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Bausch Health Companies Inc. (BHC) Stock Analysis

Range Bound setup

SellVALUE-TRAP 1/5Moderate Confidence

Healthcare · Drug Manufacturers - Specialty & Generic

Sell if holding. Multiple concerning factors at $5.64: Concentration risk — Product: Xifaxan (85.0%); Concentration risk — Product: Arestin (95.0%).

Bausch Health is a global specialty pharma and medical device company with five segments: Salix (GI, led by Xifaxan at ~85% of Salix revenues), International, Solta Medical (aesthetic devices), Diversified, and ~88%-owned Bausch + Lomb (eye health). 2025 revenues were $10.27B;... Read more

Stop $5.24Target $6.59(analyst − 13%)A.R:R 2.1:1
Analyst target$7.57+34.2%7 analysts
$6.59our TP
$5.64price
$7.57mean
$9

Sell if holding. Multiple concerning factors at $5.64: Concentration risk — Product: Xifaxan (85.0%); Concentration risk — Product: Arestin (95.0%). Chart setup: RSI 46 mid-range, Bollinger mid-band. Score 6.3/10, moderate confidence.

Passes 6/7 gates (positive momentum, favorable risk/reward ratio, clean insider activity, no SEC red flags, earnings proximity 89d clear, semi cycle peak clear). Suitability: aggressive.

Thesis

Rewards
Attractive valuation
Strong growth profile
Risks
Concentration risk — Product: Xifaxan (85.0%)
Concentration risk — Product: Arestin (95.0%)
Leverage penalty (D/E 55.9): -1.5

Key Metrics

P/E (TTM)
P/E (Fwd)1.4
Mkt Cap$2.1B
EV/EBITDA
Profit Mgn-11.5%
ROE
Rev Growth11.7%
Beta
DividendNone
Rating analysts9

Quality Signals

Piotroski F7/9

Options Flow

P/C1.04bearish
IV70%elevated
Max Pain$1-82.3% vs spot

Concentration Risks(10-K Item 1A)

  • HIGHProductXifaxan85%
    10-K Item 1: 'Sales of the Xifaxan® product line currently represent approximately 85% of the Salix segment revenues'
  • HIGHProductArestin95%
    10-K Item 1: 'Arestin®...represents approximately 95% of Dentistry revenues'

Material Events(8-K, last 90d)

  • 2026-03-02Item 5.02LOW
    Bausch Health amended 2023 PSU awards for CEO Thomas Appio and Seana Carson to settle in cash rather than stock on the March 3, 2026 vesting date. Routine compensatory arrangement modification; no officer departure.
    SEC filing →

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

1 floor-breaker·1 ceiling hit

Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static

Quality Rank
1.1
Growth Rank
5.6
Value Rank
8.9
GatesDeath cross (50MA < 200MA)Momentum 5.9>=5.5A.R:R 2.1 ≥ 1.5Insider activity: OKNo SEC red flagsEARNINGS PROXIMITY 89d clearSEMI CYCLE PEAK CLEARRange BoundSuitability: Aggressive
RSI
46 · Neutral
20D MA 50D MA 200D MADEATH CROSSSupport $5.19Resistance $6.29

Price Targets

$5
$7
A.Upside+16.8%
A.R:R2.1:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeCautious

Analyst Consensus

Analysts9
Consensus2.4/5
Avg Target$8

Earnings

B
B
M
M
2/4 beats
Next Earnings2026-07-29 (89d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is BHC stock a buy right now?

Sell if holding. Multiple concerning factors at $5.64: Concentration risk — Product: Xifaxan (85.0%); Concentration risk — Product: Arestin (95.0%). Chart setup: RSI 46 mid-range, Bollinger mid-band. Prior stop was $5.24. Score 6.3/10, moderate confidence.

What is the BHC stock price target?

Take-profit target: $6.59 (+16.9% upside). Prior stop was $5.24. Stop-loss: $5.24.

What are the risks of investing in BHC?

Concentration risk — Product: Xifaxan (85.0%); Concentration risk — Product: Arestin (95.0%); Leverage penalty (D/E 55.9): -1.5.

Is BHC overvalued or undervalued?

Bausch Health Companies Inc. trades at a P/E of N/A (forward 1.4). TrendMatrix value score: 9.5/10. Verdict: Sell.

What do analysts say about BHC?

9 analysts cover BHC with a consensus score of 2.4/5. Average price target: $8.

What does Bausch Health Companies Inc. do?Bausch Health is a global specialty pharma and medical device company with five segments: Salix (GI, led by Xifaxan at...

Bausch Health is a global specialty pharma and medical device company with five segments: Salix (GI, led by Xifaxan at ~85% of Salix revenues), International, Solta Medical (aesthetic devices), Diversified, and ~88%-owned Bausch + Lomb (eye health). 2025 revenues were $10.27B; Xifaxan generated $2.2B.

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