Analyst Ratings February 3, 2026

TD Cowen Raises Revvity Price Target to $124, Keeps Buy Rating

Analyst Dan Brennan updates valuation; recent quarter beat EPS and revenue estimates but guidance and market reaction leave sentiment mixed

By Leila Farooq RVTY
TD Cowen Raises Revvity Price Target to $124, Keeps Buy Rating
RVTY

TD Cowen has lifted its 12-month price target for Revvity Inc (RVTY) to $124.00 from $120.00 while retaining a Buy rating. The revised target sits about 15% above the stock's current price of $107.94 and represents roughly a 3.3% increase over the firm's prior target. The adjustment accompanies recent analyst upward revisions to earnings and comes after Revvity reported fourth-quarter 2025 results that exceeded both EPS and revenue expectations. Despite the beat, the stock moved lower in pre-market trading and some investor caution remains due to modest fiscal 2026 organic growth guidance.

Key Points

  • TD Cowen raised its price target on Revvity to $124.00 from $120.00 and maintained a Buy rating; the note was issued by Dan Brennan on February 03, 2026.
  • Revvity reported fourth-quarter 2025 adjusted EPS of $1.70 (above $1.55 estimate) and revenue of $772 million (above $758.53 million estimate).
  • Despite positive analyst actions and earnings beats, Revvity's stock fell in pre-market trading and guidance for fiscal 2026 organic growth of 2-3% has tempered enthusiasm.

TD Cowen has increased its price target on Revvity Inc (NYSE: RVTY) to $124.00 from $120.00, while continuing to carry a Buy recommendation on the life sciences and diagnostics company.

The new $124 target equates to about a 15% premium relative to Revvity's recent trading price of $107.94. TD Cowen's raise is a roughly 3.3% boost over its previous target and was disclosed in a research note from analyst Dan Brennan dated Tuesday, February 03, 2026.

TD Cowen's move aligns with data indicating several analysts have recently raised their earnings expectations for the company - with five analysts noted as having revised estimates upward.

Revvity, which operates in instruments, consumables and services for the pharmaceutical, biotechnology and research markets and previously traded under the PerkinElmer name, reported fourth-quarter 2025 results that topped consensus forecasts. The company posted adjusted earnings per share of $1.70 versus a projected $1.55, and revenue of $772 million compared with an expected $758.53 million.

Despite those stronger-than-expected results, Revvity's shares experienced a decline in pre-market trading following the release. Market reaction has been tempered even as some research firms reiterated positive views. KeyBanc, for example, has reiterated an Overweight rating and maintained a $125.00 price target.

Analysts and investors appear to be weighing the company's solid quarterly performance against Revvity's fiscal 2026 guidance for organic growth of 2-3%, which is lower than growth rates cited by some industry peers. Those dynamics have contributed to what observers describe as mixed sentiment around the stock.

The continued Buy and Overweight recommendations from TD Cowen and KeyBanc underscore ongoing confidence among some sell-side analysts, while the modest organic growth outlook and the stock's immediate market reaction highlight areas of investor caution.


Context summary

  • TD Cowen raised its price target to $124 from $120 and kept a Buy rating; the change was communicated by analyst Dan Brennan on February 03, 2026.
  • Revvity beat fourth-quarter 2025 EPS and revenue estimates, with adjusted EPS of $1.70 and revenue of $772 million.
  • KeyBanc reiterated an Overweight rating with a $125.00 target; Revvity's fiscal 2026 organic growth guidance of 2-3% is lower than some peers, contributing to mixed investor sentiment.

Risks

  • Modest fiscal 2026 organic growth guidance of 2-3% may weigh on investor expectations for the life sciences and diagnostics sector.
  • Near-term market reaction was negative despite a quarterly beat, indicating sensitivity in the financial markets to guidance and sentiment rather than quarterly beats alone.
  • Mixed analyst signals and varying price targets (for example, KeyBanc's $125.00 target alongside TD Cowen's $124.00) can contribute to uncertain investor positioning in healthcare equipment and services stocks.

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