AMG National Trust Bank Invests $3.71 Million in IQVIA Holdings Inc. $IQV
AMG National Trust Bank has initiated a new position in IQVIA Holdings Inc. by purchasing $3.71 million worth of shares. Other institutional investors like AllianceBernstein, Artisan Partners, JPMorgan, Nordea, and Cantillon Capital Management have also adjusted their holdings in IQVIA. Despite analysts trimming price targets, IQVIA holds a "Moderate Buy" consensus rating with an average target of $235.20 and recently exceeded EPS estimates while providing strong FY2026 guidance.
Top Clinical Trial Companies (CROs) Globally based on Q2 2025 Revenue
The global clinical trial services market was valued at USD 76.70 billion in 2024 and is projected to reach USD 132.05 billion by 2033, showing a CAGR of 6.3% from 2025-2033. The US leads in clinical trial activity, followed by China and India. Key players like Thermo Fisher Scientific (PPD Division), IQVIA, ICON plc, WuXi AppTec, Pharmaron, Charles River Laboratories, Fortrea, and Medpace demonstrated significant revenue in Q2 2025, buoyed by strong backlogs and increasing investor confidence in the sector.
Dr Reddy's Labs: What Nomura says on niche HRT segment foray; target price
Nomura India has retained a 'Buy' rating and a target price of Rs 1,600 for Dr Reddy's Laboratories following its acquisition of hormone replacement therapy (HRT) brands Progynova and Cycloprogynova. The brokerage notes that DRL's strategic acquisitions over the last five years are expected to contribute 25% of total revenues by FY26 as the company scales niche assets through cost synergies.
IQVIA Holdings Inc (IQV) Shares Gap Down to $164.41 on Feb 19
Shares of IQVIA Holdings Inc (IQV) gapped down by 3.89% to $164.41 on February 19, 2026, with trading volume at 47.4% of its average daily volume. Wall Street analysts maintain an "Outperform" status for IQVIA, with an average target price of $242.31, suggesting a potential upside of 47.38%. GuruFocus estimates the fair value (GF Value) at $261.48, indicating an even greater upside of 59.04%.
Archer Daniels Midland Is Up 18% Year to Date. Here’s What to Expect in 2026
Archer Daniels Midland (ADM) stock has risen 18% year-to-date, trading near $68 per share, driven by improved earnings visibility and expectations of a cyclical trough in 2025. The company reported strong Q4 results and issued 2026 adjusted EPS guidance above 2025 levels, signaling a return to growth. Despite this, a valuation model suggests ADM is slightly overvalued at current levels, with future upside dependent on sustained improvement in crush margins and biofuel-driven demand.
TransUnion Stock Gains 6% Post Reporting Q4 Earnings & Revenue Beat
TransUnion (TRU) reported better-than-expected fourth-quarter 2025 earnings and revenues, with adjusted EPS of $1.07 surpassing the consensus and total revenues of $1.2 billion exceeding estimates. Despite the positive Q4 results, the company's stock has declined over the past year. TransUnion also provided its outlook for Q1 and full-year 2026, with revenue guidance largely meeting expectations but adjusted EPS forecasts falling below current consensus estimates.
Truist Securities Cuts IQVIA Price Target to $245 From $290, Maintains Buy Rating
Truist Securities has lowered its price target for IQVIA Holdings Inc. (IQV) to $245 from $290, while reiterating a Buy rating on the stock. This adjustment comes despite competitor Charles River forecasting an upbeat 2026 profit due to improved demand for drug development services. Other analysts, including TD Cowen, UBS, Leerink Partners, and Evercore ISI, have also recently adjusted their price targets for IQVIA.
DaVita Stock Is Up 35% Since February. Here’s Where Shares Could Go in 2026
DaVita (DVA) stock surged 35% in February 2026, driven by a strong Q4 2025 earnings beat, robust 2026 guidance forecasting a 33% EPS jump, and a strategic investment in Elara Caring to expand home kidney care. Analysts have raised price targets, recognizing DaVita's transition into a multi-vertical kidney care platform with significant upside potential, despite some near-term risks and Wall Street's cautious stance. TIKR's valuation model projects a mid-case target price of $217.26 by December 2030, suggesting a 47% total return.
