Solventum (SOLV) Panoramica del titolo
Solventum Corporation, azienda del settore sanitario, sviluppa, produce e commercializza un portafoglio di soluzioni per rispondere alle esigenze critiche dei clienti e dei pazienti negli Stati Uniti e a livello internazionale. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 5/6 |
| Crescita futura | 1/6 |
| Prestazioni passate | 3/6 |
| Salute finanziaria | 1/6 |
| Dividendi | 0/6 |
Premi
Analisi del rischio
SOLV Community Fair Values
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Analyst Price Targets
Concorrenti di Solventum Corporation
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$76.70 |
| Massimo di 52 settimane | US$88.20 |
| Minimo di 52 settimane | US$62.38 |
| Beta | 0.72 |
| Variazione di 1 mese | -2.75% |
| Variazione a 3 mesi | 13.78% |
| Variazione di 1 anno | 3.93% |
| Variazione a 3 anni | n/a |
| Variazione a 5 anni | n/a |
| Variazione dall'IPO | -4.13% |
Notizie e aggiornamenti recenti
Seeking Alpha • Jul 10
Solving A Lackluster Growth Outlook Should Be Solventum's Next Priority
Summary Solventum Corporation continues to trade at a noticeable discount, with shares showing resilience versus med-tech peers despite tepid growth expectations. Management targets 3–4% underlying revenue growth for 2026, with SOLV EPS likely at the high end of the $6.40–$6.60 range. Restructuring and portfolio optimization offer significant upside, as SOLV’s business units lack natural synergies and could be divested. SOLV stock valuation remains attractive, with DCF and EV/revenue suggesting 20%+ upside, but patient investors are required given slow growth. Read the full article on Seeking Alpha
Aggiornamento della narrazione • Jul 10
SOLV: ERP Cutover Execution Will Drive This Early Spin-Off Repricing
Solventum's analyst fair value estimate has been revised from $105.00 to $100.00, as analysts weigh mixed catalysts, including execution hurdles around the upcoming ERP cutover, activist overhang, AI risk to higher margin areas, and early-stage cost savings, against varying price targets ranging from $81 to $94. Analyst Commentary Street research on Solventum reflects a split view, with some firms emphasizing execution challenges and others pointing to potential upside if the company can deliver on its cost savings plans and leverage its positions in MedSurg, Dental Solutions, and Health Info Systems.
Aggiornamento della narrazione • Jun 26
SOLV: Margin Recovery Pace Will Likely Restrain Future Share Performance
Analysts have trimmed the Solventum fair value estimate from $71.00 to $60.00, while updating their assumptions to reflect a slightly lower discount rate, modestly positive revenue growth, a small pullback in profit margin expectations, and a reduced future P/E. They cited both recent price target revisions and fresh coverage that highlights the stock's valuation against its healthcare peers.
Aggiornamento della narrazione • Jun 11
SOLV: Activist Demands And Margin Repair Will Guide Future P/E Re Rating
Solventum's analyst price target has shifted modestly, with updated assumptions on discount rate, revenue growth, profit margins and future P/E. This reflects a mix of fresh Outperform initiations around $94 and recent target trims from other firms, as analysts reassess the stock following its spin from 3M.Recent updates
Seeking Alpha • Jul 10
Solving A Lackluster Growth Outlook Should Be Solventum's Next Priority
Summary Solventum Corporation continues to trade at a noticeable discount, with shares showing resilience versus med-tech peers despite tepid growth expectations. Management targets 3–4% underlying revenue growth for 2026, with SOLV EPS likely at the high end of the $6.40–$6.60 range. Restructuring and portfolio optimization offer significant upside, as SOLV’s business units lack natural synergies and could be divested. SOLV stock valuation remains attractive, with DCF and EV/revenue suggesting 20%+ upside, but patient investors are required given slow growth. Read the full article on Seeking AlphaAggiornamento della narrazione • Jul 10
SOLV: ERP Cutover Execution Will Drive This Early Spin-Off Repricing
