Solventum Leads the Pack in Healthcare Supplies Stocks This Year
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 22 2025
0mins
Should l Buy SOLV?
Source: SeekingAlpha
Healthcare Sector Performance: The S&P healthcare index (XLV) experienced a YTD increase of 12.2% by mid-December 2025, ranking as the sixth-highest performing sector among the 11 S&P 500 indexes.
Top Performing Stocks: Solventum (SOLV) led the healthcare supplies stocks with a YTD performance of +23.51%, followed by Haemonetics Corporation (HAE) at +2.73%, while DENTSPLY SIRONA (XRAY) recorded the largest decline at -40.94%.
Quant Ratings Overview: The performance of various healthcare stocks is accompanied by quant ratings, with most stocks in the list receiving a "Hold" rating, indicating a cautious outlook.
Healthcare ETFs Mentioned: Several healthcare ETFs, including XLV, VHT, IHI, IXJ, IYH, FHLC, and FXH, are highlighted as investment options within the sector.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy SOLV?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on SOLV
Wall Street analysts forecast SOLV stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for SOLV is 93.71 USD with a low forecast of 79.00 USD and a high forecast of 105.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
8 Analyst Rating
5 Buy
3 Hold
0 Sell
Moderate Buy
Current: 76.980
Low
79.00
Averages
93.71
High
105.00
Current: 76.980
Low
79.00
Averages
93.71
High
105.00
About SOLV
Solventum Corporation is a global healthcare company developing, manufacturing, and commercializing a portfolio of solutions that leverage deep material science, data science, and digital capabilities to address critical customer needs. The Company’s segments include MedSurg, Dental Solutions, and Health Information System. MedSurg is a provider of solutions including negative pressure wound therapy, advanced wound dressings, advanced skin care, I.V. site management, sterilization assurance, temperature management, surgical supplies, medical tapes and wraps, stethoscopes, medical electrodes, and medical technologies Original Equipment Manufacturer (OEM). Dental Solutions is a provider of a comprehensive suite of dental and orthodontic products including brackets, aligners, and restorative cement. Health Information Systems provides healthcare systems with software solutions, including computer-assisted physician documentation, and direct-to-bill and coding automation.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
KeyBanc Upgrades Solventum to Overweight Amid Growth Prospects
- Rating Upgrade: KeyBanc Capital Markets has upgraded Solventum from sector weight to overweight, indicating positive progress towards achieving long-term growth targets, with a price target of $97 representing approximately 23% upside from the January 23 close.
- Growth Potential: Analyst Brett Fishbin noted that with new product launches, growth-accretive M&A, and a stable macro backdrop, Solventum could potentially achieve its organic growth objective of 4-5% ahead of its 2028 timeline, showcasing strong market prospects.
- Capital Allocation Strategy: Fishbin emphasized that Solventum has shifted to an offensive capital allocation strategy, suggesting that concerns over 2026 guidance may be overblown, thereby laying a foundation for future growth.
- Attractive Valuation: With an estimated 2027 EPS multiple of 11.4x, Solventum presents an attractive valuation compared to peers trading at an average of ~15x, potentially drawing more investor interest.
See More
Eaton Shares Climb Following Spin-Off Announcement; Company Expands into Aviation and AI Data Centers.
- Strategic Business Decisions: Companies can enhance their growth and profitability by divesting slower-growing segments.
- Focus on Core Operations: Spinning off less profitable businesses allows firms to concentrate on higher-margin opportunities.
- Market Reactions: Such strategic moves can lead to positive market perceptions and increased investor confidence.
- Long-term Benefits: Ultimately, these decisions can position companies for sustained success and competitive advantage.
See More
Wall Street Analysts Adjust Ratings on Key Stocks
- Solventum Upgrade: Keybanc analyst Brett Fishbin upgraded Solventum Corp (NYSE:SOLV) from Sector Weight to Overweight with a price target of $97, indicating confidence in its growth potential, closing at $78.91 on Friday.
- National Storage Improvement: Wolfe Research analyst Keegan Carl upgraded National Storage Affiliates Trust (NYSE:NSA) from Underperform to Peer Perform, closing at $32.68 on Friday, reflecting market recognition of its operational performance.
