BAX
Baxter International Inc. · Healthcare · Medical Instruments & Supplies
Last
$18.98
+$0.84 (+4.60%) 1:40 PM ET
Prev close $18.14
Open $18.28
Day high $19.19
Day low $18.27
Volume 4,320,800
Avg vol 8,667,830
Mkt cap
$9.09B
P/E ratio
-10.91
FY Revenue
$11.24B
EPS
-1.74
Gross Margin
30.05%
Sector
Healthcare
AI report sections
BAX
Baxter International Inc.
Baxter’s shares show short- to medium-term price momentum with improving technical signals, but this contrasts with a weak longer-term return profile and negative earnings. Fundamentals indicate thin profitability, pressured margins, and elevated leverage alongside positive free cash flow and adequate liquidity. Valuation appears demanding relative to current free cash flow and loss-making EPS, while short interest and short volume ratios are elevated, pointing to ongoing skepticism despite a generally constructive sector news backdrop.
AI summarized at 2:20 PM ET, 2026-02-05
AI summary scores
INTRADAY: 68 SWING: 64 LONG: 37
Volume vs average
Intraday (cumulative)
+78% (Above avg)
Vol/Avg: 1.78×
RSI
57.58 (Neutral)
Neutral (40–60)
MACD momentum
Intraday
-0.01 (Weak)
MACD: -0.02 Signal: -0.01
Short-Term
+0.27 (Strong)
MACD: -0.13 Signal: -0.40
Long-Term
+0.20 (Strong)
MACD: -0.72 Signal: -0.92
Intraday trend score 79.68

Latest news

BAX 12 articles Positive: 6 Neutral: 2 Negative: 4
Positive GlobeNewswire Inc. • Researchandmarkets.Com
Robotic Pharmacy Prescription Market Research and Global Forecast Report 2025-2032

The global robotic pharmacy prescription market is experiencing significant growth, expanding from USD 214.16 million in 2025 to USD 237.65 million in 2026, with a projected CAGR of 9.18% through 2032, reaching USD 396.21 million. The market is driven by automation adoption for medication safety and efficiency, workforce transformation toward clinical roles, and bundled solution procurement strategies across hospitals, clinics, and long-term care facilities.

OMCL MCK CAH BAX robotic pharmacy systems medication management automation healthcare technology
Sentiment note

Included among vendors in a growing market segment focused on sterile compounding and medication preparation automation, supporting healthcare efficiency initiatives.

Negative Benzinga • Eva Mathew
EXCLUSIVE: Petrochemical Crunch From Iran War Isn't Hitting Hospitals Yet—But Analysts Say Costs For Critical Medical Supplies Could Rise Within Weeks

The Iran-Israel conflict and potential Strait of Hormuz disruption are creating supply chain pressures on medical supplies through petrochemical derivatives. Key inputs like naphtha and methanol used in pharmaceutical packaging and drug synthesis are experiencing price increases. While hospitals haven't yet felt the impact, analysts expect cost pressures on IV bags, tubing, and other critical consumables to surface within 2-4 weeks as the disruption ripples through supply chains.

BAX AVTR ICUI AMCR Iran war Strait of Hormuz petrochemical disruption medical supply chain
Sentiment note

Major producer of IV fluids and infusion systems directly exposed to petrochemical cost pressures and supply chain disruptions. Stock down 19.34% in the past month, indicating market concern about margin compression from rising input costs.

Negative Benzinga • Vandana Singh
Manufacturing Disruption Hits Baxter Cancer Drug Supply In Europe

Baxter International faces a significant supply shortage of ifosfamide cancer drugs across the European Union due to a technical disruption at a third-party manufacturing facility. The company, the primary EU supplier, has implemented quota-based distribution and advised healthcare providers to prioritize existing patients. Supply constraints are expected to persist until Q1 2027. The shortage announcement coincided with Baxter's disappointing 2026 guidance, with adjusted EPS forecasted at $1.85-$2.05 versus consensus of $2.25.

BAX ifosfamide shortage cancer drug supply manufacturing disruption European Union quota-based distribution chemotherapy supply chain
Sentiment note

The company faces a significant supply disruption for a key cancer drug affecting EU markets until Q1 2027, requiring allocation controls and treatment prioritization. Additionally, Baxter issued disappointing 2026 guidance with adjusted EPS of $1.85-$2.05 versus consensus of $2.25, and flat to 1% sales growth expectations, indicating operational and financial headwinds.