Vanguard Group Inc. Sells 185,926 Shares of IQVIA Holdings Inc. $IQV
Vanguard Group Inc. reduced its stake in IQVIA Holdings Inc. by 0.9% in the third quarter, selling 185,926 shares and retaining 19,490,633 shares valued at approximately $3.70 billion. IQVIA reported strong third-quarter earnings, beating analyst expectations with $3.42 EPS and $4.36 billion in revenue, and provided optimistic FY2026 guidance. Analysts generally maintain a "Moderate Buy" rating for IQVIA, with an average target price of $238.20.
NEOS Investment Management LLC Grows Stock Position in IQVIA Holdings Inc. $IQV
NEOS Investment Management LLC increased its stake in IQVIA Holdings Inc. by 44.9% in the third quarter, bringing their total holdings to $4.568 million. Several other institutional investors also adjusted their positions in IQVIA, with the stock seeing a 4.0% increase recently. Analysts currently have a "Moderate Buy" consensus rating for IQVIA, with an average price target of $238.20.
Is Wall Street Bullish or Bearish on IQVIA Holdings Stock?
IQVIA Holdings (IQV) has underperformed the broader market and its sector peer over the past year, with its stock declining significantly. Despite this, analysts largely rate IQV as a "Strong Buy" due to its Q4 results beating revenue and EPS expectations, even with margin compression concerns. The mean price target suggests a potential upside of over 40%.
Is Wall Street Bullish or Bearish on IQVIA Holdings Stock?
IQVIA Holdings Inc. (IQV) has underperformed the broader market and the Health Care Select Sector SPDR Fund (XLV) over the past year and year-to-date in 2026, primarily due to margin compression and acquisition-related operating margin declines. Despite this underperformance and a recent stock tumble after Q4 results, 17 out of 22 analysts rate IQV as a "Strong Buy" or "Moderate Buy," with a mean price target suggesting a 40.7% upside. The company's Q4 adjusted EPS and revenue both surpassed Wall Street expectations.
IQVIA to Speak at Citi's 2026 Unplugged MedTech and Life Sciences Access Day
IQVIA Holdings Inc. announced that its CFO, Ron Bruehlman, and incoming CFO, Mike Fedock, will speak at Citi's 2026 Unplugged MedTech and Life Sciences Access Day on February 26, 2026. A live audio webcast of the presentation will be available on the IQVIA Investor Relations website. IQVIA is a leading global provider of clinical research services and healthcare intelligence, committed to using AI responsibly to improve patient outcomes worldwide.
IQVIA to Speak at Citi's 2026 Unplugged MedTech and Life Sciences Access Day
IQVIA Holdings Inc. announced that CFO Ron Bruehlman and incoming CFO Mike Fedock will speak at Citi's 2026 Unplugged MedTech and Life Sciences Access Day on February 26, 2026, at 11:00 a.m. ET. A live audio webcast will be available on the IQVIA Investor Relations website, with a replay available later that day. The article also provides details about IQVIA’s services as a global provider of clinical research and healthcare intelligence.
IQVIA to Speak at Citi's 2026 Unplugged MedTech and Life Sciences Access Day
IQVIA Holdings Inc. announced that its CFO, Ron Bruehlman, and incoming CFO, Mike Fedock, will speak at Citi's 2026 Unplugged MedTech and Life Sciences Access Day on February 26, 2026, at 11:00 a.m. ET. A live audio webcast will be available on the IQVIA Investor Relations website. IQVIA is a global provider of clinical research services and healthcare intelligence committed to responsible AI use and patient privacy.
Certara stock hits 52-week low at 6.44 USD
Certara Inc. stock has fallen to a new 52-week low of $6.44 USD, marking a significant 53.53% decrease over the past year despite being considered undervalued by InvestingPro analysts. The company's financial health score remains "GOOD," and it recently appointed Jon Resnick as CEO, leading to varied analyst adjustments, including an upgrade from Leerink Partners and a new Buy rating from Rothschild Redburn. Investors are awaiting upcoming earnings and strategies to navigate the current market challenges and recover.
OptimizeRx (OPRX): Small-Cap AI Health Stock Quietly Repricing Higher
OptimizeRx (OPRX), a small-cap digital health company, is experiencing a quiet rebound driven by improving revenue trends, narrowing losses, and increased investor interest in AI-enabled healthcare. The company's strategic positioning within EHR and e-prescribing workflows for pharma messaging and data analytics, combined with a recovering small-cap risk appetite, is attracting attention despite inherent volatility. Investors are weighing its potential as a growth play in digital health against risks like client concentration and execution on AI products.
