NYSE:BDX

Becton Dickinson (BDX)

155.92
+4.54 (3.00%)
as of Jun 26, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJun 27, 2026, 12:00 am

This summary was created by AI, based on 2 opinions in the last 12 months.

Becton Dickinson (BDX) has undergone significant structural changes following the spin-off of its life sciences business and subsequent merger with Waters Corp, positioning itself as a pure-play medical technology company. Management has adjusted their earnings expectations for 2026 from $15 EPS down to $12.50, indicating a shift in focus towards higher-growth, higher-margin sectors. The operating margin expectations have also seen an improvement, rising from 21% to 25%. While the stock appears reasonably priced at 14x earnings, the changes have introduced a level of risk that warrants a cautious approach. Analysts have set a price target of $200, but macroeconomic factors affecting the hospital segment remain a concern for investors looking for stability.

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HOLD
He has no plans to sell it. They were very strong last year. It has been a little slow this year. You are not going to have explosive growth every single year. You might want to watch it and buy it if it dips coming out of the pandemic.
WAIT
Syringes, IVs, disposable items. On his hot watch list. He's looking at hospital utilization rates. The market is waiting too. Once rates tick up, they'll be a direct beneficiary.
WATCH
90% of the things they make are disposables. They make syringes among other things. The products are diversified and one does not dominate their revenues. There are many operations that should have happened but have not due to covid. Earnings will accelerate once covid has subsided and procedures restart.
WATCH
90% of the things they make are disposables. They make syringes among other things. The products are diversified and one does not dominate their revenues. There are many operations that should have happened but have not due to covid. Earnings will accelerate once covid has subsided and procedures restart.
TOP PICK

"Canadian Tire" of healthcare products for clinics and medical offices. Products are one-use only. Elective surgeries have been cancelled, so stock has not done much. Will shine in post-Covid era. Yield is 1.38%. (Analysts’ price target is $272.31)

BUY

Healthcare gets knocked down before an election so there is a constant battle at this time of year and then it disappears after the election. This is a great company and continues to do well and you should own it or SYK-N, which he owns.

DON'T BUY

BDX vs. BSX Owns Boston Scientific instead, with a strong history of execution. One-time events threw off that execution. Hospital procedures are coming back, which will benefit the entire industry. BSX is better known for innovation.

BUY
A medical products company. They had a recall of one of their products this year, and they were late on the ball with covid testing. Now that things are open again and people are going to the hospital, they should have a positive outlook.
BUY
A good opportunity. Covid has led to deferral of elective surgeries, so revenues are suffering and the market didn't like this. Vaccine testing will help them quite a bit to monetize their testing technology. Reasonable opportunity. Wouldn't be shy to buy at these levels.
BUY

Allan Tong’s Discover Picks The pandemic helped BDX, since most of its products are disposable. Then again, during the spring lockdown, surgeries were cancelled across the board, so use of BDX's products nearly halted. Its chart this year has been rocky, though earlier this month, the stock returned to previous highs above $280 while it has met or narrowly beat its EPS in the past four quarters. BDX continues to be profitable at a margin of 7.13% and a 15.41% five-year average revenue growth. Forward PE stands at 20.44x and it pays a dividend of 1.2%. Read BDX, BSX, ISRG and Stryker Stock: Top 4 Medical Supply Stocks for our full analysis.

BUY
One of the better US healthcare companies, making needles and test tubes. BDX has done very well in recent years though flat during COVID, so he expects a catch-up. No reason to be afraid of this. It's a solid stock that will grow 3-5% annually.
PAST TOP PICK
(A Top Pick Jun 24/19, Up 12%) The only company that can manufacture disposable, consumable medical products, especially syringes. They benefit from the pandemic and will benefit from the aging population.
PAST TOP PICK
(A Top Pick Jun 24/19, Down 6%) Hospitals were kind of closed across North America. These guys were a supplier for hospitals. If there are no surgeries then there is less demand for their one time use products. A billion plus doses of a vaccine will require their syringes.
TOP PICK
Most of their medical devices are disposable, and now they have a new COVID test. So, 90% of revenues are recurring and will only increase by 14% in the coming 12 months and double-digits in years to follow. They are incredibly well-positioned and enjoy consistent demand. (Analysts’ price target is $268.53)
COMMENT

Investing in healthcare is hard. He holds BDX which he sees it as the shopping mall of healthcare products. He used to own ZBH but they suffered from recalls. He would probably stick to one of the three since he believes they are the best run companies in healthcare.

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