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Investing.com - Evercore ISI upgraded Henry Schein (NASDAQ:HSIC), a $8.3 billion healthcare products distributor with $12.77 billion in annual revenue, from In Line to Outperform on Tuesday, setting a price target of $83.00. According to InvestingPro data, seven analysts have recently revised their earnings estimates upward for the upcoming period.
The upgrade is based on Evercore’s expectation of improved earnings power driven by automation initiatives and the company’s new Global Ecommerce Platform (GEP).
Evercore’s analysis indicates Henry Schein has approximately 200-400 basis points of operating margin improvement opportunity, which could translate to over $7 in earnings per share by 2027.
The research firm anticipates greater salesforce efficiency and continued mix improvement from specialty/tech products and private label offerings will contribute to the company’s performance.
Evercore’s model projects a phased operating improvement ramp while maintaining conservative revenue growth expectations, suggesting potential upside to current estimates.
In other recent news, Henry Schein Inc. reported its second-quarter earnings for 2025, which fell short of expectations. The company missed on earnings per share (EPS) and reported a slight revenue shortfall compared to analyst forecasts. These results were discussed during an earnings call that also outlined various strategic initiatives and market challenges affecting the company’s performance. The earnings miss is a significant development for investors, as it highlights the challenges Henry Schein is currently facing. While the company’s stock dropped following the announcement, the focus remains on how it plans to navigate these hurdles. Analysts and investors are closely monitoring the company’s strategies to improve its financial performance in future quarters.
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