BHC jumps 11% as Solta Medical acquires Wuhan Shibo Zhenmei, gaining full control of its China aesthetics distribution business.
Bausch Health Companies Inc. (BHC) Presents at Evercore 8th Annual Healthcare Conference Transcript
Bausch (BHC) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Bausch Health (BHC) delivered a strong Q3, exceeding expectations and reinforcing the medium-term deleveraging investment thesis. BHC's upside potential is now 36.8%, with a Buy rating maintained and a fair value target of $9.1 per share (range $8-10). The core thesis centers on debt reduction, but significant risks remain, especially Xifaxan sales declines and refinancing challenges in 2027-2028.
Bausch Health (BHC) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Bausch Health Companies delivered strong Q3 results, with revenue up 6.8% year-over-year and EPS beating estimates by $0.10. BHC's growth is driven by successful product launches like Cabtreo, robust Xifaxan performance, and expansion in dermatology and aesthetics segments. The company raised guidance on adjusted EBITDA and operating cash flow, supported by cost management and strategic investments in R&D and AI optimization.
Bausch Health's Q3 results top expectations as strong Salix and Solta sales fuel growth. Shares gain.
Bausch Health Companies Inc. ( BHC ) Q3 2025 Earnings Call October 29, 2025 5:00 PM EDT Company Participants Garen Sarafian - VP & Head of Investor Relations Thomas Appio - CEO & Director Jean-Jacques Charhon - Executive VP & CFO Conference Call Participants Leszek Sulewski - Truist Securities, Inc., Research Division Chi Meng Fong - BofA Securities, Research Division Liwen Wang - Jefferies LLC, Research Division Michael Nedelcovych - TD Cowen, Research Division Douglas Miehm - RBC Capital Markets, Research Division Michael Freeman - Raymond James & Associates, Inc., Research Division Presentation Operator Greetings, and welcome to the Bausch Health Third Quarter 2025 Earnings Conference Call. [Operator Instructions].
Bausch Health remains a Buy as the market overstates debt and patent risks, while the business shows stable cash generation and operational momentum. Q2 results confirmed growth in core segments, improved profitability, and management's commitment to debt reduction and strategic portfolio development. Despite a heavy debt load, refinancing progress and upgraded 2025 guidance support my thesis of undervaluation and a 27% upside to $9.1 per share.
Bausch Health surged by nearly 20% on high volume on Monday, rebounding from a post-earnings sell-off driven by high risk and debt concerns. Q2 results beat revenue and GAAP EPS estimates, with strong growth in Xifaxan and Solta Medical, but normalized EPS missed slightly. Debt reduction remains slow, with only $11 million paid down against $14.65 billion net debt.
Bausch Health Companies Inc. (NYSE:BHC ) Q2 2025 Earnings Conference Call July 30, 2025 5:00 PM ET Company Participants Garen Sarafian - VP & Head of Investor Relations Jean-Jacques Charhon - Executive VP & CFO Thomas J. Appio - CEO & Director Conference Call Participants Douglas Miehm - RBC Capital Markets, Research Division Jason Matthew Gerberry - BofA Securities, Research Division Michael Thomas Nedelcovych - TD Cowen, Research Division Umer Raffat - Evercore ISI Institutional Equities, Research Division Operator Welcome to the Bausch Health First Quarter 2025 Earnings Call.
The headline numbers for Bausch (BHC) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.