- Meta Platforms Rating Boost: Rothschild & Co analyst James Cordwell upgraded Meta Platforms Inc (NASDAQ:META) from Neutral to Buy, raising the price target from $740 to $900, with shares closing at $658.76 on Friday, indicating optimism about its long-term growth.
- Cisco Systems Upgrade: Evercore ISI Group analyst Amit Daryanani upgraded Cisco Systems Inc (NASDAQ:CSCO) from In-Line to Outperform, increasing the price target from $80 to $100, with shares closing at $74.59 on Friday, reflecting a positive outlook on its market performance.
See More
Financial Sector Declines 0.7%, JPMorgan Down 3.8%
- Financial Sector Decline: As of midday Tuesday, the financial sector is down 0.7%, with JPMorgan Chase (JPM) and Progressive Corp (PGR) showing losses of 3.8% and 3.6%, respectively, indicating a weakening trend that may affect investor confidence.
- Poor ETF Performance: The Financial Select Sector SPDR ETF (XLF) is down 1.7% on the day and 0.73% year-to-date, reflecting the overall malaise in the financial market, which could lead to capital outflows from the sector.
- Healthcare Sector Follows: The healthcare sector is down 0.5%, with Solventum Corp (SOLV) and DaVita Inc (DVA) experiencing declines of 5.2% and 4.2%, respectively, indicating pressure in the healthcare industry that may influence investor decisions.
- Healthcare ETF Tracking: The Health Care Select Sector SPDR ETF (XLV) is down 0.6% on the day, although it is up 1.06% year-to-date, but the poor performance of SOLV and DVA may impact the ETF's attractiveness.
See More
Solventum Acquires Acera for $725 Million, Enhancing Wound Care Portfolio
- Strategic Acquisition: Solventum has completed the acquisition of Acera for $725 million, marking a significant milestone in its three-phased transformation plan, which is expected to enhance its competitive position in the acute care market.
- Technology Integration: The innovative synthetic tissue matrix technology from Acera will complement Solventum's existing advanced wound care portfolio, thereby improving the solutions offered to clinicians and enhancing customer satisfaction and market share.
- Financial Impact: The transaction is expected to be slightly dilutive to adjusted earnings per share (EPS) in 2026 but accretive starting in 2027, indicating long-term financial growth potential.
- Sales Forecast: Acera is projected to generate approximately $90 million in sales in 2025, further solidifying Solventum's position in the wound care market and laying the groundwork for future growth.
See More
Solventum Acquires Acera for $725 Million, Expanding MedSurg Portfolio
- Strategic Acquisition: Solventum has acquired bioscience company Acera for $725 million, aiming to enhance its advanced wound care portfolio by integrating Acera's synthetic tissue matrix technology, thereby improving its competitive position in the acute care market.
- Accelerated Business Transformation: This acquisition marks a significant milestone in Solventum's three-phased transformation plan and is expected to generate approximately $90 million in sales in 2025, further driving the company's growth in the rapidly expanding healthcare market.
- Financial Impact: While the transaction is anticipated to be slightly dilutive to adjusted earnings per share (EPS) in 2026, it is expected to become accretive by 2027, indicating the long-term value potential of the acquisition.
- Market Outlook: Acera's technology will provide clinicians with superior solutions, enhancing customer satisfaction and creating significant value for both patients and shareholders, thereby solidifying Solventum's position in the healthcare industry.
See More
KeyBanc Upgrades Solventum to Overweight Amid Growth Prospects
- Rating Upgrade: KeyBanc Capital Markets has upgraded Solventum from sector weight to overweight, indicating positive progress towards achieving long-term growth targets, with a price target of $97 representing approximately 23% upside from the January 23 close.
- Growth Potential: Analyst Brett Fishbin noted that with new product launches, growth-accretive M&A, and a stable macro backdrop, Solventum could potentially achieve its organic growth objective of 4-5% ahead of its 2028 timeline, showcasing strong market prospects.
- Capital Allocation Strategy: Fishbin emphasized that Solventum has shifted to an offensive capital allocation strategy, suggesting that concerns over 2026 guidance may be overblown, thereby laying a foundation for future growth.
- Attractive Valuation: With an estimated 2027 EPS multiple of 11.4x, Solventum presents an attractive valuation compared to peers trading at an average of ~15x, potentially drawing more investor interest.
See More
Eaton Shares Climb Following Spin-Off Announcement; Company Expands into Aviation and AI Data Centers.
