Baxter International (BAX) 주식 개요
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Analyst Price Targets
Baxter International Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$22.21 |
| 52주 최고가 | US$29.35 |
| 52주 최저가 | US$15.73 |
| 베타 | 0.61 |
| 1개월 변동 | 11.66% |
| 3개월 변동 | 21.30% |
| 1년 변동 | -19.27% |
| 3년 변동 | -54.49% |
| 5년 변동 | -72.95% |
| IPO 이후 변동 | 1,597.24% |
최근 뉴스 및 업데이트
Seeking Alpha • Jul 19
Baxter: The Chart Points Higher, Valuation And Growth Are Less Appealing
Summary Baxter International has rebounded 21% YTD, outperforming after a prolonged decline, but I maintain a hold rating. BAX’s Q1 results beat expectations, with strong non-US sales and a 35% YoY EPS decline due to higher costs and tough comps. Valuation remains tepid; shares approach fair value near $22 based on $2 normalized EPS and 11x P/E, with limited near-term growth. Technicals have improved—bullish reversal, golden cross, and RSI strength—but debt and muted organic growth constrain a more bullish stance. Read the full article on Seeking Alpha
내러티브 업데이트 • 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.분석 기사 • 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...
내러티브 업데이트 • 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.Recent updates
Seeking Alpha • Jul 19
Baxter: The Chart Points Higher, Valuation And Growth Are Less Appealing
Summary Baxter International has rebounded 21% YTD, outperforming after a prolonged decline, but I maintain a hold rating. BAX’s Q1 results beat expectations, with strong non-US sales and a 35% YoY EPS decline due to higher costs and tough comps. Valuation remains tepid; shares approach fair value near $22 based on $2 normalized EPS and 11x P/E, with limited near-term growth. Technicals have improved—bullish reversal, golden cross, and RSI strength—but debt and muted organic growth constrain a more bullish stance. Read the full article on Seeking Alpha내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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 AlphaSeeking 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 AlphaSeeking 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 Alpha주주 수익률
| BAX | US Medical Equipment | US 시장 | |
|---|---|---|---|
| 7D | 1.9% | 1.7% | -0.7% |
| 1Y | -19.3% | -20.1% | 17.3% |
수익률 대 산업: BAX은 지난 1년 동안 -20.1%의 수익을 기록한 US Medical Equipment 산업보다 저조한 성과를 냈습니다.
수익률 대 시장: BAX은 지난 1년 동안 17.3%를 기록한 US 시장보다 저조한 성과를 냈습니다.
주가 변동성
| BAX volatility | |
|---|---|
| BAX Average Weekly Movement | 5.7% |
| Medical Equipment Industry Average Movement | 8.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.2% |
안정적인 주가: BAX는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: BAX의 주간 변동성(6%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1931 | 37,500 | Andrew Hider | www.baxter.com |
는 자회사를 통해 미국에서 헬스케어 제품 포트폴리오를 제공합니다. 이 회사는 세 가지 부문으로 운영됩니다: 의료 제품 및 치료, 의료 시스템 및 기술, 제약의 세 가지 부문으로 운영됩니다. 멸균 정맥주사 솔루션, 주입 시스템 및 장치, 비경구 영양 요법, 흡입 마취제, 일반 주사제, 수술용 지혈제 및 실란트 제품, 첨단 수술 장비, 스마트 침대 시스템, 환자 모니터링 및 진단 기술, 호흡기 건강 기기, 수술실 통합 기술, 정밀 포지셔닝 장치 및 기타 액세서리로 구성된 수술 공간용 첨단 장비를 제공합니다.
Baxter International Inc. 기초 지표 요약
| BAX 기초 통계 | |
|---|---|
| 시가총액 | US$11.40b |
| 순이익 (TTM) | -US$981.00m |
| 매출 (TTM) | US$11.32b |
1.0x
주가매출비율(P/S)-11.7x
주가수익비율(P/E)BAX는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| BAX 손익계산서 (TTM) | |
|---|---|
| 매출 | US$11.32b |
| 매출원가 | US$7.40b |
| 총이익 | US$3.92b |
| 기타 비용 | US$4.90b |
| 순이익 | -US$981.00m |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
Jul 30, 2026
| 주당순이익(EPS) | -1.90 |
| 총이익률 | 34.65% |
| 순이익률 | -8.67% |
| 부채/자본 비율 | 157.3% |
BAX의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기배당
0.2%
현재 배당 수익률-19%
배당 성향기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/07/21 15:59 |
| 종가 | 2026/07/21 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
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산업 및 섹터 지표
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분석가 소스
Baxter International Inc.는 33명의 분석가가 다루고 있습니다. 이 중 12명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Jasper Hellweg | Argus Research Company |
| Matthew Taylor | Barclays |
| Matthew Miksic | Barclays |