BHC Stock Forecast & Price Target

Bausch Health Companies Inc. has demonstrated solid performance across its segments, with diversified product revenues growing 1% year-over-year, exceeding expectations from both RBC and consensus estimates. The company experienced notable growth in its Canadian market, where revenues increased by 9% year-over-year, driven by strong sales of Ryaltris and other promoted products. Additionally, the Solta Medical segment showed exceptional growth of 28% year-over-year and 33% on an organic basis, surpassing analyst projections and signaling robust demand within this sector.

Bausch Health Companies Inc. is facing a challenging financial landscape, as evidenced by a -1% year-over-year decline in international revenues, which fell short of consensus expectations. Notably, the Latin America region experienced a significant revenue drop of -14% year-over-year, highlighting vulnerability to fluctuations in foreign exchange and government tender timing. Additionally, projections indicate a concerning 7% year-over-year revenue decline by 2027, attributable to unquantified headwinds from the Inflation Reduction Act (IRA), further suggesting ongoing operational challenges.