Financial Wire

Research Alert: CFRA Initiates Coverage On Shares Of Medline Inc. With A Hold Rating

-- CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:

Our 12-month price target of $52 is 31.5x our 2027 EPS estimate (starts at $1.65; 2026 EPS estimate is $1.47), a premium to MDLN's 28.6x forward average since IPO in December 2025. Though MDLN generates significantly lower revenue than large pharma distributors such Cardinal Health (CAH 212 ****), MDLN's vertically integrated model and vast product portfolio supports much stronger operating margins than peers, in our view. We anticipate 8.5%-9.0% sales growth in 2026, toward the high end of MDLN's organic growth guidance, supported by new customer signings, though offset somewhat by potential headwinds for health care utilization levels due to coverage losses from the OBBBA legislation and the recent expiration of the ACA enhanced premium tax credits, which may pose a drag on medical-surgical product sales. Positively, we see strong sales visibility with $2.4B of new customer signings during 2025, including a long-term partnership with the U.S. Department of Veterans Affairs (VA).

Related Articles

Asia

Market Chatter: Hybe Shares Slip 3% as Police Seek to Arrest Founder over 2020 IPO Probe

Shares of Hybe (KRX:352820) fell nearly 3% to 2,48,000 won in Tuesday morning trade after the Seoul Metropolitan Police Agency sought to arrest the entertainment giant's founder Bang Si-hyuk on charges of misleading early investors before the company's initial public offering in 2020.Bang has also been accused of concealing profit-sharing arrangements tied to a private equity fund, Bloomberg reported Tuesday.Authorities suspect Bang made about 190 billion won in illicit gains. Bang denies any wrongdoing, according to the report.The probe, referred to by the Financial Services Commission last year, has raised concerns related to governance, it said.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)

$KRX:352820
Asia

Eswin Materials Tech's 2025 Loss Widens; Shares Down 4%

Xi'an Eswin Materials Technology's (SHA:688783) net loss attributable to shareholders in 2025 slightly widened year on year to 738.2 million yuan, or 0.21 yuan per share, according to the company's annual report published Tuesday on the Shanghai bourse.The attributable loss a year earlier was 737.6 million yuan, while earnings per share were unchanged from 0.21 yuan a year earlier.Operating revenue climbed 25% to 2.65 billion yuan from 2.12 billion yuan in the previous year.The Chinese semiconductor company's shares dropped 4% during the morning trade.

$SHA:688783
Asia

ISOTeam Secures Contract Worth SG$30 Million; Shares Up 4%

ISOTeam (SGX:5WF) secured SG$30 million worth of contracts, according to a Monday filing with the Singapore Exchange.Shares of the facilities maintenance company were up nearly 4% in Tuesday trading.The contracts include a SG$8.3 million coating and painting projects contract, addition and alteration projects worth SG$6.8 million, repair and redecoration contracts worth SG$5.1 million, electrical work projects worth SG$4.8 million and landscaping projects worth SG$1.4 million.Following the award, the company's current order book stands at around SG$186.5 million.

$SGX:5WF