DailyIQ
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Sector:HealthcareAll sectors
Last updated 14 hours ago

SOLV·Solventum Corporation

$.
+. (+.%)
After Hours
High
$80.60
Open
$77.99
Market Cap
13.77B
52W High
$88.20
Low
$77.88
P. Close
$79.52
P/E
9.62
52W Low
$62.38
Fwd P/E
-
DailyIQ Est.
$83.93
Technical Score (1D)
95
BUY
News Sentiment
46
MIXED
No summary available yet.
Earnings Summary
Solventum Corporation operates as a healthcare solutions provider, offering a range of products and services across its Medsurg, Dental Solutions, and Health Information Systems segments. The company serves the medical industry both domestically and internationally through direct sales, distribution networks, and e-commerce platforms. Within the broader healthcare sector, Solventum is positioned in the Medical Instruments & Supplies industry, a field characterized by innovation and evolving regulatory landscapes. The company's business model encompasses a diverse portfolio, from advanced wound care and surgical supplies to dental products and health IT solutions. Solventum's recent quarterly performance shows a mixed trend in earnings per share (EPS) against analyst estimates. In Q1 2026, EPS was $1.48, beating the estimate of $1.3537, and revenue was $2.007 billion, surpassing the estimate of $1.971 billion. This follows a Q4 2025 where EPS of $1.57 exceeded the $1.5255 estimate, with revenue of $1.998 billion slightly missing the $1.999 billion estimate. Prior to this, Q3 2025 saw EPS of $1.50 beat the $1.4322 estimate, while Q2 2025 EPS of $1.69 significantly surpassed the $1.45375 estimate. This pattern indicates a recent tendency for Solventum to meet or exceed EPS expectations, with revenue performance being more variable. Historically, Solventum's earnings have shown an upward trajectory in EPS, with notable beats in Q2 and Q3 2025. While revenue estimates were not consistently provided for earlier quarters, the most recent periods show the company navigating revenue targets with mixed success. The company's ability to deliver strong EPS beats in recent quarters, particularly in Q2 and Q3 2025, suggests operational efficiency or effective cost management. Recent news highlights Solventum's Q1 2026 results, which included a 3% year-over-year revenue decrease to $2.01 billion, yet still surpassed expectations, alongside a 10.6% rise in adjusted EPS to $1.48, also exceeding estimates. This performance was bolstered by growth in the MedSurg segment, offsetting declines elsewhere, and the company reaffirmed its full-year guidance. Investors will be watching for continued momentum in the MedSurg segment and the company's strategies to address performance in other areas, as well as its ability to maintain its positive EPS beat streak and manage revenue fluctuations in the upcoming quarters.

EPS

EstBeatMiss
$1.15$1.30$1.46$1.61$1.76Q1'25Q2'25Q3'25Q4'25Q1'26
QtrEstActual+/−
Q1'26$1.35$1.48+9.3%
Q4'25$1.53$1.57+2.9%
Q3'25$1.43$1.50+4.7%
Q2'25$1.45$1.69+16.3%
Q1'25$1.22$1.34+9.7%

Revenue

EstBeatMiss
$1.9B$2.0B$2.1B$2.1B$2.2BQ1'25Q2'25Q3'25Q4'25Q1'26
QtrEstActual+/−
Q1'26$2.0B$2.0B+1.8%
Q4'25$2.0B$2.0B-0.1%
Q3'25 - $2.1B -
Q2'25 - $2.2B -
Q1'25 - $2.1B -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

SOLV Stock Snapshot

SOLV is currently trading at $79.53, giving Solventum Corporation a market cap of 13.77B and a P/E ratio of 9.6. Today's range spans $77.88–$80.60, with shares opening at $77.99 and moving up $0.01 (0.0%) from the prior close. DailyIQ's technical score sits at 95/100 (BUY) with a news sentiment reading of 46/100.

Over the past year SOLV has traded between $62.38 and $88.20 - the current price is +27.5% off the 52-week low and -9.8% from the high. 23 analysts cover the stock with a Hold consensus and a mean 12-month target of $82.15 (range $60.00–$100.00), implying upside of +3.3%.

SOLV scores 95/100 (BUY) and is at $79.53 - in the middle of its 52-week range within its $62.38–$88.20 annual range. Sentiment at 46/100 is neutral. At 13.77B in Healthcare market cap (P/E: 9.6), this large-cap name benefits from a dynamic that mega-caps don't have: the potential for multiple expansion. When a name at this size with bullish momentum catches the attention of large allocators, the re-rating can be rapid and meaningful.

What makes SOLV's BUY setup (95/100) particularly actionable at 13.77B in Healthcare capitalization is the scale-to-move ratio: large enough to feature on institutional mandates but not so large that the percentage upside is already compressed by index inertia. At $79.53 (in the middle of its 52-week range in $62.38–$88.20), with sentiment running neutral at 46/100, the setup rewards conviction-sized positioning more than it does speculative small bets.