Baxter International Inc.

NYSE:BAX Rapport sur les actions

Capitalisation boursière : US$14.5b

Baxter International Croissance future

Future contrôle des critères 3/6

Baxter International devrait augmenter ses bénéfices et son chiffre d'affaires de 57.1% et de 2.6% par an respectivement. Le BPA devrait croître de de 58.5% par an. Le rendement des capitaux propres devrait être 12.8% dans 3 ans.

Informations clés

57.1%

Taux de croissance des bénéfices

58.47%

Taux de croissance du BPA

Medical Equipment croissance des bénéfices16.8%
Taux de croissance des recettes2.6%
Rendement futur des capitaux propres12.75%
Couverture par les analystes

Good

Dernière mise à jour04 Aug 2026

Mises à jour récentes de la croissance future

Recent updates

Seeking Alpha • Aug 03

Baxter International: The Gains Can Continue, But Should Slow

Summary Baxter International has shown early signs of a turnaround, with improving execution and raised revenue guidance supporting cautious optimism. BAX's valuation has expanded from distressed levels, now trading at ~13x earnings and ~9.5x EV/EBITDA, yet remains attractive if growth continues. Management's focus on operational improvements, cost savings, and a conservative outlook suggests potential for further upside if EPS growth materializes. Risks remain around execution, leverage, and business headwinds, but deleveraging and possible multiple expansion offer a still-compelling, though less asymmetric, risk/reward. Read the full article on Seeking Alpha
Mise à jour du récit • Jul 31

BAX: Q2 Execution And Segment Mix Will Test Emerging Margin Recovery Narrative

The analyst price target for Baxter International is now set around $27, up from about $22, as analysts point to improved earnings expectations and healthier sales momentum following recent results and model updates. Analyst Commentary Recent research on Baxter International shows a cluster of price target increases and rating changes that focus squarely on earnings execution, segment performance and medium term growth visibility.
Mise à jour du récit • Jul 16

BAX: Segment Realignment And Margin Execution Will Drive Future Repricing Potential

The analyst fair value estimate for Baxter International has risen from $33.29 to $34.14. This change reflects a combination of recent price target increases from firms such as Goldman Sachs and Evercore ISI and more cautious views that highlight mixed sentiment around the stock.
Article d’analyse • Jun 21

Baxter International (BAX) Stock Could Be 7.7% Undervalued After MediThinQ Distribution Deal

Synovis Micro Companies Alliance, a subsidiary of Baxter International (BAX), has signed an exclusive multi-year deal with MediThinQ to distribute the SHIYA 3D surgical visualization platform globally, expanding Baxter’s footprint in digital surgical technology. See our latest analysis for Baxter International. The MediThinQ agreement arrives after a volatile stretch for Baxter International, with a 19.75% 90 day share price return contrasting with a 33.11% decline in 1 year total shareholder...
Mise à jour du récit • Jun 14

BAX: Back Half Execution And CFO Uncertainty Will Drive A Bearish Outlook

The analyst price target for Baxter International has shifted modestly lower to $17.00 from $18.00, as analysts factor in expectations for a year weighted more toward the second half, leadership uncertainty surrounding the CFO search, and relatively more appealing valuations in other medical technology stocks. Analyst Commentary Recent research on Baxter International has turned more cautious, with several bearish analysts revisiting their ratings and price targets in light of company specific and sector wide factors.
Mise à jour du récit • May 31

BAX: Back Half Execution Will Shape Margin Recovery And Rerating Potential

Analysts have trimmed their overall price expectations for Baxter International, with the updated fair value estimate easing slightly to about $21.54 from $21.63. Recent target cuts, including Citi's move to $17 and other adjustments across the Street, reflect concerns around a back-half weighted year, the ongoing CFO search, and revised assumptions for profit margins and future P/E multiples.
Mise à jour du récit • May 14

