Becton Dickinson: Long-Term Potential Amid Short-Term Challenges

Stifel Nicolaus analyst Rick Wise maintained a Buy rating on Becton Dickinson (BDX – Research Report) today and set a price target of $224.00.

Rick Wise has given his Buy rating due to a combination of factors that reflect both current challenges and long-term potential for Becton Dickinson. Despite a disappointing F2Q25 performance and a reduction in full-year guidance, the company has shown resilience through better-than-expected margins, which helped surpass EPS expectations. The management’s anticipation of accelerating sales growth towards the end of the fiscal year suggests a potential recovery, although the guidance remains back-end loaded, which has historically been a concern for investors.
Furthermore, Becton Dickinson is in strong financial health and continues to innovate with new product launches and operational improvements that are expected to enhance margins. The company’s active portfolio management and potential updates on the Diagnostic Solutions & Biosciences separation are also positive indicators. While near-term share price growth may be limited until management regains investor confidence, the stock’s current valuation presents a favorable long-term investment opportunity, according to Wise.

In another report released today, Citi also maintained a Buy rating on the stock with a $217.00 price target.