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Piper Sandler lowers Becton Dickinson stock price target on growth concerns
| USA | economy

Piper Sandler lowers Becton Dickinson stock price target on growth concerns

#Piper Sandler #Becton Dickinson #Price Target #Medical Technology #Organic Growth #Stock Valuation #Investment Analysis

📌 Key Takeaways

  • Piper Sandler reduced the price target for Becton Dickinson from $305 down to $290.
  • The financial institution maintained its 'Overweight' rating on the medical tech firm despite the target cut.
  • Primary concerns cited by analysts include sluggish organic revenue growth and difficulties in margin expansion.
  • The firm faces a combination of stiff competition and macroeconomic pressures affecting its global operations.

📖 Full Retelling

Investment bank Piper Sandler lowered its price target for Becton Dickinson (BD) shares from $305 to $290 during a morning briefing on Tuesday, citing persistent concerns over the medical technology giant’s organic growth potential and future margin expansion. The analysts' decision followed a comprehensive review of the company’s recent performance and the broader macroeconomic challenges facing the healthcare sector, prompting a more cautious outlook on the stock's valuation. While the firm maintained an 'Overweight' rating, the reduction reflects a shift in market sentiment as investors weigh long-term profitability against near-term headwinds. At the core of Piper Sandler’s assessment is the projected slowdown in organic revenue growth, which has been exacerbated by fluctuating demand in several surgical and diagnostic segments. Analysts noted that Becton Dickinson is currently navigating a complex period of integration following recent acquisitions, while also facing increased competition in its core product lines. The lower price target signals to the market that while the company remains a major player in the medical devices space, its path to meaningful earnings acceleration may be longer than previously anticipated. Beyond the internal growth metrics, the adjustment serves as a reflection of the tightening appetite for high-valuation stocks within the medical equipment industry. Rising operational costs and supply chain complexities continue to provide a difficult backdrop for margin improvements, an area where BD has faced scrutiny from institutional investors. By adjusting the price target to $290, Piper Sandler is aligning its expectations with a more conservative growth trajectory, emphasizing that the company must deliver more consistent quarterly results to reclaim its former premium valuation.

🏷️ Themes

Finance, Healthcare, Stock Market

📚 Related People & Topics

Health technology

Application of organized knowledge and skills to solve health problems

Health technology is defined by the World Health Organization as the "application of organized knowledge and skills in the form of devices, medicines, vaccines, procedures, and systems developed to solve a health problem and improve quality of lives". This includes pharmaceuticals, devices, procedur...

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Piper Sandler Companies

Piper Sandler Companies

American financial services company

Piper Sandler Companies is an American multinational investment bank and financial services company, focused on mergers and acquisitions, financial restructuring, public offerings, public finance, institutional brokerage, investment management, and securities research. Through its principal subsidia...

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BD (company)

BD (company)

American biotechnology Company

Becton, Dickinson and Company (BD; also Becton Dickinson or Becton) is an American multinational medical technology company that manufactures and sells medical devices, instrument systems, and reagents. BD also provides consulting and analytics services in certain areas. BD is ranked #211 in the 20...

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📄 Original Source Content
try{ var _=i o; . if(!_||_&&typeof _==="object"&&_.expiry As Claude disrupts stock market, Anthropic researcher warns ’world is in peril’ Gold, silver prices rise amid U.S.-Iran tensions, blowout January payrolls data Dow halts three-day win streak as blowout jobs data curbs rate cut bets Citi pushes back Fed rate cuts to May after blowout January jobs report (South Africa Philippines Nigeria) Piper Sandler lowers Becton Dickinson stock price target on growth concerns Analyst Ratings Published 02/10/2026, 09:26 AM Piper Sandler lowers Becton Dickinson stock price target on growth concerns 0 BDX 5.21% Investing.com - Piper Sandler has reduced its price target on Becton Dickinson (NYSE:BDX) to $170.00 from $205.00 while maintaining a Neutral rating on the medical technology company. This target sits well below the current stock price of $207.39 and appears conservative compared to InvestingPro ’s Fair Value assessment, which suggests BDX is currently undervalued despite trading at a P/E ratio of 34.29. The adjustment follows Becton Dickinson ’s fiscal first-quarter results, which showed revenue of $5,252 million, representing a 0.4% year-over-year increase on a constant currency basis. This performance exceeded both Wall Street’s expectations of $5,147 million and management’s guidance for low-single-digit organic sales declines. Looking at the broader picture, BDX has achieved 6.22% revenue growth over the last twelve months, with total revenue reaching $21.92 billion. Despite beating revenue estimates, the company posted flat organic growth, with continued pressure in key areas including Alaris, China, and vaccines. Margins declined year-over-year due to tariffs but still came in slightly ahead of consensus, contributing to an earnings per share of $2.91, which beat expectations by ten cents. The company maintains a gross profit margin of 47.95% and has remained profitable with diluted EPS of $6.12 over the last twelve months. Piper Sandler noted that the recently c...

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