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Top Wall Street analysts updated ratings on SPHR, CVLG, MIST, MSGE,. Check out analyst ratings page for full details and stock recommendations.
HC Wainwright & Co. analyst Raghuram Selvaraju maintains Alpha Cognition (NASDAQ:ACOG) with a Buy and raises the price target from $18 to $20.
BrightSpring Health Services' Home and Community Pharmacy segment experienced an 8% revenue decline to $540M in Q2, with the Inflation Reduction Act (IRA) accounting for approximately $50M of the impact. Despite a projected $200M revenue headwind in 2026 from IRA pricing changes, the company expects only a $15M EBITDA impact, demonstrating that operational efficiency gains from technology, automation, AI, and Lean initiatives are offsetting regulatory pressures. Peer companies Cardinal Health and CVS Health are similarly navigating IRA-driven revenue pressures while maintaining profitability through service agreements and operational improvements.
Cardinal Health expects fiscal 2027 IRA pricing changes to create similar revenue headwinds as 2026, but management aims to preserve compensation and maintain profitability through distribution agreements and operational efficiency. Peers BrightSpring and CVS Health also face IRA-related revenue pressure but are offsetting impacts through operational improvements and specialty pharmacy growth.