CenterBook Partners LP Purchases 21,051 Shares of IQVIA Holdings Inc. $IQV
CenterBook Partners LP significantly increased its stake in IQVIA Holdings Inc. by 315.2% during the third quarter, acquiring an additional 21,051 shares. With various institutional investors also adjusting their positions, these entities collectively own about 89.62% of IQVIA stock. The medical research company reported better-than-expected quarterly earnings and revenue, providing an optimistic FY2026 guidance, while analysts maintain a "Moderate Buy" rating with a target price of $238.20.
TD Cowen cuts IQVIA stock price target on AI concerns By Investing.com
TD Cowen has reduced its price target for IQVIA Holdings (NYSE:IQV) to $174 from $245, while maintaining a Hold rating, citing concerns about the long-term impact of artificial intelligence on the contract research organization sector. This adjustment follows the company's Q4 2025 results and 2026 guidance, with the new target implying a 13 to 14 times multiple on the firm's 2026 earnings estimate. Other analysts have also adjusted their targets, predominantly due to AI concerns and margin pressures, despite IQVIA reporting strong financial results for Q4 2025.
Waste Connections Stock Slides 7% Since Q4 Earnings Beat Estimates
Waste Connections, Inc. (WCN) reported fourth-quarter 2025 earnings that beat analyst estimates but failed to impress investors, leading to a 6.6% stock dip since the results were released on February 11. Despite solid core pricing boosting its Solid Waste Collection and Disposal segments, adjusted EBITDA declined, and the company posted an operating loss. WCN also provided a 2026 outlook with expected revenues of $9.9-$9.95 billion and adjusted EBITDA of $3.3-$3.325 billion.
Waste Connections Stock Slides 7% Since Q4 Earnings Beat Estimates
Waste Connections, Inc. (WCN) saw its stock dip 7% despite beating Q4 2025 earnings estimates, primarily due to an 11.2% year-over-year earnings increase and 5% revenue growth. The company reported segment-wise revenues showing growth in Solid Waste Collection and Disposal but declines in Recycling. Waste Connections provided a positive outlook for FY26 revenues and adjusted EBITDA, anticipating $9.9-$9.95 billion and $3.3-$3.325 billion respectively, but currently holds a Zacks Rank #4 (Sell).
7 New 5-Star Stocks This Week
Seven new U.S.-listed stocks have achieved a 5-star Morningstar Rating, signifying they are significantly undervalued, following recent price declines; these include major companies like Salesforce and S&P Global. The Morningstar US Market Index is currently moderately undervalued at an 8% discount to fair value. The article details the fair value estimates, uncertainty ratings, and recent performance for five of these top-capitalization stocks.
TD Cowen cuts IQVIA stock price target on AI concerns
TD Cowen has lowered its price target for IQVIA Holdings (NYSE:IQV) from $245 to $174, while maintaining a Hold rating, due to concerns over artificial intelligence's long-term impact on the contract research organization sector. This adjustment follows IQVIA's Q4 2025 results and 2026 guidance, with the new target reflecting a 13 to 14 times multiple of the firm's 2026 earnings estimate. Other analysts, including BMO Capital, Jefferies, and Evercore ISI, have also reduced their price targets, despite IQVIA reporting strong Q4 2025 financial results.
Waste Connections Stock Slides 7% Since Q4 Earnings Beat Estimates
Waste Connections (WCN) saw its stock slide 7% despite beating Q4 2025 earnings estimates, with revenue meeting expectations and growing 5% year over year. The company's adjusted EBITDA declined, and it reported an operating loss for the quarter. WCN provided a mixed outlook for fiscal year 2026, anticipating revenues of $9.9-$9.95 billion and adjusted EBITDA of $3.3-$3.325 billion.
IQVIA HOLDINGS INC. SEC 10-K Report
IQVIA Holdings Inc. has released its 2025 10-K report, detailing a 5.9% revenue increase to $16,310 million driven by growth in Technology & Analytics Solutions and Research & Development Solutions. Despite higher costs and restructuring, diluted EPS rose to $7.84. The company plans strategic acquisitions, segment realignments effective January 1, 2026, and faces risks from market disruptions, cybersecurity threats, and evolving regulatory landscapes, including AI and climate change.
