IQVIA stock price target raised to $195 from $160 at Jefferies on bookings strength

Published 23/07/2025, 12:06
IQVIA stock price target raised to $195 from $160 at Jefferies on bookings strength

Investing.com - Jefferies raised its price target on IQVIA Holdings (NYSE:IQV) to $195.00 from $160.00 on Wednesday, while maintaining a Hold rating on the $31.85 billion healthcare data and analytics company. According to InvestingPro data, IQVIA shares have surged 18.12% in the past week, though technical indicators suggest the stock is currently overbought.

The firm cited stronger second-quarter bookings as the primary reason for the target increase, particularly highlighting improved performance in IQVIA’s Evidence-Based Practice (EBP) segment, where management reported better request for proposal (RFP) flow and win rates. The company maintains a GREAT financial health score of 3.09 on InvestingPro, with comprehensive analysis available in the Pro Research Report.

Despite the bookings improvement, Jefferies noted that IQVIA’s fiscal year 2025 Research & Development Solutions (R&DS) revenue forecast was revised downward due to delayed decision-making across large pharmaceutical and biotech companies, an issue management had previously communicated.

The firm observed that IQVIA’s Technology & Analytics Solutions (TAS) segment continues to show strength derived from Real-World Evidence ( RWE (LON:0HA0)), though it cautioned that comparisons will become more challenging in the second half of the year.

Jefferies raised its fiscal year 2026 revenue and earnings per share estimates for IQVIA based on the improved bookings trajectory, which supported the higher price target, while maintaining its Hold rating on the stock.

In other recent news, IQVIA Holdings Inc. reported impressive earnings for the second quarter of 2025, surpassing expectations. The company’s earnings per share (EPS) reached $2.81, exceeding the forecast of $2.77. Revenue also outperformed predictions, totaling $4.017 billion compared to the anticipated $3.96 billion. This strong performance reflects a robust demand environment, particularly in the pharmaceutical and biotech sectors. Additionally, Evercore ISI raised its price target for IQVIA to $220 from $180, maintaining an Outperform rating. The research firm highlighted the company’s solid second-quarter Research & Development Solutions revenues and improved bookings as key factors. These developments indicate a positive outlook for IQVIA, with analysts recognizing the company’s growth potential.

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