Option Care Health (OPCH) PT Raised to $38 at Citizens: Stelara Profit Ahead

Citizens analyst Constantine Davides raised the price target on Option Care Health (NASDAQ: OPCH) to $38.00 (from $36.00) while maintaining a Market Outperform rating.

The analyst commented, "We maintain our 2026 and 2027 EBITDA estimates of $498M and $538M, respectively. We believe 2026 should represent the final year of any meaningful Stelara-related profit headwinds, given Stelara and its related biosimilars now represent under 1% of gross profit. We remain constructive on OPCH given its diversified portfolio, solid cash flows, and potential upside from capital deployment. We raise our price target to $38 from $36 as we increase our target multiple to 14x from 13x; we believe a higher multiple is warranted given the minimal future downside from Stelara beyond 2026 and improved portfolio transparency; we reiterate our Market Outperform rating."

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