Crestwood Advisors Group LLC Acquires 19,022 Shares of IQVIA Holdings Inc. $IQV
Crestwood Advisors Group LLC increased its stake in IQVIA Holdings Inc. by 16.9% in Q3, acquiring an additional 19,022 shares to hold a total of 131,634 shares valued at $25.0 million. The medical research company reported strong Q3 earnings, beating analyst expectations with an EPS of $3.42 and revenue of $4.36 billion, and provided full-year 2026 EPS guidance of $12.55–12.85. Analysts currently maintain a "Moderate Buy" consensus rating for IQVIA, with an average price target of $238.20.
Waste Connections Stock Slides 7% Since Q4 Earnings Beat Estimates
Waste Connections, Inc. (WCN) reported fourth-quarter 2025 earnings that beat the Zacks Consensus Estimate and saw a 5% year-over-year revenue increase. Despite the earnings beat, the stock declined 6.6% since the results were released on February 11th, and its shares have plummeted 14% over the past year. The company provided a 2026 outlook expecting revenues between $9.9-$9.95 billion and adjusted EBITDA of $3.3-$3.325 billion.
Assetmark Inc. Purchases 11,928 Shares of IQVIA Holdings Inc. $IQV
Assetmark Inc. has increased its stake in IQVIA Holdings Inc. by 10.2%, purchasing an additional 11,928 shares to bring its total to 129,189 shares valued at $24.54 million. Other institutional investors like Artisan Partners and Norges Bank also made significant moves, with institutional ownership now at 89.62%, indicating strong investor confidence. IQVIA recently surpassed quarterly earnings expectations and provided optimistic FY2026 guidance, maintaining a "Moderate Buy" consensus rating among analysts.
Assessing IQVIA Holdings (IQV) Valuation After Sharp Three Month Share Price Pullback
IQVIA Holdings (IQV) has experienced a significant share price pullback, declining 30% in the last month and 23% in the past three months, leading to a reassessment of its valuation. Despite the recent drop, the most followed narrative suggests IQV is 33.2% undervalued with a fair value near $250, driven by proprietary platforms and AI solutions. However, potential risks like CRO pricing pressure and high leverage could challenge this bullish outlook.
IQVIA Holdings Inc. $IQV Shares Acquired by Coronation Fund Managers Ltd.
Coronation Fund Managers Ltd. significantly increased its stake in IQVIA Holdings Inc. by 382.5% in the third quarter, now holding shares valued at over $13 million. This comes as IQVIA exceeded quarterly earnings estimates, reporting $3.42 EPS on $4.36 billion in revenue, and set an optimistic FY2026 EPS guidance. Analysts currently give IQVIA a "Moderate Buy" rating with a consensus target price of $238.20.
Cibc World Market Inc. Buys 10,658 Shares of IQVIA Holdings Inc. $IQV
Cibc World Market Inc. increased its stake in IQVIA Holdings Inc. by 50.4% in the third quarter, acquiring an additional 10,658 shares to hold a total of 31,795 shares valued at approximately $6.04 million. IQVIA recently surpassed quarterly EPS and revenue expectations, and institutional ownership of the stock remains high. Despite some analysts lowering price targets, the consensus rating for IQVIA is still a "Moderate Buy."
IQVIA Duke Alliance Highlights Obesity Trials And Potential Valuation Upside
IQVIA Holdings Inc. has partnered with Duke Clinical Research Institute to focus on obesity and cardiometabolic clinical trials, aiming to enhance global trial operations and support new therapies. This alliance positions IQVIA within a rapidly growing healthcare sector, potentially boosting its role in study design and patient access for complex, data-heavy trials. Investors should monitor trial wins, cardiometabolic revenue, and debt coverage as key indicators of the collaboration's success and IQVIA's financial health.
Is the Options Market Predicting a Spike in IQVIA Stock?
The options market is showing a potential for a significant move in IQVIA Holdings Inc. (IQV) stock, indicated by high implied volatility in a specific call option. Despite this, the company currently holds a Zacks Rank #4 (Sell), with analysts revising earnings estimates downwards. This disparity suggests options traders might be expecting a large price movement, possibly for selling premium.