Solventum's analyst fair value estimate has been revised from $105.00 to $100.00, as analysts weigh mixed catalysts, including execution hurdles around the upcoming ERP cutover, activist overhang, AI risk to higher margin areas, and early-stage cost savings, against varying price targets ranging from $81 to $94. Analyst Commentary Street research on Solventum reflects a split view, with some firms emphasizing execution challenges and others pointing to potential upside if the company can deliver on its cost savings plans and leverage its positions in MedSurg, Dental Solutions, and Health Info Systems.Aggiornamento della narrazione • Jun 26
SOLV: Margin Recovery Pace Will Likely Restrain Future Share Performance
Analysts have trimmed the Solventum fair value estimate from $71.00 to $60.00, while updating their assumptions to reflect a slightly lower discount rate, modestly positive revenue growth, a small pullback in profit margin expectations, and a reduced future P/E. They cited both recent price target revisions and fresh coverage that highlights the stock's valuation against its healthcare peers.Aggiornamento della narrazione • Jun 11
SOLV: Activist Demands And Margin Repair Will Guide Future P/E Re Rating
Solventum's analyst price target has shifted modestly, with updated assumptions on discount rate, revenue growth, profit margins and future P/E. This reflects a mix of fresh Outperform initiations around $94 and recent target trims from other firms, as analysts reassess the stock following its spin from 3M.Aggiornamento della narrazione • May 28
SOLV: Activist Pressure And Margin Discipline Will Shape Future P/E Re Rating
Solventum's analyst price target has shifted lower by about $2 per share as analysts balance a slightly reduced fair value estimate and profit margin outlook with updated assumptions for revenue growth, discount rate, and future P/E multiples following recent research coverage and target changes across the Street. Analyst Commentary Bullish Takeaways Bullish analysts see Solventum as a special situation with multiple potential catalysts, pointing to the company’s mix of MedSurg, Dental Solutions, and Health Info Systems as an underpinning for long term growth potential.Articolo di analisi • May 13
Solventum's (NYSE:SOLV) Solid Earnings May Rest On Weak Foundations
The market for Solventum Corporation's ( NYSE:SOLV ) stock was strong after it released a healthy earnings report last...Aggiornamento della narrazione • Apr 29
SOLV: 2026 Capital Allocation And Margin Discipline Will Support P/E Re Rating
The analyst price target for Solventum has been trimmed by about $1, reflecting recent cuts to Street targets and updated assumptions for slightly lower revenue, a modestly higher profit margin, and a small adjustment to future P/E expectations. Analyst Commentary Recent Street research on Solventum reflects a mix of optimism and caution, with several firms revising price targets and one new initiation with a bearish stance.Aggiornamento della narrazione • Apr 15
SOLV: 2026 Capital Allocation And Margin Execution Will Support Multiple Expansion
The analyst price target for Solventum has been trimmed by about $5, as analysts factor in more conservative profit margin assumptions and slightly higher required returns, despite mixed recent rating changes on the stock. Analyst Commentary Recent Street research on Solventum reflects a mix of optimism and caution, with target changes and rating shifts clustered around the latest earnings update and subsequent model revisions.Aggiornamento della narrazione • Mar 22
SOLV: 2026 Capital Allocation And Medtech Positioning Will Support Multiple Expansion
Analysts have modestly raised Solventum's implied price target to about $90.17, with recent research citing updated models after Q4 earnings, a series of upgrades, and adjusted assumptions for the discount rate and future P/E as key drivers of the change. Analyst Commentary Recent Street research around Solventum centers on refreshed models after Q4 earnings, a series of rating changes, and a wide range of price targets that cluster around the low to mid double digits.Aggiornamento della narrazione • Mar 07
