Becton, Dickinson's Fiscal 2027 Guidance Limits Near-Term Stock Upside, RBC Says

11:03 AM EST, 11/06/2026 (MT Newswires) -- Becton, Dickinson's (BDX) fiscal 2027 guidance limits near-term stock upside and reflects known headwinds, but the company continues to showcase encouraging business momentum, RBC Capital Markets said in a Thursday research report. The fiscal Q4 beat was led by momentum across growth platforms, reinforcing portfolio potential, the brokerage said, adding that it looks forward to the upcoming investor day for more clarity on the durability of the trend. The event could be a catalyst as management intends to include long-term financial targets, pipeline updates, and a capital allocation framework, according to the note. Becton, Dickinson reported fiscal Q4 adjusted earnings from continuing operations Thursday of $4.15 per diluted share, up from $3.26 a year earlier. Analysts polled by FactSet expected $4.07. The company expects to return to mid-single-digit growth after the Alaris headwind dissipates in fiscal 2028, with margin expansion and increasing cash flow, analysts wrote. The brokerage said it reiterated its sector perform rating on the stock and raised its price target to $225 per share from $190. Price: 212.99, Change: -0.56, Percent Change: -0.26