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William Blair downgrades Becton Dickinson on ‘disappointing’ Q2 update

William Blair downgraded Becton Dickinson (BDX) to Market Perform from Outperform without a price target The company issued a “disappointing” fiscal Q2 update with organic revenue guidance for fiscal 2025 down 100 basis points and a net tariff earnings headwind for the year of 25c per share, which shifts Becton’s earnings growth down by just under 200 basis points, the analyst tells investors in a research note. As such, Blair does not think meaningful multiple expansion for the shares will happen in the near term. The firm sees better opportunities for relative stock outperformance among other names.

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