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Needham maintains Buy rating on Hologic shares amid expected slowdown

EditorTanya Mishra
Published 09/17/2024, 06:17 AM
HOLX
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The stock of Hologic (NASDAQ: NASDAQ:HOLX), a medical technology company, retained its Buy rating and $90.00 price target from Needham, a major investment firm.


The firm's updated model takes into account the latest insights from Hologic's management regarding the company's Breast Health products and COVID-19 testing sales.


Management at a recent investor conference indicated a potential modest slowdown in Breast Health due to anticipation for the next generation gantry launch.


Additionally, they set expectations for a decline in COVID-19 testing sales, projecting that these would continue to decrease and could nearly disappear in the future.


In response to these updates, the investment firm has revised its revenue forecasts for Hologic, particularly within the Breast Imaging and Molecular Diagnostics segments, which includes COVID-19 testing.


The firm's financial model now reflects lower revenue estimates for the fiscal years 2025 and 2026. These adjustments are directly tied to the anticipated changes in product demand as conveyed by Hologic's management team.


The firm also adjusted its earnings per share (EPS) projections for Hologic, aligning them with the updated revenue expectations. The EPS estimates for fiscal years 2025 and 2026 have been reduced, primarily due to the anticipated decrease in revenues from the Breast Health and COVID-19 testing segments.


Despite these adjustments, the investment firm's stance on Hologic's stock remains positive, with the price target unchanged at $90.00.


The firm's Buy rating indicates confidence in the company's overall performance and future prospects, despite the near-term challenges identified in the Breast Health and COVID-19 testing markets.


In other recent news, Hologic has been making notable strides in its financial performance. The company's third fiscal quarter report exceeded expectations, with revenues reaching $1.011 billion and an adjusted earnings per share (EPS) of $1.06. This strong performance was driven by a 10.5% growth in Molecular Diagnostics and a 7.1% growth in Breast Health.


Citi and JPMorgan, two prominent financial firms, have both provided favorable outlooks for Hologic, with Citi maintaining a Buy rating and a price target of $95.00. The company's management has expressed confidence in achieving a 31.5% operating profit margin by 2025.


In addition, Hologic recently completed the acquisition of Endomagnetics and repurchased $100 million in shares.


Despite facing challenges such as a temporary shipping halt in its non-core Skeletal business and the recall of BioZorb, these recent developments highlight Hologic's ability to navigate challenges and continue its growth trajectory.


The company's projected revenue for fiscal year 2024 is expected to be between $4.012 billion and $4.027 billion. These are recent developments that investors should be aware of.


InvestingPro Insights


As Hologic (NASDAQ:HOLX) navigates the evolving landscape of medical technology and diagnostics, recent data from InvestingPro provides a snapshot of the company's financial health and market position. With a market capitalization of $19.21 billion, Hologic is trading at a P/E ratio of 28.11, reflecting investor sentiment on its earnings capability. Adjusted for the last twelve months as of Q3 2024, the P/E ratio stands at a slightly lower 23.35, which, when paired with a PEG ratio of 0.54, suggests a favorable relation between the company's earnings growth and its share price.


Despite a slight revenue decline of 1.26% over the last twelve months as of Q3 2024, Hologic maintains a strong gross profit margin of 60.58%, indicating efficient control over its cost of goods sold. Additionally, the company's operating income margin of 23.57% suggests robust operational execution.


InvestingPro Tips highlight that Hologic's management has been actively buying back shares, demonstrating a commitment to shareholder value. Furthermore, the company is expected to see net income growth this year. These factors, combined with the fact that Hologic operates with a moderate level of debt and has liquid assets exceeding its short-term obligations, paint a picture of a company with a solid financial foundation.


For those looking to delve deeper into Hologic's performance and strategic direction, InvestingPro offers additional tips, including insights on earnings revisions by analysts and the company's trading patterns. There are a total of 12 more InvestingPro Tips available for Hologic, providing a comprehensive analysis for investors and industry observers alike.


Investors interested in Hologic can find further information and tips by visiting https://www.investing.com/pro/HOLX, which may offer additional perspectives on the company's potential and current market dynamics.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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