MCK McKesson Corporation Loading... : Bullish and Bearish Analyst Opinions
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20:30
Aug 05
Aug 05
Management raised full-year EPS guidance on the back of strong Q1 performance and raised NAP operating profit growth expectations, signaling confidence in sustained momentum for the rest of the year.
HIGH
20:19
Aug 05
Aug 05
McKesson beats first quarter revenue and adjusted EPS estimates while raising its full year.
McKesson beats first quarter revenue and adjusted EPS estimates while raising its full year adjusted EPS guidance range.
20:17
Aug 05
Aug 05
McKesson reported first quarter revenue of 105.4 billion dollars.
McKesson reported first quarter revenue of 105.4 billion dollars, beating the 103.96 billion estimate, with adjusted EPS of 9.93 versus 9.53 expected and adjusted operating income of 1.65 billion versus 1.57 billion.
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
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
23:05
Jun 03
Jun 03
A $2.25 billion leveraged loan for McKesson's medical-surgical unit priced on Wednesday ahead.
A $2.25 billion leveraged loan for McKesson's medical-surgical unit priced on Wednesday ahead of its planned IPO.
20:30
May 07
May 07
Guidance for FY27 EPS growth of 12-14% (14-16% ex-Norway divestiture and one-time gains) is at the upper end of the long-term target, driven by continued momentum in oncology, specialty distribution, and biopharma services, along with ongoing share repurchases.
HIGH
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.
21:30
Feb 04
Feb 04
Management is confident in sustained double-digit growth, driven by oncology/biopharma momentum, stable utilization, and a favorable manufacturing pricing environment, leading to an upward revision in full-year EPS guidance.
HIGH
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
15:00
Feb 04
Feb 04
McKesson is pre-leasing a new development adjacent to a Baylor Scott and White Hospital in Dallas, signaling its expansion and commitment to the outpatient medical space.
HIGH
About MCK Analyst Coverage
Buzzberg tracks MCK (McKesson Corporation) across 5 sources. 2 bullish vs 0 bearish calls from 9 analysts. Sentiment: predominantly bullish (18%). 11 total trade ideas tracked. Latest voices: Kenny Chung, LiveSquawk, FirstSquawk.