- Strategic Business Decisions: Companies can enhance their growth and profitability by divesting slower-growing segments.
- Focus on Core Operations: Spinning off less profitable businesses allows firms to concentrate on higher-margin opportunities.
- Market Reactions: Such strategic moves can lead to positive market perceptions and increased investor confidence.
- Long-term Benefits: Ultimately, these decisions can position companies for sustained success and competitive advantage.
See More
Wall Street Analysts Adjust Ratings on Key Stocks
- Solventum Upgrade: Keybanc analyst Brett Fishbin upgraded Solventum Corp (NYSE:SOLV) from Sector Weight to Overweight with a price target of $97, indicating confidence in its growth potential, closing at $78.91 on Friday.
- National Storage Improvement: Wolfe Research analyst Keegan Carl upgraded National Storage Affiliates Trust (NYSE:NSA) from Underperform to Peer Perform, closing at $32.68 on Friday, reflecting market recognition of its operational performance.
- Meta Platforms Rating Boost: Rothschild & Co analyst James Cordwell upgraded Meta Platforms Inc (NASDAQ:META) from Neutral to Buy, raising the price target from $740 to $900, with shares closing at $658.76 on Friday, indicating optimism about its long-term growth.
- Cisco Systems Upgrade: Evercore ISI Group analyst Amit Daryanani upgraded Cisco Systems Inc (NASDAQ:CSCO) from In-Line to Outperform, increasing the price target from $80 to $100, with shares closing at $74.59 on Friday, reflecting a positive outlook on its market performance.
See More
Financial Sector Declines 0.7%, JPMorgan Down 3.8%
- Financial Sector Decline: As of midday Tuesday, the financial sector is down 0.7%, with JPMorgan Chase (JPM) and Progressive Corp (PGR) showing losses of 3.8% and 3.6%, respectively, indicating a weakening trend that may affect investor confidence.
- Poor ETF Performance: The Financial Select Sector SPDR ETF (XLF) is down 1.7% on the day and 0.73% year-to-date, reflecting the overall malaise in the financial market, which could lead to capital outflows from the sector.
- Healthcare Sector Follows: The healthcare sector is down 0.5%, with Solventum Corp (SOLV) and DaVita Inc (DVA) experiencing declines of 5.2% and 4.2%, respectively, indicating pressure in the healthcare industry that may influence investor decisions.
- Healthcare ETF Tracking: The Health Care Select Sector SPDR ETF (XLV) is down 0.6% on the day, although it is up 1.06% year-to-date, but the poor performance of SOLV and DVA may impact the ETF's attractiveness.
See More
Solventum Acquires Acera for $725 Million, Enhancing Wound Care Portfolio
- Strategic Acquisition: Solventum has completed the acquisition of Acera for $725 million, marking a significant milestone in its three-phased transformation plan, which is expected to enhance its competitive position in the acute care market.
- Technology Integration: The innovative synthetic tissue matrix technology from Acera will complement Solventum's existing advanced wound care portfolio, thereby improving the solutions offered to clinicians and enhancing customer satisfaction and market share.
- Financial Impact: The transaction is expected to be slightly dilutive to adjusted earnings per share (EPS) in 2026 but accretive starting in 2027, indicating long-term financial growth potential.
- Sales Forecast: Acera is projected to generate approximately $90 million in sales in 2025, further solidifying Solventum's position in the wound care market and laying the groundwork for future growth.
See More
Solventum Acquires Acera for $725 Million, Expanding MedSurg Portfolio
- Strategic Acquisition: Solventum has acquired bioscience company Acera for $725 million, aiming to enhance its advanced wound care portfolio by integrating Acera's synthetic tissue matrix technology, thereby improving its competitive position in the acute care market.
- Accelerated Business Transformation: This acquisition marks a significant milestone in Solventum's three-phased transformation plan and is expected to generate approximately $90 million in sales in 2025, further driving the company's growth in the rapidly expanding healthcare market.
- Financial Impact: While the transaction is anticipated to be slightly dilutive to adjusted earnings per share (EPS) in 2026, it is expected to become accretive by 2027, indicating the long-term value potential of the acquisition.
- Market Outlook: Acera's technology will provide clinicians with superior solutions, enhancing customer satisfaction and creating significant value for both patients and shareholders, thereby solidifying Solventum's position in the healthcare industry.
See More
