SOLV: Portfolio Reshaping And Cost Controls Will Improve Outlook For 2025

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

30 Mar 25

Updated

13 Dec 25

Views

201

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

21.2%

7D

-1.4%

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1Y

21.2%

7D

-1.4%

You can edit this narrative until Dec 14 9:05 PM. Then, changes will post as Updates.

Author's Valuation

US$84.364.2% undervalued

AnalystConsensusTarget Fair Value

Shared on 13 Dec 25

Fair value Increased 1.89%

SOLV: Portfolio Streamlining And Buybacks Will Support Balanced, Gradual Upside Ahead

Analysts have modestly raised their price target on Solventum, reflecting an updated fair value estimate of approximately $84.36 from about $82.80, as they factor in the impact of the company's P&F business sale and slightly improved long term valuation assumptions. Analyst Commentary Bullish Takeaways Bullish analysts view the P&F business sale as a cleaner portfolio move that supports a more focused operating model and clearer earnings trajectory.

Shared on 28 Nov 25

Fair value Decreased 1.56%

SOLV: Portfolio Changes And Share Buybacks Will Support Measured Improvement Ahead

Analysts have revised Solventum's price target slightly downward to $82.80 from $84.11. This change reflects updated expectations for revenue growth and profitability following recent strategic changes and portfolio reshaping initiatives.

Shared on 14 Nov 25

Fair value Decreased 1.17%

SOLV: Portfolio Reshaping And Sale Will Drive Momentum Into 2025

Analysts have revised Solventum's price target upward by $3 to $82. They cite recent portfolio changes as well as expectations for an improved cost structure and organic growth.

Shared on 31 Oct 25

Solventum's analyst price target has been raised by $3 to $82, as analysts point to recent portfolio reshaping and the sale of the P&F business as key factors that support an improved outlook. Analyst Commentary Recent analyst updates reflect a mix of positive developments and continued caution surrounding Solventum’s performance and outlook.

Shared on 17 Oct 25

Solventum's analyst price target increased modestly to $82 from $79, as analysts point to the recent divestiture of its P&F business, along with ongoing improvements in its portfolio and cost structure, as key drivers for the update. Analyst Commentary Analyst sentiment on Solventum reflects a balance of cautious optimism and highlighted risks as the company navigates portfolio changes and future growth prospects.

Shared on 03 Oct 25

Fair value Decreased 1.85%

Analysts have modestly lowered their average price target for Solventum by $1.60 to $85.11, citing recent portfolio reshaping and tempered profit margin expectations. Analyst Commentary Recent analyst research reflects a mix of optimism and caution regarding Solventum's future valuation and growth trajectory.

Shared on 04 Sep 25

As there were no material changes in Solventum’s revenue growth or net profit margin forecasts, the consensus analyst price target remains unchanged at $86.71. What's in the News Solventum completed the $4 billion divestiture of its Purification & Filtration business to Thermo Fisher, using most of the $3.4 billion net proceeds to reduce debt and strengthen the balance sheet while raising FY25 organic sales growth, adjusted EPS, free cash flow, and operating margin guidance.

Shared on 07 May 25

Fair value Increased 7.03%

Shared on 30 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

AnalystConsensusTarget has increased revenue growth from 0.5% to 0.7%.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 4.73%

AnalystConsensusTarget has decreased revenue growth from 1.3% to 0.5%.

AnalystConsensusTarget Fair Value

US$84.36

4.2% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

0.18%

Medical Equipment revenue growth rate

7.37%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.51%

Calculation

US$2.71b

Earnings '28

x

6.93x

PE Ratio '28

=

US$18.74b

Market Cap '28

US$18.74b

Market Cap '28

/

174.83m

No. shares '28

=

US$107.20

Share Price '28

US$107.20 Share Price '28

Discounted to 2025 @ 8.48% p.a.

=

US$83.97

Fair Value '25