Analysts at Mizuho Remain Bullish on IQVIA (IQV) Following Q4 Results
IQVIA Holdings Inc. (NYSE:IQV) is one of the most undervalued AI stocks to buy now.
With significant analyst and hedge fund sentiment, alongside a low forward price-to-earnings (PE) ratio, IQVIA Holdings Inc. (NYSE:IQV) secures a spot on our list of the most undervalued AI stocks to buy now.
Following the company’s fourth-quarter earnings release, analysts at Mizuho and Truist revise their valuation models on IQVIA Holdings Inc. (NYSE:IQV).
Incorporating the company’s Q4 performance, Mizuho lowered its price target on the stock from $266 to $215 on February 23, 2026. The firm reiterated its ‘Outperform’ rating on IQVIA Holdings Inc. (NYSE:IQV).
Meanwhile, concerns surrounding the potential impact of AI continue to weigh on analyst sentiment at Truist. Alongside the quarterly performance, the company’s re-segmentation prompted the investment bank’s analysts to cut their forward EBITDA multiple from 14x to 13x to incorporate AI headwinds. While maintaining its ‘Buy’ rating, the firm reduced its price target on the stock from $290 to $245 on February 19.
For the fourth quarter, IQVIA Holdings Inc. (NYSE:IQV) reported a top-line growth of 10.30%, taking its revenue to $4.36 billion. As of quarter-end, the company’s R&D backlog climbed to $32.70 billion, while the book-to-bill ratio reached 1.18x.
On an adjusted basis, EPS for the quarter came out at $3.42, a 9.60% increase. Looking ahead, IQVIA Holdings Inc. (NYSE:IQV) expects revenue of $17.15-$17.35 billion and adjusted EPS of $12.55-$12.85. The company announced its quarterly results on February 5, 2026.
IQVIA Holdings Inc. (NYSE:IQV) engages in the provision of clinical research services, commercial analytics, and healthcare intelligence solutions. Leveraging data, technology, and AI, the company helps life sciences companies with drug development, commercialization, and real-world evidence generation worldwide.
While we acknowledge the potential of IQV as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
You may also like
VIPCross-Asset Positioning Amid AI Earnings Scrutiny and the US Election
1. Markets diverged during the week. Between the October 23 and October 30 closes, BTC fell 4.78%, the Nasdaq 100 declined 1.98%, and gold and silver dropped 2.72% and 8.59%, respectively. The DAX, KOSPI, Nikkei 225 and Hang Seng advanced. We focus on differences in growth prospects, valuation sensitivity and risk exposures rather than applying a single directional view across assets. 2. Market reactions to Alphabet's and Intel's earnings brought returns on AI investment into focus. Attention is shifting from the scale of capital expenditure to revenue realization, margins and free cash flow. Lower interest rates can ease discount-rate pressure, but a sustained valuation recovery still requires support from both operating performance and financing conditions. 3. The November 3 US midterm elections and November 6 employment report are key events in the coming week. We monitor how post-election fiscal and legislative agendas may affect interest rates, the dollar and industry operating conditions. Our execution priorities are to manage leverage and concentration, retain margin and exit-liquidity buffers, and avoid treating a single political outcome as an automatic trading signal. 4. Following Binance's disclosure of a security incident, industry attention to endpoint protection, access segregation and coordinated incident response has increased. Key assets to monitor: BTC, the Nasdaq 100, crude oil and gold, alongside upcoming earnings from AAPL, AMD, PLTR, ARM, ANET and QCOM.
HYATT HOTELS CORP <H.N>: JEFFERIES RAISES TARGET PRICE TO $188 FROM $167
Italgas Raised to Buy From Hold by Berenberg
BANCORP INC <TBBK.O>: KBW CUTS TARGET PRICE TO $56 FROM $65
Crypto prices
More
