Henry Schein (HSIC) Stock Forecast & Price Target

Henry Schein Inc has demonstrated robust growth across multiple segments, with medical products revenue increasing by 4.7% as reported and 3.0% on a local internal basis, reflecting consistent demand in the healthcare sector. The global technology segment showed significant momentum, generating $167 million in revenue with a growth rate of 7.4% as reported and 6.6% locally, indicating a strong performance in technological solutions for healthcare professionals. Additionally, the company's adjusted EBITDA is projected to grow in the mid-single digits for 2025, aligning with its overall positive financial trajectory.

Henry Schein's recent financial report indicates a significant decline in profitability, with a gross margin of 31.4% falling short of expectations by 110 basis points, primarily due to lower glove pricing and temporary sales initiatives. Additionally, the company experienced a 1.2% decrease in US dental merchandise revenue attributed to pricing pressure, while international revenue, despite a reported increase of 1.9%, showed a decline of 0.4% on a local internal basis. Moreover, projected adjusted EBITDA for FY/25 has been revised down to $1.090 billion, reflecting a reduced outlook on the company's financial performance moving forward.