Analyst Ratings January 23, 2026

TD Cowen Adjusts Abbott Laboratories Price Target Citing Q4 Revenue Shortfall and Moderated 2026 Outlook

Despite revenue and earnings misses, Abbott shares trade at historically low valuations, suggesting potential buying opportunities

By Nina Shah ABT
TD Cowen Adjusts Abbott Laboratories Price Target Citing Q4 Revenue Shortfall and Moderated 2026 Outlook
ABT

TD Cowen has lowered its price target for Abbott Laboratories following the company's fourth-quarter revenue and earnings misses, accompanied by cautious sales guidance for 2026. While sharing a subdued outlook, TD Cowen retains a Buy rating, citing attractive valuation levels and expected improvements in Diagnostics and Nutrition segments over time. Several other analysts have also revised targets downward, reflecting concerns over Abbott's near-term performance, particularly in Nutrition Products.

Key Points

  • TD Cowen lowered Abbott Laboratories’ price target to $137 from $145 while keeping a Buy rating despite recent earnings misses.
  • Abbott’s fourth-quarter revenue of $11.46 billion showed 3.0% organic growth but fell short of the $11.8 billion analysts expected, with EPS also below forecasts due largely to difficulties in the Nutrition segment.
  • Shares are trading at approximately 17 times projected 2027 earnings, marking valuation levels not seen for a decade, which TD Cowen identifies as a potential buying opportunity.

Investment research firm TD Cowen has decreased its price target for Abbott Laboratories (NYSE:ABT) to $137 from a previous $145, while maintaining a Buy stance on the healthcare company’s stock. Abbott’s shares are currently priced at $108.61, notably below the adjusted average target.

This revision follows Abbott’s release of fourth-quarter financial results, which showed a revenue figure of $11.46 billion, representing a 3.0% increase on an organic basis year-over-year. However, this result fell short of analysts’ consensus expectations of about $11.8 billion. Additionally, the company reported GAAP earnings per share (EPS) of $1.01, which did not meet the anticipated EPS range of $1.16 to $1.22.

TD Cowen attributes Abbott’s share price decline of approximately 10% to these revenue setbacks and more cautious sales guidance for fiscal year 2026. The firm describes the outlook as “tempered,” highlighting that assumptions for recovery are concentrated mainly in the latter half of the year.

Despite these challenges, TD Cowen maintains an optimistic view of Abbott’s future. The firm notes that current shares are trading at roughly 17 times the estimated 2027 earnings per share, a valuation level not seen in a decade. This presents what TD Cowen considers a “near-term opportunity,” particularly as headwinds within Diagnostics and Nutrition sectors are expected to diminish.

Other equity research institutions have also responded to Abbott’s earnings announcement by adjusting their price targets. RBC Capital lowered its target to $135 while keeping an Outperform rating. Piper Sandler cut its target similarly to $135, pointing to struggles within the Nutrition segment. Oppenheimer and Wells Fargo have adjusted their respective targets to $132 and $122, yet both continue to hold positive ratings following the earnings disappointment. Conversely, Benchmark reiterated a Buy rating with an unchanged target of $145, expressing confidence in Abbott’s ongoing potential.

Abbott’s Nutrition Products segment, in particular, has been a significant drag on the company’s recent performance, contributing to the earnings shortfall and prompting analyst caution. With progress expected next year, market participants will be watching closely for signs that operational improvements materialize in the second half of 2026.

Risks

  • Abbott’s recent revenue and earnings misses highlight uncertainty in near-term financial performance, particularly in the Nutrition Products segment.
  • The company’s conservative sales guidance for 2026, with recovery expected mostly in the latter half of the year, introduces medium-term forecast risks.
  • Downgrades and reduced price targets from multiple analysts reflect ongoing market concerns that could put downward pressure on shares in the short term.

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