Medline price target raised to $54 from $49 at Goldman Sachs

Goldman Sachs raised the firm’s price target on Medline (MDLN) to $54 from $49 and keeps a Buy rating on the shares. Medline’s Q4 results exceeded consensus on both revenue and adjusted EBITDA, with organic growth of 14.4% surpassing expectations and full-year organic growth reaching 10.5%, while 2026 guidance for 8%-9% organic growth and $3.5B-$3.6B in adjusted EBITDA came in modestly ahead of consensus, the analyst tells investors in a research note. The post-earnings pullback appears driven more by recent year-to-date outperformance versus the S&P 500 than by fundamentals, the firm says.