SOLV: 2026 Medtech Positioning And Capital Allocation Agenda Will Drive Future Upside
The analyst price target for Solventum has been adjusted from $89.25 to about $90.17, reflecting updated models after recent earnings and a series of supporting revisions from multiple firms that now view it as one of their preferred MedTech ideas heading into 2026. Analyst Commentary Recent research updates on Solventum cluster around revised models after earnings and a reset of expectations for large cap MedTech into 2026, with several firms adjusting price targets and ratings as they refine their views on valuation and execution risk.Aggiornamento della narrazione • Feb 21
SOLV: 2026 Medtech Setup And Top-Idea Status Will Drive Future Upside
Solventum's analyst price targets have moved modestly higher toward $105, with analysts pointing to a more constructive medtech setup into 2026 and highlighting the stock as one of their preferred large cap ideas following recent upgrades at several firms. Analyst Commentary Recent research has focused on how Solventum fits into a broader large cap medtech group, with several firms adjusting targets and ratings as they refine expectations into 2026.Aggiornamento della narrazione • Feb 06
SOLV: Top-Idea Status And Buybacks Will Support Future Upside Potential
Analysts have nudged their price target on Solventum higher, with the fair value estimate moving from about $88.55 to $89.25. This change reflects updated expectations for slightly faster revenue growth and modestly higher future P/E multiples following recent upgrades and more constructive views on large cap MedTech coverage.Aggiornamento della narrazione • Jan 21
SOLV: MedTech Top-Idea Status And Buybacks Will Support Gradual Upside
Analysts have lifted their price target on Solventum from about $85.64 to roughly $88.55, citing updated expectations for revenue growth, a slightly higher future P/E and recent bullish research that highlights the company as a top MedTech idea. Analyst Commentary Recent research coverage on Solventum has leaned constructive, with several reports treating the stock as a key MedTech idea and adjusting price targets accordingly.Aggiornamento della narrazione • Jan 06
SOLV: Wound Therapy Guidance And Buybacks Will Support Measured, Gradual Upside Ahead
Analysts now see Solventum’s fair value inching up from US$84.36 to US$85.64, reflecting small tweaks to discount rate, revenue growth, profit margin, and future P/E assumptions in their models. What's in the News Solventum announced updated consensus recommendations from an international panel of surgeons and wound care experts on the clinical use of closed incision negative pressure therapy (ciNPT) with reticulated open cell foam (ROCF) dressings, published in the International Wound Journal.Aggiornamento della narrazione • Dec 13
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.Articolo di analisi • Dec 05
Solventum Corporation (NYSE:SOLV) Surges 26% Yet Its Low P/E Is No Reason For Excitement
Solventum Corporation ( NYSE:SOLV ) shares have had a really impressive month, gaining 26% after a shaky period...Aggiornamento della narrazione • Nov 28
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.Aggiornamento della narrazione • Nov 14
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.Aggiornamento della narrazione • Oct 31
SOLV: Portfolio Reshaping And Cost Controls Will Improve Outlook For 2025
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.Aggiornamento della narrazione • Oct 17
Commercial Restructuring And New Product Launches Will Broaden International Reach
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.Aggiornamento della narrazione • Oct 03
Commercial Restructuring And New Product Launches Will Broaden International Reach
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.Aggiornamento della narrazione • Sep 04
Commercial Restructuring And New Product Launches Will Broaden International Reach
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.
