SOLV logo

Solventum Corporation Stock Price

NYSE:SOLV Community·US$13.0b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 43 Fair Values set on narratives written by author

SOLV Share Price Performance

US$75.96
0.08 (0.11%)
US$82.15
Fair Value
US$75.96
0.08 (0.11%)
7.5% undervalued intrinsic discount
US$82.15
Fair Value
Price US$75.96
AnalystConsensusTarget US$82.15
AnalystHighTarget US$105.00
AnalystLowTarget US$60.00

SOLV Community Narratives

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Fair Value US$82.15 7.5% undervalued intrinsic discount

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

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Fair Value US$100 24.0% undervalued intrinsic discount

Advanced Wound Care And Health Information Systems Will Transform Long Term Earnings Power

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Fair Value US$60 26.6% overvalued intrinsic discount

Restructuring And Tariff Pressures Will Drive Margin Compression And Earnings Declines

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US$100
24.0% undervalued intrinsic discount
Revenue
2.96% p.a.
Profit Margin
11.73%
Future PE
20.59x
Price in 2029
US$126.26
US$82.15
7.5% undervalued intrinsic discount
Revenue
2.41% p.a.
Profit Margin
9.38%
Future PE
21.48x
Price in 2029
US$103.63

Trending Discussion

Updated Narratives

SOLV logo

SOLV: ERP Cutover Execution Will Drive This Early Spin-Off Repricing

Fair Value: US$100 24.0% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
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SOLV logo

SOLV: Margin Recovery Pace Will Likely Restrain Future Share Performance

Fair Value: US$60 26.6% overvalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
SOLV logo

SOLV: Activist Demands And Margin Repair Will Guide Future P/E Re Rating

Fair Value: US$82.15 7.5% undervalued intrinsic discount
27 users have set this as their fair value
0 users have commented on this narrative
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Snowflake Analysis

Undervalued with acceptable track record.

3 Risks
3 Rewards

Solventum Corporation Key Details

US$8.3b

Revenue

US$3.8b

Cost of Revenue

US$4.4b

Gross Profit

US$3.0b

Other Expenses

US$1.4b

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
8.27
53.66%
17.33%
102.3%
View Full Analysis

About SOLV

Founded
2023
Employees
20584
CEO
Bryan Hanson
WebsiteView website
www.solventum.com

Solventum Corporation, a healthcare company, develops, manufactures, and commercializes a portfolio of solutions to address critical customer and patient needs in the United States and internationally. It operates through three segments: Medsurg, Dental Solutions, and Health Information Systems. The Medsurg segment offers solutions, such as negative pressure wound therapy, advanced wound dressings, advanced skin care, synthetic tissue matrices, I.V. site management, sterilization assurance, temperature management, surgical supplies, medical tapes and wraps, stethoscopes, medical electrodes, and medical technologies for original equipment manufacturers. The Dental Solutions segment provides dental and orthodontic products, including brackets, aligners, restorative cements, and bonding agents to span the life of the tooth, and products for preventative dental care, direct and indirect restoration, and orthodontic needs. The Health Information Systems segment offers healthcare systems with software solutions comprising computer-assisted physician documentation, direct-to-bill and coding automation, classification methodologies, speech recognition, and data visualization platforms. The company sells its products and services through direct-to-consumer, distribution, key account management, inside sales, and e-commerce. Solventum Corporation was incorporated in 2023 and is headquartered in Eagan, Minnesota.

Recent SOLV News & Updates

Seeking Alpha 2h

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
Narrative Update 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.

Recent updates

No updates