The Medical group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Is Allurion Technologies, Inc. (ALUR) one of those stocks right now? By taking a look at the stock's year-to-date performance in comparison to its Medical peers, we might be able to answer that question.Allurion Technologies, Inc. is a member of our Medical group, which includes 925 different companies and currently sits at #8 in the Zacks Sector Rank. The Zacks Sector Rank ...

McKesson Corporation (NYSE:MCK) is included among the Goldman Sachs Dividend Stocks: Top 14 Stock Picks. Barclays Boosts McKesson (MCK) Price Target, Says Shares Likely to Stay in Favor On February 18, Barclays raised its price objective on McKesson Corporation (NYSE:MCK) to $1,050 from $960. The firm reiterated an Overweight rating on the shares. Analysts said the stock is expected to “remain in favor” as investors look for “pockets of safety within healthcare.” At the same time, the firm noted that McK ...

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The investment idea related to the purchase of shares of McKesson Corporation ( MCK ), which I wrote about in December, has fully justified itself. The shares were undervalued by 10-15% in my estimation, given the financialHi there! I’m Narek, and I’ve been in the investment world for over six years. I started out as an equity analyst at European banks, digging into reports and learning how to spot value in the markets. I’ve worked across sectors — from telecom to industry — and found that behind every fina ...

Core Viewpoint - McKesson Corporation has shown strong financial performance and stock growth, outperforming both the broader market and sector-specific indices, indicating a positive outlook for the company. Group 1: Company Overview - McKesson Corporation, based in Irving, Texas, distributes pharmaceuticals, medical-surgical supplies, and health and beauty care products primarily in North America, with a market capitalization of $114.5 billion [1]. - The company operates through four segments: U.S. Pharmaceutical, Prescription Technology Solutions (RxTS), Medical-Surgical Solutions, and International [1]. Group 2: Stock Performance - McKesson's shares have outperformed the broader market over the past year, with a growth of 55.2% over the past 52 weeks and 14% year-to-date, compared to the S&P 500 Index's return of 11.8% [2]. - The stock has also outperformed the State Street Healthcare Select Sector SPDR ETF (XLV), which rose by 7.7% over the past 52 weeks [3]. Group 3: Earnings Performance - On February 5, McKesson's shares surged by 16.5% following the release of better-than-expected Q3 2026 earnings, with revenue increasing by 11.4% year-over-year to $106.2 billion, aligning with market expectations [3]. - The adjusted EPS for the quarter was $9.34, surpassing Wall Street estimates, and the company anticipates full-year earnings in the range of $38.80 to $39.20 per share [3]. Group 4: Analyst Expectations - For the current fiscal year ending in March 2026, analysts expect McKesson's EPS to grow by 18.1% year-over-year to $39.03 on a diluted basis, with a strong earnings surprise history [4]. - Among 17 analysts covering McKesson stock, the consensus rating is a "Strong Buy," supported by 13 "Strong Buy" ratings and four "Holds" [4]. Group 5: Price Target and Analyst Ratings - JP Morgan analyst Lisa Gill maintained an "Overweight" rating on McKesson, raising the price target from $983 to $1,107, indicating an 18.4% potential upside from the current price levels [5]. - The mean price target of $965.56 suggests a 3.3% premium to McKesson's current price [5].

Core Insights - McKesson Corporation (NYSE:MCK) has been recognized as one of the best performing stocks in the S&P 500 over the last five years [1] Financial Performance - BofA has reaffirmed a 'Buy' rating on McKesson and raised its price target from $950 to $970 following a strong third quarter performance [3] - The company reported third-quarter revenue of $106.16 billion, surpassing the forecast of $105.86 billion, and adjusted EPS of $9.34, exceeding the expected $9.22 [5] - McKesson raised its fiscal 2026 adjusted EPS forecast from a prior range of $38.35-$38.85 to a new range of $38.80-$39.20 [4] Segment Performance - The North American Pharmaceutical segment showed solid performance, contributing to the overall revenue growth [3] - The U.S. pharmaceutical segment's sales increased by 9% to $88.30 billion, driven by strong demand for specialty drugs and prescription volumes [5] Company Overview - McKesson Corporation is a healthcare services company that provides pharmaceutical distribution, specialty drug solutions, prescription technology services, and medical-surgical supplies in the U.S. and international markets [6]

Core Viewpoint - McKesson Corporation (NYSE:MCK) is highlighted as a significant player in the healthcare services sector, with strong stock performance and positive analyst outlooks, despite some market challenges [2][3]. Company Performance - McKesson's shares have increased by 59% over the past year and by 15% year-to-date [2]. - TD Cowen raised the share price target to $1,012 from $1,000 while maintaining a Buy rating, citing strong performance in the pharmaceutical and cancer businesses [2]. - Morgan Stanley also raised its price target to $966 from $916, keeping an Overweight rating, with optimism driven by the cancer business [2]. Market Context - The company is noted for its significant role in the healthcare industry, being one of the largest providers in America [2]. - Jim Cramer has recently discussed McKesson in the context of its influence and market position, even comparing its power to that of President Trump [3].