Positive Investing.com • Brett Owens
The ’Battleship’ Plan for 8.2%+ Dividends

The article recommends two closed-end funds (CEFs) for income-focused investors seeking high monthly dividends. BlackRock Enhanced Equity Dividend Trust (BDJ) offers an 8.2% yield with diversified holdings and is trading at a 6% discount to NAV. PIMCO Corporate & Income Opportunity Fund (PTY) provides an 11.5% yield and is positioned to benefit from declining interest rates, trading at a 6.5% premium to NAV that the author considers undervalued.

AMZN BAX DG BP closed-end funds dividend investing monthly dividends high yield
Sentiment note

Mentioned as a BDJ holding in medical devices positioned to gain from AI-driven efficiency improvements.

Positive GlobeNewswire Inc. • Sns Insider
Intravenous (IV) Solutions Market Size to Reach USD 29.47 Billion by 2035 Due to the Increasing Prevalence of Chronic Diseases Globally | SNS Insider

The global IV solutions market is projected to grow from USD 13.35 billion in 2025 to USD 29.47 billion by 2035, with a CAGR of 8.24%. Growth is driven by increasing prevalence of chronic diseases, rising hospital admissions, and growing demand for parenteral nutrition and critical care solutions. The U.S. market alone is expected to reach USD 8.39 billion by 2035. North America leads with 40.70% market share, while Asia-Pacific shows the fastest growth at 9.46% CAGR.

BAX ICUI ABT IV solutions market parenteral nutrition chronic diseases healthcare infrastructure critical care
Sentiment note

Listed as a major player in the growing IV solutions market with strong market presence and expected to benefit from 8.24% CAGR market expansion through 2035.

Positive GlobeNewswire Inc. • Custom Market Insights
[Latest] Global Intravenous Infusion Pump Market Size/Share Worth USD 14.02 Billion by 2035 at a 7.6% CAGR: Custom Market Insights (Analysis, Outlook, Leaders, Report, Trends, Forecast, Segmentation, Growth Rate, Value, SWOT Analysis)

The global intravenous infusion pump market was valued at USD 6.72 billion in 2025 and is projected to reach USD 14.02 billion by 2035, growing at a CAGR of 7.6%. Growth is driven by increasing chronic diseases, aging populations, technological advancements in smart pumps, and rising demand for precise medication delivery in hospitals and home care settings.

BDX BAX ICUI MDT intravenous infusion pump medical devices healthcare market chronic disease management
Sentiment note

Identified as a prominent player in a market projected to double in size from 2025 to 2035, benefiting from increased demand for infusion therapies and home care solutions.

Neutral GlobeNewswire Inc. • Sns Insider
Global Blood Plasma Derivatives Market Size Projected to Reach $104.30 Billion by 2033; Immunoglobulins Drive Robust 9.08% CAGR – SNS Insider

The global blood plasma derivatives market is expected to double from $52.16 billion in 2025 to $104.30 billion by 2033, growing at a 9.08% CAGR. Growth is driven by increasing immune deficiencies, hematological disorders, and neurological conditions, with immunoglobulins representing 41.28% of the market. North America leads with 39.57% market share, while Asia-Pacific is the fastest-growing region at 10.89% CAGR.

TAK GRFS BAX BAYRY blood plasma derivatives immunoglobulins plasma-derived therapies coagulation factors
Sentiment note

Listed as a major player in the market but no specific recent developments or company-specific information provided in the article.

Positive GlobeNewswire Inc. • Sns Insider Research
Hemostasis Products Market Size to Reach USD 3.28 Billion by 2035 with 5.41% CAGR – SNS Insider

The global hemostasis products market is projected to grow from USD 1.94 billion in 2025 to USD 3.28 billion by 2035, at a CAGR of 5.41%. Growth is driven by increasing surgical procedures, trauma cases, and demand for advanced bleeding control technologies. However, high product costs and low reimbursement in developing nations pose challenges. Topical hemostats and sponge/pad forms dominate the market, while flowable hemostats and matrix/gel forms show fastest growth. North America leads with 41.62% market share, while Asia-Pacific is the fastest-growing region.

