Baxter International Inc.

Report azionario NYSE:BAX

Capitalizzazione di mercato: US$11.6b

Baxter International Crescita futura

Criteri Future verificati 3/6

Baxter International prevede che gli utili e i ricavi cresceranno rispettivamente di 60.7% e 2.3% all'anno. Si prevede che l'EPS crescerà di 65% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 13.1% in 3 anni.

Informazioni chiave

60.7%

Tasso di crescita degli utili

64.96%

Tasso di crescita dell'EPS

Medical Equipment crescita degli utili16.5%
Tasso di crescita dei ricavi2.3%
Rendimento futuro del capitale proprio13.08%
Copertura analitica

Good

Ultimo aggiornamento08 Jul 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Articolo di analisi • 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...
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Seeking Alpha • May 08

Baxter International Still Has A Path To Upside

Summary In recent years, stocks like Baxter International have underperformed: most low-growth, high-debt, struggling names have been bad investments at basically any price. Concerns are real, and early missteps under new CEO Andrew Hider haven't helped. But valuation is attractive not just on an absolute basis but also relative to the outlook, and Q1 results seemed helpful to the bull case. Time and patience should change investors perspectives toward BAX, at which point the stock should be back above $20. Read the full article on Seeking Alpha
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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
Seeking Alpha • Aug 07

Baxter- Reiterating Our Buy Rating After A Promising Q2

Summary BAX's Novum IQ Large Volume Pumps are playing a key role in driving topline progress, whilst the HST division too looks set to benefit from a few tailwinds. BAX's revamped operating model is paying off with strong operating leverage expected this year (14% bottomline growth on 3% topline growth). The current yield is already quite compelling at over 3%, but the sale or spin-off of the Kidney Care Division by Q1-25 could lead to a long overdue dividend hike. Baxter offers good mean-reversion prospects as it looks beaten down versus other medical device stocks, whilst the recent price action has been encouraging as well. Read the full article on Seeking Alpha

Previsioni di crescita degli utili e dei ricavi

NYSE:BAX - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/202811,9135718991,2868
12/31/202711,5833977771,14613
12/31/202611,3592191,0731,42413
3/31/202611,320-9817141,251N/A
12/31/202511,244-900323845N/A
9/30/202511,023-353230749N/A
6/30/202510,887-236218765N/A
3/31/202510,771-268191663N/A
12/31/202410,636-3265591,019N/A
9/30/202410,6093876471,062N/A
6/30/202410,5093558851,174N/A
3/31/20249,3371881,0321,410N/A
12/31/202310,3601811,2901,726N/A
9/30/202311,379961,1081,634N/A
6/30/202312,389-2,9328851,559N/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
3/31/202011,5269911,4872,248N/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

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: Si prevede che BAX diventerà redditizio nei prossimi 3 anni, il che è considerato una crescita più rapida del tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Si prevede che BAX diventerà redditizia nei prossimi 3 anni, il che è considerato una crescita superiore alla media del mercato.

Guadagni ad alta crescita: Si prevede BAX diventerà redditizia nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di BAX ( 2.3% all'anno) crescerà più lentamente rispetto al mercato US ( 13% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di BAX ( 2.3% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di BAX sarà basso tra 3 anni ( 13.1 %).

Scoprire le aziende in crescita

7D

1Y

7D

1Y

7D

1Y

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/07/10 20:49
Prezzo dell'azione a fine giornata2026/07/10 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Baxter International Inc. è coperta da 33 analisti. 13 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Jasper HellwegArgus Research Company
Matthew TaylorBarclays
Matthew MiksicBarclays