HSIC Henry Schein, Inc. Loading... : Bullish and Bearish Analyst Opinions

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17:34
Aug 10
Ann Berry Founder, Threadneedle Ventures Bloomberg Markets
Henry Schein cheap AI-enhanceable healthcare distributor.
Henry Schein is a $10 billion market cap healthcare distribution company serving veterinary clinics and doctors' offices. It is a massive, recession-resistant business not going away, and it trades north of 11 times EBITDA, making it an attractive AI-enhanceable play.
HSIC
MED
12:00
May 05
Management expresses confidence in achieving 2026 guidance, citing strong Q1 results marked by market share gains and gross margin expansion, although it acknowledges macro uncertainties like oil prices and tariffs are being monitored.
HSIC
HIGH
18:34
Feb 26
Ann Berry Founder, Threadneedle Ventures Bloomberg Markets
Henry Schein is a $10B market cap healthcare distributor trading at ~11x EBITDA. Healthcare demand is rising and is not "AI-displaceable" (physical goods to vets/doctors). However, the business is "AI-Enhanceable" via better demand planning and SKU management, which can expand margins. LONG. A value play in an expensive market. Healthcare regulatory changes.
13:00
Feb 24
Stanley Bergman Chairman and CEO, Henry Schein, Inc. HSIC Q4 FY25 call
Management sees accelerating momentum, with strong sales growth across all segments and a positive outlook for 2026, driven by market share gains, new product launches, and successful execution of strategic plans.
HSIC
HIGH

About HSIC Analyst Coverage

Buzzberg tracks HSIC (Henry Schein, Inc.) across 2 sources. 2 bullish vs 0 bearish calls from 3 analysts. Sentiment: predominantly bullish (50%). 4 total trade ideas tracked. Latest voices: Ann Berry, Fred Lowry, Stanley Bergman.