Lilly Prepares $1B+ Orforglipron Stock Ahead of Approval as Novo Brings Wegovy Pill Overseas
Eli Lilly has accumulated $1.5 billion worth of orforglipron stock in anticipation of its potential FDA approval, demonstrating confidence in a strong launch for the weight-loss pill. Meanwhile, Novo Nordisk is expanding its oral Wegovy supply internationally, following its successful launch and widespread adoption in the U.S. Both companies are strategically investing in manufacturing to meet the high demand for oral GLP-1 medications.
Medpace Holdings, Inc. (NASDAQ:MEDP) Just Reported, And Analysts Assigned A US$491 Price Target
Medpace Holdings (NASDAQ: MEDP) shares crashed 23% after its full-year results, despite revenues of US$2.5 billion matching predictions and profits exceeding expectations at US$15.28 per share. Analysts are now forecasting US$2.81 billion in revenue for 2026 with EPS of US$16.98, showing increased optimism for earnings, though they have cut the average price target by 10% to US$491. While revenue growth is expected to slow from historical rates, it is still projected to outpace the broader industry.
Charles River Labs Quarterly Resilience Faces Declining Organic Revenue Test
Charles River Laboratories (NYSE:CRL) reported resilient quarterly results despite a 2.3% average annual decline in organic revenue over the past two years, leading to a recent stock pullback. Analysts anticipate modest revenue growth and lower return on invested capital, suggesting the company relies more on cost control and execution than volume growth. Investors should monitor the company's efforts to rebuild its project pipeline and improve its return on invested capital given the current market sentiment and share price volatility.
Wall Street Has a Positive Opinion on PROCEPT BioRobotics (PRCT), Here's Why
Wall Street analysts are optimistic about PROCEPT BioRobotics (PRCT) ahead of its Q4 2025 earnings report, with expectations for strong revenue and GAAP EPS. Despite one analyst maintaining a Hold rating, the majority hold Buy ratings, and the average price target suggests significant upside. The company specializes in surgical robotics for urology with its AquaBeam Robotic System.
IQVIA Holdings Inc (IQV) Shares Gap Down to $166.13 on Feb 12
IQVIA Holdings Inc (IQV) shares gapped down by 6.24% on February 12, trading at $166.13 after reaching an intraday low of $159.72. This places IQV 32.75% below its 52-week high, though still 23.38% above its 52-week low. Wall Street analysts and GuruFocus estimate a significant upside, with an average target price of $247.84 and a GF Value of $260.87, indicating an "Outperform" status.
The Top 5 Analyst Questions From IQVIA's Q4 Earnings Call
This article summarizes the key takeaways from IQVIA's Q4 earnings call, focusing on the five most important questions posed by analysts. While IQVIA exceeded revenue expectations, concerns about margin compression led to a negative market reaction. The company's management addressed issues related to AI integration, strategic acquisitions, and the impact of the macroeconomic environment on its performance.
Earnings growth of 3.6% over 3 years hasn't been enough to translate into positive returns for IQVIA Holdings (NYSE:IQV) shareholders
IQVIA Holdings (NYSE:IQV) shareholders have seen a 22% drop in share price over the past three years, significantly underperforming the market's 73% return, despite the company achieving 11% annual EPS growth during the same period. While revenue grew at a 3.7% annual rate, the discrepancy between earnings growth and share price decline suggests a potential misvaluation or other factors at play. The article recommends further investigation into IQVIA Holdings' fundamentals, noting a recent 26% share price drop after financial results, and suggests looking for insider buying as a positive sign.
75,170 Shares in IQVIA Holdings Inc. $IQV Purchased by Eubel Brady & Suttman Asset Management Inc.
Eubel Brady & Suttman Asset Management Inc. recently acquired 75,170 shares of IQVIA Holdings Inc. (NYSE:IQV), valued at approximately $14.28 million, making it their 26th largest holding. Despite several recent price target reductions, analysts maintain a "Moderate Buy" rating with a consensus price target of $238.20 for IQVIA. The medical research company reported strong Q3 earnings, beating consensus estimates for both EPS and revenue, and provided optimistic FY2026 EPS guidance.