Nuova narrazione • Mar 30
New VAC Product And AI Will Simplify Procedures
Streamlining operations and divesting non-core assets are expected to improve margins, reduce leverage, and focus growth efforts on core segments.Seeking Alpha • Feb 26
Solventum: An Impressive Sale Of Purification And Filtration
Summary Solventum's impressive $4.1 billion divestment to Thermo Fisher significantly reduces debt, enhancing its financial stability and potentially boosting earnings per share. The strategic sale has made me more optimistic about Solventum's future, maintaining a modest long position. The company's valuation remains attractive, with earnings multiples reasonable, especially considering the substantial deleveraging progress. Solventum still needs to achieve solid organic growth, but the recent positive developments justify continued investment. Read the full article on Seeking AlphaSeeking Alpha • Nov 30
Solventum: Concerns After A Partial Re-Rating
Summary Solventum's sales and margins have shown modest improvement, but concerns about 2025 earnings due to non-quantified headwinds make me cautious at current levels. The company, spun off from 3M, has a diversified healthcare portfolio but has faced flattish sales and high debt, impacting its valuation. Despite recent stock gains and improved guidance, potential 2025 earnings pressure from costs and investments warrants a cautious approach, prompting me to trim my position. Solventum's exploration of selling its purification filtration business could be a potential catalyst, but the impact remains uncertain without indicative pricing. Read the full article on Seeking AlphaSeeking Alpha • Sep 11
Solventum: No Rush To Buy As Post-Spin Execution Will Take Time To Play Out
Summary 3M's healthcare spinoff, Solventum (SOLV), has seen its share price decline by 15% since the event in April, even as its parent has moved up steadily by 26%. SOLV could lose market share, with management projecting only 0.5% growth for FY24 and consensus expecting a similar cadence of revenue growth next year, well below the 4-6% industry growth. Solventum's financial health is strained by a high debt load and potentially lower threshold of FCF generation, dampening any near-term prospects of a dividend. Despite a compelling forward P/E ratio, investors should note that SOLV's earnings growth will be weighed down by a higher cost base as a standalone entity. SOLV's stock has benefitted from decent momentum since mid-July, but conditions are now looking overbought. Read the full article on Seeking AlphaRendimenti per gli azionisti
| SOLV | US Medical Equipment | US Mercato | |
|---|---|---|---|
| 7D | -2.0% | -1.3% | 0.8% |
| 1Y | 3.9% | -18.6% | 20.6% |
Ritorno vs Industria: SOLV ha superato il US Medical Equipment che ha restituito -18.6 % nell'ultimo anno.
Rendimento vs Mercato: SOLV ha avuto una performance inferiore al mercato US che ha registrato un rendimento 20.6 % nell'ultimo anno.
Volatilità dei prezzi
| SOLV volatility | |
|---|---|
| SOLV Average Weekly Movement | 4.1% |
| Medical Equipment Industry Average Movement | 8.5% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.2% |
Prezzo delle azioni stabile: SOLV non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 4% ) di SOLV è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 2023 | 20,584 | Bryan Hanson | www.solventum.com |
Solventum Corporation, azienda del settore sanitario, sviluppa, produce e commercializza un portafoglio di soluzioni per rispondere alle esigenze critiche dei clienti e dei pazienti negli Stati Uniti e a livello internazionale. Opera attraverso tre segmenti: Medsurg, Dental Solutions e Health Information Systems. Il segmento Medsurg offre soluzioni come la terapia a pressione negativa per le ferite, le medicazioni avanzate per le ferite, la cura avanzata della pelle, le matrici di tessuto sintetico, la gestione dei siti per le flebo, la garanzia di sterilizzazione, la gestione della temperatura, le forniture chirurgiche, i nastri e le fasce mediche, gli stetoscopi, gli elettrodi medici e le tecnologie mediche per i produttori di apparecchiature originali.
Solventum Corporation Riepilogo dei fondamenti
| SOLV statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$13.28b |
| Utili (TTM) | US$1.43b |
| Ricavi(TTM) | US$8.26b |
9.3x
Rapporto P/E1.6x
Rapporto P/SSOLV è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| SOLV Conto economico (TTM) | |
|---|---|
| Ricavi | US$8.26b |
| Costo del fatturato | US$3.83b |
| Profitto lordo | US$4.43b |
| Altre spese | US$3.00b |
| Utili | US$1.43b |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 8.27 |
| Margine lordo | 53.66% |
| Margine di profitto netto | 17.33% |
| Rapporto debito/patrimonio netto | 102.3% |
Come si è comportato SOLV nel lungo periodo?
Vedi performance storica e confrontoAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/12 17:06 |
| Prezzo dell'azione a fine giornata | 2026/07/10 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
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.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* 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
Solventum Corporation è coperta da 18 analisti. 14 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.
| Analista | Istituzione |
|---|---|
| Vikramjeet Chopra | BMO Capital Markets Equity Research |
| Travis Steed | BofA Global Research |
| Michael Gorman | BTIG |