal 2027 momentum and shareholder value creation.
10:48
Aug 11
Aug 11
Cardinal Health beats adjusted earnings estimates but misses revenue expectations while guiding.
Cardinal Health beats adjusted earnings estimates but misses revenue expectations while guiding fiscal 2027 adjusted EPS above consensus.
10:48
Aug 11
Aug 11
Cardinal Health beats adjusted EPS and operating income estimates but misses revenue.
Cardinal Health beats adjusted EPS and operating income estimates but misses revenue expectations while guiding 2027 EPS above consensus.
12:30
Aug 05
Aug 05
After lapping customer losses, the US segment expects its strongest organic growth of the year in the fiscal fourth quarter, implying a significant decoupling from broader macro trends. — This suggests market share gains or durable tailwinds in the US specialty distribution market.
MED
00:55
Jul 05
Jul 05
BofA raised price target on CAH; framed as late-cycle defensive positioning.
BofA raised price target on CAH; framed as late-cycle defensive positioning in a grinding-higher but potentially choppy market.
MED
23:44
Jul 01
Jul 01
Health insurers and drug distributors are undervalued.
Health insurers and drug distributors deserve to trade higher. Cardinal Health had a great quarter obscured by sector rotation, and CVS gains will be long-lasting.
HIGH
12:30
Apr 30
Apr 30
Management raised full-year EPS and FCF guidance, citing strong pharma demand, operational execution, and robust performance across growth businesses, indicating confidence in continued momentum.
HIGH
13:53
Apr 24
Apr 24
Cardinal Health high growth at discount.
Cardinal Health has been unjustly sold off, repeatedly beating estimates, shifting from a pure middleman to a service provider for specialty chains, offering high growth at less than 20 times earnings.
HIGH
23:55
Apr 23
Apr 23
Cardinal Health undervalued, beats estimates.
Cardinal Health has been annihilated without reason due to a rotation out of healthcare. It repeatedly beats estimates, shifts its model from middleman to services provider, and trades at less than 20x earnings with high growth.
HIGH
00:29
Feb 24
Feb 24
Watch CAH on nuclear medicine distribution stability.
Watch CAH as the Tc-99 delay at BWXT reduces near-term supply chain disruption risks, supporting stability in nuclear medicine distribution.
MED
00:44
Feb 07
Feb 07
Medical distributors and managed care are performing well. * McKesson (MCK) & Cardinal Health (CAH): "Classic drug middlemen." They are consistent winners; buy them anytime they dip. * CVS Health (CVS): The only health insurer to own. It is now the last real national drugstore chain (with Walgreens private and Rite Aid closed) and is undervalued as a managed care play.
13:30
Feb 05
Feb 05
Management raised full-year EPS guidance for the second time this year to $10.15-$10.35, representing 23-26% growth, driven by broad-based demand strength and strong operational execution across all five segments.
HIGH
21:30
Feb 04
Feb 04
The health of sale accounting for Norway contributed $0.05 to adjusted EPS this quarter, and the full-year guidance includes a $70 million operating profit contribution from the divested business, which is a low-margin drag that will be removed from FY2027. — Pro forma for the exit, distribution margins and growth rates will appear cleaner in the next fiscal year, potentially making the core business look stronger vs. peers like Cardinal Health and AmerisourceBergen.
MED
13:30
Feb 04
Feb 04
Cencora's US operating income growth of 21% in Q1 was aided by the 'loss of an oncology customer' to a competitor, implying a competitor (likely McKesson or Cardinal Health) gained a major oncology distribution contract. — Indicates a competitive share shift in oncology distribution, where a large customer was acquired by a competitor.
MED
About CAH Analyst Coverage
Buzzberg tracks CAH (Cardinal Health, Inc.) across 9 sources. 5 bullish vs 0 bearish calls from 14 analysts. Sentiment: predominantly bullish (28%). 18 total trade ideas tracked. Past 7 days: 1 bullish. Latest voices: Jim Cramer, Erin Ault, zerohedge.