IQVIA Holdings (IQV) remains a significant player in the bio-tech investment scene, with various notable activities taking place. It's seen as a
risky investment, with multiple firms including
Bellevue Group AG and 2Xideas AG selling shares. Despite this, the company's role in
drug development has enhanced its indispensability, with
increased stock holdings from
Bank of Nova Scotia, Cerity Partners LLC, and the California Public Employees Retirement System.
IQVIA's earnings and EPS beat consensus estimates, leading to a reassessment of its valuation. The Return on Equity (ROE) of 20% is deemed impressive by some, and its stock has outperformed the S&P 500.
Marshall Wace LLP and
Vanguard Group Inc. reduced their stock holdings, while a surge in IQVIA's stock triggered an investigation into new AI partnerships. They had a successful Q3 2025, with results showing a 23% 3-month surge. IQVIA recently worked with
AWS to create their next-generation AI platform and updated their 2025 revenue guidance. At the same time, profitability concerns persist due to profit margin decline.
Jefferies Financial Group Inc. and
JPMorgan Chase & Co. increased their shares, foreseeing potential long-term strength.
Iqvia Holdings IQV News Analytics from Fri, 21 Mar 2025 07:00:00 GMT to Sat, 13 Dec 2025 09:28:55 GMT -
Rating 5
- Innovation 7
- Information 8
- Rumor 5