The Clinical Crisis: A Deep-Dive Into ICON plc (ICLR) Amidst a Transformational Storm
ICON plc (ICLR), the second-largest Clinical Research Organization, is facing a crisis due to an internal accounting investigation revealing revenue recognition errors from 2023-2025, leading to a significant stock price decline. Despite this, the company's operational engine, AI tools, and substantial backlog remain strong, positioning it as a high-risk, high-reward investment opportunity ahead of its April 30, 2026, restatement deadline.
How Does Charles River Laboratories International Stock Compare With Peers?
Charles River Laboratories International (CRL) stock saw a 7% return over the past year, but a deeper analysis reveals negative LTM revenue growth and a challenging negative P/E, suggesting headwinds despite respectable operating and free cash flow margins. CRL's operating margin, revenue decline, and -97.8 PE ratio lag behind peers due to factors like biopharma spending weakness and contract losses. The article compares CRL's growth, margin, and valuation against key competitors like LabCorp (LH), Thermo Fisher Scientific (TMO), IQVIA (IQV), Fortrea Holdings (FTRE), and Medpace Holdings (MEDP).
Certara stock hits 52-week low at 6.96 USD By Investing.com
Certara Inc. stock has hit a 52-week low of $6.96, representing a 48.79% decline over the past year. Despite this downturn and an oversold RSI, InvestingPro analysis indicates the company has "GOOD" financial health and may be undervalued based on its low P/E ratio relative to near-term earnings growth. Recent leadership changes and positive analyst ratings for its biosimulation technology suggest potential for future recovery.
Certara stock hits 52-week low at 6.96 USD By Investing.com
Certara Inc. stock has hit a 52-week low of $6.96, representing a 48.79% decline over the past year. Despite the downturn and oversold RSI, InvestingPro data suggests the company has "GOOD" financial health and may be undervalued, trading at a low P/E ratio relative to near-term earnings growth. Recent leadership changes and analyst ratings from Stephens, Leerink Partners, and Rothschild Redburn indicate ongoing market attention and potential for future growth.
IQVIA Holdings Inc (IQV) Shares Gap Down to $186.065 on Feb 10
IQVIA Holdings Inc (IQV) shares gapped down by 3.43% to $186.07 on February 10, reaching an intraday low of $185.09. Wall Street analysts forecast an average target price of $250.45 for IQV, implying a 34.61% upside from the current price, with a consensus "Outperform" recommendation. GuruFocus estimates a one-year fair value of $261.37, suggesting a 40.47% upside.
West Pharmaceutical Services Earnings: What To Look For From WST
West Pharmaceutical Services (WST) is set to report earnings this Thursday before market hours. Analysts anticipate a 6% year-on-year revenue growth to $793.4 million and adjusted earnings of $1.83 per share. The company has a mixed record of meeting Wall Street's revenue estimates, and its stock has underperformed recently compared to peers in the drug development inputs & services segment.
West Pharmaceutical Services Earnings: What To Look For From WST
West Pharmaceutical Services (WST) is set to report earnings this Thursday. The company exceeded revenue and EPS estimates last quarter and analysts expect revenue to grow by 6% year-on-year to $793.4 million this quarter. Despite a challenging market, the average analyst price target for WST is $333.57, significantly higher than its current share price of $243.58.
Certara stock hits 52-week low at 6.96 USD
Certara Inc. (CERT) stock hit a new 52-week low of $6.96, marking a 48.79% decline over the past year and a 34.46% drop in the last six months, with its RSI indicating oversold conditions. Despite these challenges, InvestingPro analysis suggests the company has "GOOD" financial health and may be undervalued given its low P/E ratio relative to near-term earnings growth. This comes amidst recent leadership changes, with Jon Resnick named the new CEO, and varied analyst ratings from Stephens, Leerink Partners, and Rothschild Redburn, all recognizing Certara's leadership in biosimulation.
Global obesity trials get boost from new IQVIA–Duke research pact
IQVIA and the Duke Clinical Research Institute (DCRI) have formed a strategic collaboration to advance clinical research in obesity and related cardiometabolic conditions. This partnership combines IQVIA's operational expertise and global reach with DCRI's academic rigor and infrastructure to accelerate clinical trials, aiming to bring impactful therapies to patients faster. The collaboration will expand patient access across 56 countries, leverage advanced analytics and real-world data, and build on both organizations' extensive experience in relevant therapeutic areas.
