What Baxter International (BAX)'s Expanded Vizient Partnership Means for Shareholders

• Vizient recently expanded its Reserve Program to include IV fluids through a partnership with Baxter International, providing participating U.S. healthcare organizations with dedicated on-demand inventory and logistical support to safeguard continuity of care during supply disruptions.
• This collaboration highlights the critical role of supply chain resiliency and positions Baxter as a key solutions provider for essential medical products, especially in the wake of recent disruptions caused by natural disasters.
• We'll explore how Baxter's expanded role in bolstering healthcare supply chains through this partnership influences its investment narrative and long-term prospects.

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Baxter International Investment Narrative Recap

To own shares of Baxter International, an investor needs confidence in the company's ability to drive profitable growth while enhancing operational efficiency and supply chain strength. The recent Vizient partnership demonstrates progress in supply chain resiliency, addressing a catalyst for revenue stability as IV Solutions inventory normalization occurs in the market. However, the impact of this alliance is not likely to outweigh the pressing risks, such as global tariffs and ongoing CEO transition, that currently influence short-term results.

Among recent developments, the appointment of Andrew Hider as President and CEO stands out. This leadership change brings the potential for strategic continuity and renewed investor confidence but also introduces uncertainty at a time when execution is crucial and external risks remain elevated.

Yet, despite more resilient supply chains, investors should not overlook emerging risks like the untested leadership now steering Baxter through...

Read the full narrative on Baxter International (it's free!)

Baxter International's narrative projects $12.5 billion revenue and $998.3 million earnings by 2028. This requires 5.2% yearly revenue growth and a $1,275.3 million increase in earnings from the current -$277.0 million.

Uncover how Baxter International's forecasts yield a $38.03 fair value, a 32% upside to its current price.

Exploring Other Perspectives

Five members of the Simply Wall St Community gave fair value estimates for Baxter ranging from US$38.03 to US$20,500.83. While many differ sharply on valuation, remember that the company's future performance depends on more than supply chain moves alone, especially given operational changes now underway.

Explore 5 other fair value estimates on Baxter International - why the stock might be worth just $38.03!

Build Your Own Baxter International Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Baxter International research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Baxter International research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Baxter International's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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