{
  "id": 12353076,
  "title": "Truist reiterates Buy on Option Care Health stock amid sale talks",
  "url": "https://urgent.news/2026/10/06/truist-reiterates-buy-on-option-care-health-stock-amid-sale-talks",
  "topic": "finance",
  "section": "Finance & Markets",
  "published": "2026-10-06T10:07:03.000Z",
  "source": {
    "name": "Investing.com",
    "slug": "investing-com",
    "url": "https://www.investing.com/news/analyst-ratings/truist-reiterates-buy-on-option-care-health-stock-amid-sale-talks-93CH-4933824"
  },
  "original_language": "en",
  "account": "Truist Securities has maintained its positive outlook on Option Care Health (OPCH) stock, reiterating a Buy rating with a price target of $30.00 following reports of advanced sale talks. The Financial Times revealed the company is in negotiations to sell to McKesson and Clayton Dubilier & Rice for a valuation surpassing $5 billion, with a potential announcement by October 6. As of October 5, Option Care Health's enterprise value was recorded at $4.55 billion.\n\nTruist emphasizes the company's strategic positioning due to industry growth factors, such as an aging population and the shift towards lower-cost, patient-preferred care settings. Additionally, Truist highlights the company's strong payer relationships, in-network status with top providers, and coverage of 96% of insured lives as advantageous factors. The firm remains bullish on Option Care Health's portfolio, citing its diverse assets, including a sizable Advanced Provider Services (APS) footprint, a growing advanced practitioner model, and robust free cash flow generation.\n\nRecent analyst sentiment supports Truist's optimism, with 5 analysts revising their earnings estimates upward for the upcoming period. The company's second-quarter earnings exceeded expectations, with adjusted earnings per share of $0.45 surpassing the consensus estimate of $0.43. Revenue for the quarter also surpassed projections at $1.44 billion, compared to the anticipated $1.42 billion. Management cited improving cash flow and stronger adjusted EBITDA, along with a narrowed full-year profit guidance, which reassured investors despite ongoing challenges in the chronic inflammatory disease business.\n\nOther analysts maintain mixed views on the stock. UBS maintained its Buy rating with a price target of $39.00, praising the company's consistent messaging and execution focus. Conversely, Deutsche Bank downgraded the stock to Hold, reducing its price target from $26.00 to $24.00, citing growth concerns. Deutsche Bank's analyst, Pito Chickering, acknowledged an EBITDA beat but expressed disappointment in the company's adjusted guidance reduction.",
  "summary": null,
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 2,
    "also_reported_by": [
      {
        "outlet": "Investing.com",
        "title": "Truist reiterates Buy on Americold stock, lifts earnings estimates",
        "url": "https://urgent.news/2026/10/06/truist-reiterates-buy-on-americold-stock-lifts-earnings-estimates",
        "published": "2026-10-06T10:07:02.000Z"
      }
    ]
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}