BAX: Mixed Price Signals And Margin Pressures Will Shape A Cautious Fair Outlook

Analysts now place Baxter International's fair value at $18.00, up from $17.00, reflecting updated assumptions for discount rate, growth, margins, and expected future P/E after a mix of recent price target cuts and a more recent $2 increase from the Street. Analyst Commentary Recent research has been mixed, with several bearish analysts trimming price targets over the past few months even as one bank lifted its target by US$2.
Mise à jour du récit • Apr 29

BAX: 2026 Margin Execution And Cost Clarity Will Drive Repricing Potential

Narrative Update The analyst price target for Baxter International has been trimmed by $0.09 as analysts factor in recent sector wide target cuts and concerns about margin pressures and limited near term visibility following the company's 2026 outlook. Analyst Commentary Recent research coverage on Baxter International has centered on margin headwinds, higher non operating items, and an outlook that many see as underwhelming, particularly into 2026.
Mise à jour du récit • Apr 14

BAX: Margin Pressures And Execution Risks Will Shape A More Balanced Outlook

Analyst fair value for Baxter International has been reset from $15.00 to $17.00 as analysts factor in updated revenue growth, margin assumptions, and sector level price target cuts across recent research notes. Analyst Commentary Recent research has centered on resetting expectations for Baxter International, with bearish analysts trimming price targets and highlighting execution and earnings risk tied to the latest guidance.
Mise à jour du récit • Mar 31

BAX: 2026 Execution And Margin Visibility Will Determine Potential Upside Repricing

Analysts have edged Baxter International's fair value estimate higher to about $33.38 from $32.59, even as several firms recently reduced their price targets to a range of $17 to $30 after underwhelming 2026 guidance and margin pressures. Analyst Commentary Recent Street research has centered on Baxter's 2026 outlook, with several firms trimming price targets after guidance and margin commentary fell short of earlier expectations.
Mise à jour du récit • Mar 16

BAX: Future Margin Stability And 2026 Outlook Could Unlock Upside Potential

Analysts have trimmed Baxter International's fair value estimate from $43.95 to $32.59, citing lower price targets in the $17 to $30 range and updated assumptions for slower revenue growth, slimmer margins, a higher discount rate, and a richer future P/E multiple. Analyst Commentary Recent Street research on Baxter reflects a cautious tone overall, but there are still pockets of constructive commentary that matter if you are weighing the new fair value estimate against external views.
Mise à jour du récit • Mar 02

BAX: Q4 Reset And 2026 Outlook Will Test Margin Recovery Hopes

Analysts have trimmed their average 12 month price target for Baxter International by several dollars into the high teens, pointing to weaker than expected 2026 margin guidance and limited near term visibility as key drivers of the reset. Analyst Commentary Recent research shows a clear reset in expectations for Baxter International, with most firms trimming price targets and highlighting weaker 2026 guidance as a key catalyst.
Mise à jour du récit • Feb 16

BAX: Q4 Results And 2026 Outlook Will Clarify Fairly Balanced Risks

The updated analyst price target for Baxter International has decreased by about $1.50, as analysts cite limited visibility around the company’s 2026 outlook while still accounting for modest adjustments to growth, margins, and future P/E expectations. Analyst Commentary Recent research updates show a mix of caution and selective optimism around Baxter International, with several firms revising price targets and reassessing how much uncertainty is already reflected in the shares.
Mise à jour du récit • Feb 02

BAX: Q4 Results And 2026 Outlook Will Resolve Discounted Uncertainty

Analysts have made only minor tweaks to their modeled discount rate, revenue growth, profit margin, and future P/E for Baxter International, resulting in a relatively stable fair value estimate around $23.13. In contrast, Street price targets have shifted modestly, with one firm trimming its view to $30 and another nudging its target to $23 as they factor in current uncertainty and the potential clarity from upcoming results and the 2026 outlook.
Mise à jour du récit • Jan 19