Core Insights - McKesson Corporation (MCK) reported third-quarter fiscal 2026 adjusted earnings per share (EPS) of $9.34, exceeding the Zacks Consensus Estimate of $9.31 by 0.3%, and reflecting a year-over-year improvement of 16.3% driven by strong operational growth and acquisitions in the Oncology & Multispecialty segment [1][7] Revenue Details - Revenues reached $106.16 billion, surpassing the Zacks Consensus Estimate by 0.5%, and increased by 11.4% year over year, primarily due to higher prescription volumes from retail national account customers and growth in oncology and specialty product distribution [2][7] - The North American Pharmaceutical segment generated revenues of $88.3 billion, up 9% year over year, attributed to increased prescription volumes and specialty products [5] Segmental Analysis - The Oncology & Multispecialty segment reported revenues of $13 billion, a significant increase of 37% year over year, driven by growth in provider solutions and specialty distribution, along with contributions from acquisitions [8] - The Prescription Technology Solutions segment's revenues totaled $1.5 billion, up 9% year over year, supported by increased prescription volumes in third-party logistics and technology services [9] - The Medical-Surgical Solutions segment generated revenues of $3 billion, a modest increase of 1% year over year, with adjusted operating profit down 10% due to reduced volumes in physician office settings [10] Financial Performance - Adjusted gross profit was $3.66 billion, reflecting a year-over-year increase of 9.6%, while adjusted operating income rose 13.4% to $1.81 billion, with an operating margin of 1.9%, expanding nearly 22 basis points year over year [11] - Cash and cash equivalents stood at $2.96 billion, down from $4 billion in the previous quarter, with cumulative net cash provided by operating activities amounting to $2.73 billion [12] Fiscal 2026 Guidance - McKesson raised its EPS guidance for fiscal 2026 to a range of $38.80-$39.20 from the previous $38.35-$38.85, and expects total revenue growth of 12-16%, up from the prior guidance of 11-15% [13][16] Strategic Developments - The company is progressing towards the spin-off of its Medical-Surgical Solutions business, expected to be completed by the second half of calendar 2027, and has divested its retail and distribution businesses in Norway, marking its exit from European operations [15]

Core Viewpoint - Concerns over growth and weak labor market data have led to significant declines in the U.S. stock market, with the S&P 500 index turning negative for the year [2][3][4]. Group 1: Market Performance - The Dow Jones Industrial Average fell nearly 600 points, a decline of approximately 1.2% [3]. - The S&P 500 index also dropped by 1.2%, marking a year-to-date downturn [3]. - The Nasdaq Composite Index decreased by 1.6%, continuing its most severe decline since April of the previous year [4]. Group 2: Sector Performance - Technology stocks and speculative bets on Wall Street experienced renewed declines, with the information technology sector of the S&P 500 falling by 1.7% [4]. - Software stocks saw significant drops, with Microsoft down 5% and Salesforce down 4.7% [4]. - The consumer discretionary sector faced severe losses, with DoorDash down 6.1% and both Lululemon and Ralph Lauren down over 4% [3]. Group 3: Individual Company Performance - Estée Lauder's stock plummeted by 19%, the largest decline among S&P 500 constituents, due to anticipated profit reductions of about $100 million related to tariffs [5]. - Cummins, an engine manufacturer, saw its stock drop by 11%, marking its largest single-day percentage decline since the onset of the COVID-19 pandemic [5]. - McKesson, a diversified healthcare services company, reported strong earnings, leading to a 17% increase in its stock price, the highest gain in the S&P 500 index [5]. Group 4: Commodity and Cryptocurrency Performance - Bitcoin fell by 13%, contributing to a 19% drop in the stock price of cryptocurrency firm Coinbase, marking its 13th consecutive day of decline [4]. - Silver prices decreased by 9.1% [4].