A director at IQVIA Holdings Inc sold 1,300 shares at 246.330USD and the significance rating of the trade was 50/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clea...
Moody's Investors Service (Moody's) assigned Baa3 rating to the proposed US dollar-denominated senior secured notes, and Ba2 rating to the proposed senior unsecured notes of IQVIA Inc. ("IQVIA"). There are no changes to IQVIA's existing ratings, including the Ba1 corporate family rating (CFR), Ba1-P...
The independent financial analyst theScreener just lowered the general evaluation of IQVIA HOLDINGS (US), active in the Health Care Providers industry. As regards its fundamental valuation, the title now shows 0 out of 4 stars while market behaviour can be considered moderately risky. theScreener believes that the title remains under pressure due to the loss of a star(s) and downgrades its general evaluation to Slightly Negative. As of the analysis date January 18, 2022, the closing price was US...
Freeport-McMoRan (FCX) is one of the best-positioned copper miners to benefit from the various megatrends pushing copper demand higher. Uniform Accounting highlights that the market is significantly mispricing the value of Freeport's production capabilities, signaling the potential for equity upside. With trends like the IoT and EVs driving stronger demand for precious metals, copper producers like Freeport are well positioned for a boost in profitability. Additionally, Freeport has the po...
IQVIA Holdings (IQV) currently trades above corporate and historical averages relative to Uniform earnings, with a 28.2x Uniform P/E (Fwd. V/E'). At these levels, markets are pricing in expectations for Uniform ROA to recover to 62%, accompanied by 12% Uniform asset growth. Similarly, analysts expect Uniform ROA to improve to 58% by 2022, accompanied by 24% Uniform asset growth. If sustained going forward, these levels would imply a stock price closer to $414, representing significant potenti...
RESEARCH TRIANGLE PARK, N.C.--(BUSINESS WIRE)-- IQVIA Holdings Inc. (“IQVIA”) (NYSE: IQV), a leading global provider of advanced analytics, technology solutions, and clinical research services to the life sciences industry, today reported financial results for the quarter ended September 30, 2021. Third-Quarter 2021 Operating Results Revenue for the third quarter of $3,391 million increased 21.7 percent on a reported basis and 21.1 percent at constant currency compared to the third quarter of 2020. Technology & Analytics Solutions (TAS) revenue of $1,337 million grew 10.8 percent on a reporte...
Full Article at IIR has reaffirmed its Recommended rating for PIA after undertaking a review post the appointment of a new Portfolio Manager, Harding Loevner. The full report can be found on the IIR website. On 26 July 2021, Pengana International Equities Limited (PIA) announced a fully franked dividend of 1.35 cents per share for the June quarter. This represents an 8% increase on the March quarter dividend and takes the total dividends declared for FY21 of 5.1 cents per share, fully franked....
In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.
IQVIA posted solid second-quarter results. Revenue was over $2.7 billion, representing 8.5% growth in constant currency, and adjusted EBITDA of $578 million, representing margin improvement of about 33 basis points from last year. Management raised revenue guidance for the full year slightly, narrowed adjusted EBITDA guidance, and raised guidance for adjusted earnings per share. While we may make some adjustments to our model, we do not expect a material change to our fair value estimate of $131...
Key Points: • A number of Energy related names are reversing price and RS downtrends. (ex. DRQ, OII, AROC, and CKH) • A few banks and asset managers are inflecting positively or within uptrends. (ex. C, BRKL, VLY, FCF, LM, and INTL) • The healthcare Sector has a number of names inflecting bullishly (ex. CUTR, CMD, IART, CCRN, CRVL, MGLN, PGNX, ANIK, ILMN, IQV, and ANIP)
Key Points: • The U.S. dollar is breaking its 16-month uptrend and is declining through its 200-day moving average and Gold is breaking to 6-year price highs. RS appears to be staging a reversal at a support level. (ex. GC00, GDX) • A number of Healthcare Sector names are breaking out or staging reversals. (ex. ITGR, CHE, XRAY, OMCL, MOH, WCG, ARWR, INCY, GILD, VRTX, IQV, MEDP, and CTLT)
We are raising our fair value estimate for IQVIA to $131 per share following its investor day on June 18, where management laid out its strategy for growth through 2022 as well as plans for additional cost savings and deleveraging. The company continues to fire on all cylinders, with strong growth in both of its key segments, technology and analytics and research and development. We continue to believe shares look rich, but we believe that the narrow-moat company is competitively well positioned...
We are raising our fair value estimate for IQVIA to $131 per share following its investor day on June 18, where management laid out its strategy for growth through 2022 as well as plans for additional cost savings and deleveraging. The company continues to fire on all cylinders, with strong growth in both of its key segments, technology and analytics and research and development. We continue to believe shares look rich, but we believe that the narrow-moat company is competitively well positioned...
We are raising our fair value estimate for IQVIA to $131 per share following its investor day on June 18, where management laid out its strategy for growth through 2022 as well as plans for additional cost savings and deleveraging. The company continues to fire on all cylinders, with strong growth in both of its key segments, technology and analytics and research and development. We continue to believe shares look rich, but we believe that the narrow-moat company is competitively well positioned...
IQVIA (formerly QuintilesIMS) is the result of the merger of Quintiles, a leading late-stage contract research organization, and IMS Health, a dominant player in life sciences data and analytics. The long-term strategic benefit of the merger remains somewhat uncertain, but there is no question that the company is the entrenched leader in both the CRO space and life sciences data and analytics. Further, as a result of the merger, the company leads in real-world evidence, in which data from source...
Contract research organization IQVIA started the year well, with $2.7 billion in revenue slightly surpassing our expectations and representing 7.2% growth in constant currency (4.7% reported). Despite currency headwinds and the termination of a major trial, management maintained full-year guidance and affirmed that the operating environment for clinical development services remains strong. After adjusting our near-term revenue outlook for the technology and analytics segment, which performed ahe...
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