
Health Care · Life Sciences Tools & Services
$157.04
-0.84%
Vol: 974K
Friday, May 1, 2026
IQVIA Holdings announced the launch of IQVIA.ai, a unified agentic AI platform in collaboration with NVIDIA to support life sciences operations. Q1 2026 earnings scheduled for May 5 with expected EPS of $2.83, up 4.8% YoY. RBC Capital rated it Buy on April 15, while Evercore ISI lowered its PT to $185 from $225 on April 8. Stock declined 3.28% in the past day but up 27.79% over 90 days. Mixed analyst sentiment ahead of earnings.
IQVIA Holdings held its Annual Meeting of Stockholders on April 23 where shareholders approved a new 2026 Incentive and Stock Award Plan, replacing the 2017 plan. Investors re-elected all directors and rejected splitting CEO-chair roles, indicating continued support for current governance. The company filed a shelf registration for up to $3.14B of common stock covering 17.9M shares for an Employee Stock Ownership Plan related offering. IQVIA will announce Q1 2026 results on May 5, 2026, before market open. The stock is down 9.4% amid broader CRO sector weakness following a major peer's selloff. Analyst actions include Evercore ISI lowering target to $185 from $225 on April 7.
IQVIA launched IQVIA.ai, a unified agentic AI platform at NVIDIA GTC designed to help life sciences transform operations across clinical, commercial and real-world domains. Shareholders approved new 2026 equity incentive plan and re-elected all directors on April 23. Q1 2026 earnings scheduled for May 5 before market open with expected EPS of $2.83 (up 4.8% YoY). AI deployment has exceeded 150 agents with plans for 500+ by 2027, especially strong in biotech demand.
IQVIA Holdings launched unified IQVIA.ai Agentic Platform in collaboration with Nvidia targeting healthcare operational efficiency, reinforcing AI leadership position in contract research market. Company holds record clinical development backlog of $32.7 billion and reported 2025 revenue of $16.3 billion with strong free cash flow of $2.1 billion, demonstrating durable business model. Q1 2026 results will release before market open on May 5 with management conference call at 9:00 a.m. ET. Stock traded down $0.98 in after-hours despite solid fundamentals, reflecting profit-taking and execution concerns around contract research market pricing pressures. Running Oak Capital reduced position in 13F filing, suggesting tactical rebalancing rather than fundamental concerns.
IQVIA Holdings launched IQVIA.ai Unified Agentic AI Platform in collaboration with Nvidia to drive efficiency in healthcare operations. The company was ranked the top healthcare company on the 2026 Fortune Most Admired Companies List for the fifth consecutive year. 2025 highlights show $16.3 billion revenue and record clinical development backlog of $32.7 billion. TD Cowen raised price target to $213 with Buy upgrade, though Evercore ISI lowered target to $185.
IQVIA unveiled its unified agentic AI platform powered by NVIDIA in partnership with Duke Clinical Research Institute. The company acquired drug discovery assets from Charles River Laboratories and ranked top on Fortune Most Admired Companies list. R&D backlog of $32.7 billion, up 5.3% YoY. Stock declined 25.75% YTD.
IQVIA launched IQVIA.ai agentic platform with NVIDIA on March 16 for healthcare-grade AI across life sciences workflows. Q4 2025 revenue $4.36B beat estimates but 2026 adjusted EPS guidance of $12.55-$12.85 missed $12.95 consensus by $80M interest expense. TD Cowen raised price target to $213 from $174. Stock down 29% over 3 months despite AI platform launch.
IQVIA unveiled IQVIA.ai with Nvidia technology for life sciences. TD Cowen upgraded to Buy with $213 target. 19 of top 20 pharma companies using IQVIA agents.
IQVIA Holdings launched IQVIA.ai, a unified agentic AI platform in collaboration with NVIDIA, enhancing clinical trial operational efficiency. Fresh data showed trial cancellations normalized to $2 billion historical average (down from $3 billion peaks), bolstering revenue visibility. TD Cowen upgraded to Buy with $213 price target and Barclays upgraded to Overweight in early March 2026.
IQVIA unveiled IQVIA.ai built with Nvidia, deploying 150 AI agents to automate clinical trial recruitment and commercial analytics. Q4 revenue +10.3% YoY to $4.36B. TD Cowen upgraded to Buy with $213 PT.
IQVIA Holdings was upgraded to Buy from Hold by TD Cowen on March 9, 2026, with price target raised to $213 from $174. This upgrade reflects investor confidence in the March 16 launch of IQVIA.ai, a unified agentic AI platform developed with Nvidia. The platform addresses life sciences industry needs for clinical, commercial, and real-world analytics, with 19 of top 20 pharma companies already adopting IQVIA agents.
IQVIA launched IQVIA.ai, a unified agentic AI platform developed with NVIDIA, purpose-built for the life sciences industry to enhance operational efficiency across clinical, commercial, and real-world domains. 19 of top 20 pharma companies already integrating IQVIA agents into processes. 2025 revenue was $16.31 billion (+5.87% YoY). February 2026 guidance: full-year 2026 revenue $17.15-17.35 billion. Stock upgraded to Buy at TD Cowen (pt $213) and to Overweight at Barclays, but shares declined 27.79% over past 90 days.
IQVIA announced the launch of IQVIA.ai, a unified agentic AI platform combining IQVIA's life sciences expertise with NVIDIA Nemotron. TD Cowen upgraded IQV to Buy with price target raised to $213, and Barclays upgraded to Overweight with $210 target. Q4 2025 results showed EPS of $3.42 and revenue of $4.36B (+10.3% YoY). 2026 guidance set at $12.55-12.85 EPS.
IQVIA Holdings announced the launch of IQVIA.ai, an agentic AI platform built with NVIDIA technologies for healthcare-grade AI across clinical, commercial and real-world domains, at NVIDIA GTC in March 2026. Q4 2025 showed 10.3% revenue growth and strong R&D backlog, prompting analyst upgrades: TD Cowen upgraded to Buy (target $213 from $174) and Barclays upgraded to Overweight. 2026 guidance: $17.15-17.35B revenue. Stock performance: mixed sentiment on fundamentals vs. AI opportunity. Average analyst rating: Strong Buy with $230.56 target (+35.19%).
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| TMOTHERMO | $469.56 | -1.96% | -1.9% | 17.5x | 0.97 | $178.0B |
| DHRDANAHER | $175.47 | -1.95% | -6.9% | 19.7x | 0.99 | $126.7B |
| AAGILENT | $114.69 | -0.74% | +0.6% | 17.6x | 1.30 | $32.7B |
| WATWATERS | $306.56 | -0.86% | +1.7% | 18.9x | 1.20 | $30.4B |
| IQVIQVIA | $157.04 | -0.84% | -7.2% | 11.3x | 1.39 | $26.6B |
| MTDMETTLER | $1,269.64 | -0.55% | +0.8% | 24.9x | 1.44 | $25.8B |
Price below 200d MA — bearish structure.