BAX: Q4 And 2026 Outlook Will Reduce Uncertainty And Support Margin Recovery

Narrative Update: Baxter International Analyst Price Target Shift Analysts have modestly reduced their blended price target on Baxter International, with updated modeling pointing to a fair value trim of about US$0.67 per share to US$23.13, as they factor in lower future P/E assumptions and recent guidance cuts, partly balanced by slightly firmer revenue growth expectations. Analyst Commentary Recent research shows a clear split between bullish analysts, who see current uncertainty as already reflected in the share price, and bearish analysts, who focus on execution risk and softer guidance.
Mise à jour du récit • Jan 05

BAX: Earnings Headwinds And Margin Pressure Will Drive A Lower Share Repricing

Analysts have reduced their fair value estimate for Baxter International from about US$19.00 to about US$15.00 per share, reflecting lower price targets of US$22.00 (previously US$25.00) and more modest expectations for growth and margins following recent results and guidance cuts. Analyst Commentary Bearish analysts are resetting expectations on Baxter International after recent quarterly results and guidance cuts, pointing to weaker execution and softer growth than previously anticipated.
Mise à jour du récit • Dec 15

BAX: Margin Recovery Will Follow New Leadership And Cost Discipline Over Time

Analysts have trimmed their fair value estimate for Baxter International slightly, from approximately $24.07 to $23.80 per share, reflecting reduced price targets to around $22 in light of softer sales, margin pressure, and lowered guidance that signal ongoing near term earnings headwinds. Analyst Commentary Analyst sentiment around Baxter International remains mixed, with recent earnings results and guidance prompting a more cautious stance on the stock despite its reduced valuation.
Mise à jour du récit • Dec 01

BAX: Margin Recovery Will Follow New CEO’s Drive for Operational Efficiency

Analysts have lowered their price target for Baxter International from $25 to $22. They cite weaker-than-expected sales, margin pressures, continued business headwinds, and reduced forward guidance as key factors behind the adjustment.
Mise à jour du récit • Nov 17

BAX: Margin Headwinds Will Ease With New CEO and Business Resilience

Analysts have lowered their price target for Baxter International from $25 to $22 per share. They cite disappointing recent sales performance and ongoing margin pressures that are expected to persist into 2026.
Mise à jour du récit • Nov 03

BAX: Near-Term Headwinds Will Resolve As Margins Stabilize Into 2026

Analysts have reduced their price target for Baxter International from approximately $28 to $24.07 per share. They cite persistent revenue headwinds, lower margins, and management's more cautious outlook for 2025 and beyond.
Mise à jour du récit • Oct 20

Hospital Normalization And Demographic Trends Will Support Connected Healthcare

Baxter International’s analyst price target has been lowered from approximately $29.47 to $28.00. Analysts cite slower-than-expected progress in margin expansion and revenue growth following disappointing earnings and reduced guidance.
Mise à jour du récit • Oct 05

Hospital Normalization And Demographic Trends Will Support Connected Healthcare

Analysts have lowered their price targets for Baxter International to $25 from previous levels above $36, citing concerns about slower than expected margin expansion, delayed sales growth recovery, and business challenges highlighted in recent guidance cuts. Analyst Commentary Recent analyst reports have provided a mixed outlook for Baxter International, highlighting both challenges and potential positives as the company navigates through a period of transition and recovery.
Mise à jour du récit • Sep 05

Hospital Normalization And Demographic Trends Will Support Connected Healthcare

Baxter International's consensus price target was slightly reduced to $29.00, as disappointing Q2 results, lowered full-year guidance, and a slower-than-expected path to sales and margin improvement undermined near-term growth confidence. Analyst Commentary Disappointing Q2 performance and reduced full-year guidance undermined near-term confidence in Baxter's growth trajectory.
Seeking Alpha • Apr 21

Baxter: Messy, Yet Appealing, If New Management Can Deliver

Summary Baxter's sale of its kidney business, Vantive, was executed at a low price, raising concerns about its ability to effectively deleverage its balance sheet. Despite the sale, Baxter's net debt remains high, and adjusted earnings are under pressure, with a significant reduction in the dividend indicating anticipated earnings challenges. The company's leadership change and modest organic growth provide some hope, but the highly adjusted earnings and mixed track record create an opaque investment outlook. Shares appear reasonably priced, but the situation remains fluid and uncertain, making it difficult to have strong conviction about improved shareholder outcomes. Read the full article on Seeking Alpha
Seeking Alpha • Jan 31

