DailyIQ
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Sector:HealthcareAll sectors
Last updated 4 minutes ago

HSIC·Henry Schein, Inc.

$.
+. (+.%)
After Hours
High
$85.51
Open
$84.22
Market Cap
9.55B
52W High
$89.29
Low
$83.70
P. Close
$84.37
P/E
24.17
52W Low
$61.95
Fwd P/E
14.39
DailyIQ Est.
$90.63
Technical Score (1D)
91
BUY
News Sentiment
51
MIXED
BMO Capital has just initiated coverage on Henry Schein, issuing a Market Perform rating and a $85 price target, signaling a neutral stance that could influence short‑term sentiment. The firm cites the company’s solid footing in the medical‑supplies sector and modest upside potential, suggesting that earnings outlook remains stable. Argus Research, meanwhile, has increased its target to $91, reflecting confidence in HSIC’s ability to sustain growth and improve profitability. The upgrade is driven by projected revenue expansion and margin improvement, which could attract investors seeking upside in a health‑care staples play. Earlier, Argus had lifted its target to $88, so the latest jump to $91 indicates a sharpening bullish view. A strategic partnership with GoTu, announced 256 hours ago, aims to address nationwide dental staffing shortages, potentially boosting demand for HSIC’s dental products and services. This collaboration could translate into higher utilization of HSIC’s supply chain, supporting revenue growth in the dental segment. However, a recent analysis warns that rising supply‑chain costs are compressing margins, and the specialty‑medical product mix exposes the firm to cyclical demand swings. Traders should watch the upcoming earnings release for confirmation of margin expansion and any guidance on cost‑control initiatives. Additionally, monitoring the progress of the GoTu partnership will be key to assessing whether increased staffing translates into higher product demand over the next 1–10 trading days.
Earnings Summary
Henry Schein, Inc. is a global distributor of healthcare products and services, primarily serving dental and medical practitioners with a broad portfolio that includes dental merchandise, equipment, pharmaceuticals, and practice‑management software, positioning it as a value‑added partner in the medical distribution sector. In the most recent two quarters, Q4 2025 and Q1 2026, the company posted EPS of $1.34 and $1.32 respectively, both beating analyst estimates of $1.26 and $1.22, while revenue rose to $3.437 billion and $3.368 billion, up from $3.240 billion and $3.339 billion in Q2 2025 and Q3 2025, indicating a continued upward trajectory in top‑line growth and a shift from the miss in Q2 2025 to consistent EPS beats in the last four quarters. Historically, Henry Schein has shown a steady YoY revenue expansion, with a 7.8% increase from $3.191 billion in Q4 2024 to $3.437 billion in Q4 2025 and a 6.3% rise from $3.168 billion in Q1 2025 to $3.368 billion in Q1 2026, while EPS has alternated between beats and misses but has trended upward overall, reflecting resilient profitability amid modest margin pressures. Recent analyst coverage underscores this positive outlook: BMO Capital’s new coverage and Argus Research’s target‑price upgrades to $91 and $88 respectively signal renewed confidence in incremental revenue growth and margin improvement, while the partnership with GoTu aims to address nationwide staffing shortages and could further lift demand for dental products, though analysts caution about potential supply‑chain cost compression. Looking ahead, investors should watch for the Q2 2026 earnings release to confirm whether the upward revenue trend and EPS beats persist, monitor any guidance on cost‑control initiatives that could mitigate margin compression, and assess the early impact of the GoTu partnership on sales volumes, as these factors will be key to validating the upgraded valuation and sustaining the company’s growth trajectory.

EPS

EstBeatMiss
$1.06$1.15$1.24$1.33$1.42Q1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$1.24 - -
Q1'26$1.22$1.32+8.4%
Q4'25$1.26$1.34+6.3%
Q3'25$1.28$1.38+7.9%
Q2'25$1.19$1.10-7.6%
Q1'25$1.11$1.15+3.6%

Revenue

EstBeatMiss
$3.1B$3.2B$3.3B$3.4B$3.5BQ1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$3.4B - -
Q1'26$3.4B$3.4B-0.2%
Q4'25$3.3B$3.4B+3.1%
Q3'25 - $3.3B -
Q2'25 - $3.2B -
Q1'25 - $3.2B -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

HSIC Stock Snapshot

HSIC is currently trading at $84.40, giving Henry Schein, Inc. a market cap of 9.55B and a P/E ratio of 24.2. Today's range spans $83.70–$85.51, with shares opening at $84.22 and moving up $0.03 (0.0%) from the prior close. DailyIQ's technical score sits at 91/100 (BUY) with a news sentiment reading of 51/100.

Over the past year HSIC has traded between $61.95 and $89.29 - the current price is +36.2% off the 52-week low and -5.5% from the high. 25 analysts cover the stock with a Hold consensus and a mean 12-month target of $88.50 (range $64.00–$100.00), implying upside of +4.9%.

HSIC is a small-cap Healthcare name (9.55B market cap) with a BUY technical read (91/100) and neutral sentiment (51/100). Price: $84.40 (in the upper portion of its 52-week range). (P/E: 24.2) The 52-week window of $61.95–$89.29 shows the full range this stock can trade - and at this cap tier, once momentum builds, the move from in the upper portion of its 52-week range to either extreme tends to happen faster than the timeline in larger-cap names.

News sentiment (51/100, neutral) plays a larger role in small-cap price discovery than in mega-cap names, because the analyst coverage base is narrower and each incremental news item carries more weight in the information set. For HSIC — 9.55B in Healthcare market cap, technical score 91/100 (BUY), price $84.40 (in the upper portion of its 52-week range) — a sustained improvement in the news backdrop could accelerate the bullish technical thesis toward the upper end of the $61.95–$89.29 range faster than fundamental models would suggest.