JNJ BAX MDT BDX hemostasis products surgical procedures trauma care bleeding control
Sentiment note

April 2025 launch of Hemopatch Sealing Hemostat with room-temperature storage capability shows product innovation addressing market needs for improved OR efficiency and accessibility.

Positive GlobeNewswire Inc. • Sns Insider Research
Global Fibrin Sealant Market Size to Reach USD 3.57 Billion by 2035 with 8.37% CAGR – SNS Insider

The global fibrin sealant market is projected to grow from USD 1.60 billion in 2025 to USD 3.57 billion by 2035 at a CAGR of 8.37%, driven by increasing surgical volumes, minimally invasive procedures, and expanding applications in trauma and wound care. However, high costs and insurance coverage limitations remain barriers to adoption in emerging markets.

JNJ BAX CSLLY MDT fibrin sealant surgical procedures minimally invasive surgery hemostasis
Sentiment note

Launched updated ARTISS fibrin sealant in September 2025 with expanded FDA indications and optimized preparation, showing strong product development and market positioning.

Negative The Motley Fool • Eric Volkman
Why Baxter International Stock Was Tumbling Today

Baxter International's stock fell 15.58% after the company reported mixed Q4 2025 earnings with a revenue beat but significant earnings miss. While sales rose 8% to $2.97 billion, non-GAAP net income dropped 24% to $0.44 per share, falling short of analyst expectations of $0.54 per share. The company's 2026 guidance forecasting flat to 1% sales growth and lower adjusted earnings per share ($1.85-$2.05 vs. $2.27 in 2025) further disappointed investors.

BAX earnings miss revenue beat guidance medical devices operating model restructuring net income decline
Sentiment note

Stock declined 15.58% due to earnings miss on adjusted net income ($0.44 vs. expected $0.54 per share), 24% year-over-year decline in net income, and weak 2026 guidance showing flat to 1% sales growth and lower earnings per share expectations. The analyst expressed concern about the timing and effectiveness of the company's strategic operating model changes.

Negative Benzinga • Vandana Singh
Baxter Shares Tank As 2026 Profit Guidance Falls Below Expectations

Baxter International reported fourth-quarter adjusted EPS of 44 cents, missing guidance of 52-57 cents and Wall Street estimates of 54 cents, primarily due to unfavorable product mix. While sales of $2.974 billion beat consensus expectations with 8% year-over-year growth, the company issued weak 2026 guidance with adjusted earnings of $1.85-$2.05 per share versus consensus of $2.25. Baxter shares fell 15.6% to $18.79, trading near 52-week lows.

BAX earnings miss profit guidance medical devices product mix stock decline 2026 outlook
Sentiment note

Baxter missed fourth-quarter EPS expectations significantly (44 cents vs. 54 cents estimate), issued substantially lower 2026 profit guidance ($1.85-$2.05 vs. $2.25 consensus), and experienced a sharp 15.6% stock price decline. While sales beat expectations, the earnings miss and weak forward guidance driven by unfavorable product mix and operational challenges indicate deteriorating financial performance.

Neutral The Motley Fool • Reuben Gregg Brewer
Is Baxter International an Underrated Healthcare Investment Play?

Baxter International has cut its dividend significantly and faced a 75% stock decline over five years due to inconsistent revenue and negative earnings. However, the company's essential medical products, attractive valuation metrics, and strong demographic tailwinds from an aging population may appeal to turnaround and value investors, though recovery could be uneven and prolonged.

BAX ISRG healthcare medical devices dividend cut turnaround valuation aging population
Sentiment note

The article presents a mixed outlook: negative near-term factors (dividend cut, 75% stock decline, negative earnings, inconsistent revenue) are balanced against positive long-term fundamentals (essential products, favorable demographics, attractive valuation, manageable debt). The sentiment is neutral because it's positioned as a speculative turnaround play suitable only for contrarian investors, not a clear buy or sell.

News and sentiment labels describe article tone and are provided for research purposes only. They are not trading recommendations or forecasts.
Trade Ranks, LLC is not a registered investment adviser or broker-dealer. All rankings and AI reports are for informational and educational purposes only and are not personalized advice. Investing involves risk. Policy Portal