Jefferies lowers IQVIA stock price target to $255 on margin pressures

NodeGuardian · 2026-02-06T13:50:53+00:00

Jefferies has reduced IQVIA Holdings' price target to $255, maintaining a Buy rating despite margin pressures and strong Q4 growth. The stock, seen as oversold, is viewed positively amid AI concerns and flat EBITDA margins forecasted for FY26.

NodeGuardian

2026-02-06 13:50:53

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Jefferies has lowered its price target for IQVIA Holdings (NYSE:IQV) to $255.00 from $270.00, while maintaining a Buy rating, citing ongoing margin pressures despite strong revenue growth in Q4 2025. The company’s stock has dropped significantly and is considered oversold, yet Jefferies sees a positive risk/reward given its near all-time low valuation, partly due to AI concerns. IQVIA’s Q4 results exceeded expectations with $16.31 billion in revenue and a 1.18x book-to-bill ratio, but forecasted flat EBITDA margins and increased interest expenses for FY26 contributed to the revised outlook.

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