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On Tuesday, Stifel analysts maintained a Hold rating on Revvity Inc (NYSE:RVTY) with a steady price target of $120.00, falling within the broader analyst range of $102-$162. The company’s first-quarter performance was highlighted as strong, despite prevailing macroeconomic challenges. With a market capitalization of $11.24 billion and annual revenue of $2.76 billion, Revvity’s organic growth met expectations, showing above-peer levels, coupled with a robust bottom-line beat. According to InvestingPro analysis, the stock is currently trading near its 52-week low of $88.53, while maintaining a GOOD overall financial health score.
The analysts noted that Revvity is poised to face significant margin pressures in the second quarter due to tariffs. Despite these challenges, the company maintains strong liquidity with a current ratio of 3.6, providing financial flexibility. Additionally, the company’s U.S. academic customers are exercising caution. However, Revvity’s reproductive health sector has been performing well, and its software business, which saw over 20% growth, is projected to expand further in the next quarter. For deeper insights into Revvity’s financial health and growth prospects, InvestingPro subscribers can access comprehensive analysis and additional ProTips.
Management at Revvity has been proactive in addressing the potential risks imposed by tariffs. They have been expanding manufacturing capacity, which is anticipated to be completed by the end of June. This expansion is expected to neutralize 75-80% of the tariff impacts in the second half of 2025. With additional cost reductions and initiatives, the company aims to fully mitigate the remaining tariff impacts in the latter half of the year.
The Stifel report reflects a positive outlook on Revvity’s first-quarter achievements, emphasizing the company’s effective execution in a challenging economic environment. The anticipated growth in the software segment and strategic measures to counter tariff impacts are key aspects of Revvity’s approach as it moves into the second quarter of 2025.
In other recent news, Revvity Inc. reported its first-quarter 2025 earnings, surpassing Wall Street expectations with an earnings per share (EPS) of $1.01 against a forecast of $0.95. The company’s revenue also exceeded estimates, totaling $665 million compared to the anticipated $661.92 million. Revvity’s software business achieved over 20% organic growth, contributing to the positive financial results. Analysts have noted the company’s strong financial performance, with firms like Citi and TD Cowen showing interest in Revvity’s tariff mitigation strategies and software business growth. Additionally, Revvity has projected full-year organic growth of 3-5%, with revenue forecasts ranging from $2.83 billion to $2.87 billion. The company’s adjusted EPS guidance is set between $4.90 and $5.00. Revvity also highlighted its strategic product launches and expansion efforts, such as the introduction of the SignalsOne software platform and an alliance with Genomics England. Despite the positive results, the company continues to face challenges like tariff impacts and sluggish growth in key markets.
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