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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.
IQVIA (IQV) has surged 60.1% over six months, driven by 6% organic growth in Q2 2026, with R&DS bookings up 19.3% and a $34.2 billion backlog. The company's rapid AI adoption—294 agents deployed across 90 use cases with 19 of top 20 pharma companies adopting solutions—is strengthening its competitive position and supporting sustained growth.
BrightSpring Health Services (BTSG) is rated a Strong Buy with strong momentum in Provider Services and expanding specialty pharmacy and infusion operations. However, the company faces near-term margin pressure from Inflation Reduction Act reimbursement cuts and execution risks from multiple integrations and geographic expansions through 2026.
BrightSpring Health Services (BTSG) reported strong Q2 2026 results with Specialty and Infusion revenue growing 30% and scripts rising 31%, driven by branded limited distribution drugs (LDDs) and expansion into rare and orphan therapies. The company added two new LDDs, bringing its portfolio to 155 programs with 12 launched in 2026. Pharmacy Solutions adjusted EBITDA increased 44% to $180 million. Peers Cigna and Humana also showed strength in specialty pharmacy segments, though with different growth drivers.
Digital Realty has announced a strategic joint venture with Ronesans Infrastructure to enter the Turkish market. The partnership will develop a next-generation data center campus in Ankara with over 22MW of carrier-neutral IT capacity, with completion targeted for 2028. Plans also include expansion into Istanbul to create a connected regional infrastructure platform serving cloud, AI, and enterprise digital infrastructure demands.
Trump called AI data centers “the oil” of the next 25 years as consumers reckon with the environmental toll and high costs to communities.