KeyBanc的Solventum因实现长期增长目标而升级

2026-01-27 02:24

KeyBanc Capital Markets has upgraded Solventum (SOLV) to overweight from sector weight as the 3M spinoff is on the right track to achieving long-term growth targets.
The bank has a $97 price target (~23% upside based on Jan. 23 close).
"Given new product launches, growth accretive M&A, a steady macro backdrop, and the annualization of SKU headwinds in 2027, we think SOLV could potentially track closer to its 4-5% organic growth objective ahead of its 2028 timeline," analyst Brett Fishbin wrote.
He added that concerns over 2026 guidance "may be overblown" and the company has moved into an offensive capital allocation strategy.
Fishbin noted that given he has an 11.4x 2027 EPS estimate multiple, it positions Solventum with an attractive valuation compared to its peers, which trade at an average 2027 multiple of ~15x.

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