Baxter International: An Uncompelling Investment With High Debt

Summary Recent capital allocation decisions have been questionable. The stock doesn't really seem to fit compellingly within a portfolio constructed along the lines of any popular investment approaches. Baxter International seems pretty uncompelling as an investment opportunity, and investors should look elsewhere. Read the full article on Seeking Alpha

Prévisions de croissance des bénéfices et des revenus

NYSE:BAX - Estimations futures des analystes et données financières antérieures (USD Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/202812,1467809471,5528
12/31/202711,8564378891,47113
12/31/202611,6173723161,22612
6/30/202611,470-9688121,319N/A
3/31/202611,320-9817141,251N/A
12/31/202511,244-900323845N/A
9/30/202511,023-353230749N/A
6/30/202510,887-241218765N/A
3/31/202510,771-268191663N/A
12/31/202410,636-3265591,019N/A
9/30/202410,6093816471,062N/A
6/30/202410,5093578851,174N/A
3/31/20249,3371881,0321,410N/A
12/31/202310,3601811,2901,726N/A
9/30/202311,3791021,1081,634N/A
6/30/202312,389-2,9298851,559N/A
3/31/202314,461-2,6738341,482N/A
12/31/202210,057-3,1145761,211N/A
9/30/202214,275-2,5687921,465N/A
6/30/202213,8928761,1591,850N/A
3/31/202213,3969921,3412,053N/A
12/31/202112,1461,0221,5312,222N/A
9/30/202112,4511,2141,4962,241N/A
6/30/202112,1971,1201,3542,076N/A
3/31/202111,8171,0681,2651,973N/A
12/31/202011,6731,1021,1591,868N/A
9/30/202011,5319111,2361,985N/A
6/30/202011,4109241,4162,176N/A
3/31/202011,526991N/A2,248N/A
12/31/201911,3621,001N/A2,104N/A
9/30/201911,1561,335N/A1,984N/A
6/30/201911,0661,484N/A1,739N/A
3/31/201911,0601,505N/A1,698N/A
12/31/201811,0991,552N/A2,017N/A
9/30/201811,0631,065N/A1,699N/A
6/30/201811,009795N/A1,848N/A
3/31/201810,763840N/A2,095N/A
12/31/201710,584609N/A1,714N/A
9/30/201710,4321,025N/A2,036N/A
6/30/201710,283904N/A1,963N/A
3/31/201710,2631,852N/A2,176N/A
12/31/201610,1634,966N/A1,654N/A
9/30/201610,1214,909N/A1,665N/A
6/30/201610,0504,784N/A1,388N/A
3/31/20169,9403,646N/A1,342N/A
12/31/20159,968393N/A1,771N/A
9/30/201510,154337N/A2,190N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: BAX devrait devenir rentable au cours des 3 prochaines années, ce qui est considéré comme une croissance plus rapide que le taux d'épargne ( 3.5% ).

Bénéfices vs marché: BAX devrait devenir rentable au cours des 3 prochaines années, ce qui est considéré comme une croissance supérieure à la moyenne du marché.

Croissance élevée des bénéfices: BAX devrait devenir rentable dans les 3 prochaines années.

Chiffre d'affaires vs marché: Le chiffre d'affaires de BAX ( 2.6% par an) devrait croître plus lentement que le marché de US ( 12.8% par an).

Croissance élevée des revenus: Le chiffre d'affaires de BAX ( 2.6% par an) devrait croître plus lentement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de BAX devrait être faible dans 3 ans ( 12.8 %).

Découvrir les entreprises en croissance

7D

1Y

7D

1Y

7D

1Y

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/08/04 19:55
Cours de l'action en fin de journée2026/08/04 00:00
Les revenus2026/06/30
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Baxter International Inc. est couverte par 34 analystes. 13 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Jasper HellwegArgus Research Company
Matthew TaylorBarclays
Matthew MiksicBarclays