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McKesson’s Strategic Focus and Growth Potential: Buy Rating Affirmed

McKesson’s Strategic Focus and Growth Potential: Buy Rating Affirmed

In a report released today, Erin Wright from Morgan Stanley maintained a Buy rating on McKesson (MCKResearch Report), with a price target of $745.00.

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Erin Wright has given his Buy rating due to a combination of factors that highlight McKesson’s strategic focus and growth potential. The decision to separate the Med-Surg segment into an independent entity is seen as a positive move, allowing McKesson to concentrate on its core competencies in the pharmaceutical sector. This separation is expected to enhance the company’s growth prospects, particularly in high-margin areas like Oncology and Biopharma Solutions.
Additionally, McKesson’s recent financial performance has been strong, with notable growth in US Pharma and RxTS segments, driven by increased demand and cost optimization efforts. The company’s FY26 guidance aligns with long-term growth targets, providing a solid foundation for future performance. The anticipated closure of the Florida Cancer Specialists deal is also expected to contribute positively to earnings, further supporting the Buy rating.

In another report released today, Citi also maintained a Buy rating on the stock with a $800.00 price target.

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