Cardinal Health (CAH) News Today

Cardinal Health, Inc. (NYSE:CAH) is trading higher today, driven by a series of earnings beats, raised guidance and price‐target hikes. Investors are weighing these positives against revenue softness and some downward analyst revisions.

• Positive Sentiment: Leerink Partners raised its Q1 2026 EPS estimate to $2.20 (from $2.17) and forecasts annual EPS growth through FY2029. MarketBeat CAH Report
• Positive Sentiment: Robert W. Baird lifted its price target on CAH to $203.00 and maintained an “outperform” rating. CAH Price Target Raised
• Positive Sentiment: Q2 results beat expectations with EPS of $2.08 vs. $2.03 consensus. Q2 Earnings Beat
• Positive Sentiment: FY2026 EPS guidance of $9.30–$9.50 tops the consensus of $8.19. FY2026 Guidance
• Positive Sentiment: Cardinal Health reported strong Q4 and full-year 2025 results. Strong Q4 & FY2025 Results
• Positive Sentiment: Zacks notes CAH is oversold after a 9.1% four-week decline and may be poised for a trend reversal. Trend Reversal Analysis
• Positive Sentiment: The $1.9B acquisition of UroGen Pharma diversifies CAH’s specialty portfolio. UroGen Acquisition
• Neutral Sentiment: WSJ reports mixed Q2 results alongside the $1.9B Solaris Health deal. Mixed Results & Solaris Deal
• Neutral Sentiment: MSN deep dive outlines specialty expansion benefits and tariff headwinds. Q2 Deep Dive
• Neutral Sentiment: Zacks discusses broker recommendations on whether to buy, sell or hold CAH. Broker Recommendations
• Neutral Sentiment: Brokerages set a blended target price of $158.07 for CAH. Consensus Target Price
• Negative Sentiment: Short-term shares slid on the $1.9B urology deal despite long-term growth potential. Urology Bet Reaction
• Negative Sentiment: Leerink Partners lowered its stock price expectations for CAH. Lowered Expectations
• Negative Sentiment: CAH shares dropped over 7% after disappointing revenue in Q4 and fiscal year 2025. Revenue Performance
• Negative Sentiment: Shares gapped down following mixed earnings and outlook commentary. Gap Down Reaction
• Negative Sentiment: Evercore ISI trimmed its price target to $190, signaling reduced near-term upside. PT Lowered by Evercore