AnalystScope
AnalystScopePublished research note

Abbott Laboratories (ABT)

Abbott looks like a steadier diversified healthcare hold than a hard-rating opportunity, with the current valuation spread still moderate rather than wide.

This page preserves the published note at the report date shown below. For the live workspace with the latest daily scheduled quote, filing, fundamentals, and refreshed model output, return to the company page.

Report date 10 Apr 2026, 22:15Report updated Apr 10, 2026Active coverage

Current workspace reference

Kept here as reference beside the published report: the current workspace now shows a Buy signal with low confidence as shares are currently being evaluated against an older daily scheduled quote of $88 versus $102 fair value, implying +15.2 upside.

Current workspace signal

Buy

Confidence

Low

Stale scheduled quote

$88

Fair value

$102

+15.2 upside

Reference freshness

Price basis

Stale scheduled quote

Latest daily scheduled quote is past the freshness window. Daily scheduled refresh as of May 21, 2026, 6:52 AM UTC. Fresh through May 22, 2026, 6:52 AM UTC.

Filing reference

SD filed May 27, 2026

Filing refreshed Jun 6, 2026, 6:27 AM UTC. Fresh through Jun 6, 2026, 6:27 PM UTC.

Fundamentals reference

Live SEC companyfacts currently cover revenue, operating margin, free cash flow, and net cash / net debt. Reporting period end 2025-12-31.

Fundamentals refreshed 6 Jun 2026, 06:27 UTC. Fresh through 6 Jun 2026, 18:27 UTC.

Model vs published view

Current model signal differs from the latest published analyst rating.

Thesis scorecard

Growth

Moderate

Growth is diversified and durable, though not unusually fast.

Profitability

Moderate

Margins are solid, though not at the level of the best software or payment franchises.

Balance sheet

Moderate

Leverage is manageable against the cash-flow profile.

Valuation

Moderate

The current multiple is reasonable, but the spread to fair value is still contained.

Execution / Resilience

Strong

Diversification across devices, diagnostics, and nutrition supports resilience.

Bull / Base / Bear scenarios

Bull case

$110

Normalized support: Growth, margin, and cash-flow trends are mixed versus the upside case.

Base case

$102

Normalized support: Current margin, cash-generation, and balance-sheet profile are mixed.

Bear case

$89

Downside protection: Cash generation and balance-sheet support are mixed in the bear case.

Base-case assumptions

These are the published base-case assumptions behind the note. They are reasoned valuation inputs at the report date, not reported facts.

Revenue CAGR (5Y)

5.0%

+/- 1.0% => +/-$4/sh

Why this level: This is AnalystScope's base-case growth assumption, not a guarantee. It sits below the latest FY model-base revenue pace (2025.0%), so the model does not extend current strength too far into the outer years. Current company context: A diversified healthcare portfolio reduces dependence on any one procedure or product cycle.

Terminal Growth

2.5%

+/- 0.5% => +/-$3/sh

Why this level: This is AnalystScope's mature long-run growth assumption, not a perpetual hypergrowth claim. At 2.5%, it sits well below the 5.0% five-year revenue CAGR, so the model steps down from the explicit forecast period to a steadier long-run pace. For Abbott Laboratories, that means a durable franchise can keep compounding after year five without assuming today's faster growth profile lasts indefinitely.

WACC

8.0%

+/- 0.5% => -$4/sh

Why this level: This is AnalystScope's base-case cost-of-capital judgment, not a precise CAPM output. It reflects the current rates backdrop, equity risk premium, and the company's balance-sheet posture. Balance sheet remains manageable against diversified healthcare cash generation

Operating Margin (Year 5)

17.8%

+/- 100 bps => +/-$3/sh

Why this level: This is AnalystScope's base-case margin view, not a promise of straight-line expansion. It keeps year-five margins close to today's model-base operating margin (16.9%), which implies the current margin structure is broadly durable. Margin input keeps the base on durable diversified-healthcare economics rather than temporary mix or supply-chain relief.

How to read the assumptions and sensitivities

These are base-case assumptions used to estimate fair value. They are reasonable model inputs, not reported facts.

Each sensitivity line shows the estimated fair-value-per-share change from a small move in that one input while the other inputs stay fixed.

bps means basis points. 100 bps equals 1.00 percentage point.

WACC sensitivity moves in the opposite direction because a higher discount rate lowers present value, while a lower discount rate raises it.

Model base vs reported fundamentals

Side-by-side view of the latest live reported fundamentals versus the current AnalystScope model base used in public valuation and thesis work.

Reported numbers show the latest company print. Model base is the comparable operating base AnalystScope uses for valuation work, which can include standardization, conservative balance-sheet treatment, working-capital cleanup, and through-cycle adjustments when current reported figures do not look durable.

Reported fundamentals source

SEC XBRL companyfacts API

Live SEC companyfacts currently cover revenue, operating margin, free cash flow, and net cash / net debt. Reporting period end 2025-12-31.

Fundamentals refreshed 6 Jun 2026, 06:27 UTC. Fresh through 6 Jun 2026, 18:27 UTC.

Model-base impact on the thesis

For Abbott, the model base is intended to reflect diversified healthcare economics through product-cycle and procedure noise rather than a single period's operating mix.

MetricLive reportedStatusModel baseStatus
Revenue (TTM)$44.3BLive reported$44.3B

+5.5% YoY

Adjustment: Model revenue smooths device, diagnostics, and nutrition timing rather than extrapolating any one procedure or respiratory season.

Model base
Operating Margin18.2%Live reported16.9%

+74 bps YoY

Adjustment: Margin input keeps the base on durable diversified-healthcare economics rather than temporary mix or supply-chain relief.

Model base
FCF (TTM)$7.4BLive reported$6.4B

14.4% margin

Adjustment: FCF input adjusts for working-capital timing and keeps the cash-conversion base conservative.

Model base
Net Cash / (Debt)($27.2B)Live reported($5.0B)

Balance sheet remains manageable against diversified healthcare cash generation

Adjustment: Balance-sheet treatment remains measured and does not assume all cash is freely distributable.

Model base

Published investment view

The published report remains anchored to a Hold rating, with the latest note event recorded as New. The current workspace now evaluates the stock against $88 versus a base-case fair value of $102, implying +15.2 upside.

Fair value $102 vs. current $88 (+15.2 upside).

Confidence framing

Method agreement / dispersion

Valuation methods show a wider range from $93 to $110, which tempers conviction.

Margin strength

Operating margin is 16.9%, with +74 bps vs prior FY.

Balance sheet position

Balance sheet positioning is ($5.0B), with balance sheet remains manageable against diversified healthcare cash generation.

Key drivers

A diversified healthcare portfolio reduces dependence on any one procedure or product cycle.

Reasonable margin durability and cash conversion support downside protection.

The current valuation leaves some room for steady execution, but not enough to force a stronger rating.

Key risks

Procedure, diagnostics, or product-cycle softness could keep results below the current through-cycle base.

The setup is diversified, but that also limits the odds of a sharp near-term rerating.

If margin improvement stalls while the multiple holds, the upside case would stay constrained.

What would change our view

A wider discount to fair value would make the diversified-healthcare story more attractive.

Clearer evidence of durable device and diagnostics acceleration would improve conviction.

If growth softens while margins stay capped, the current Hold stance would be harder to defend.

Near-term catalysts

Device procedure commentary and diagnostics demand remain the clearest near-term signals.

Gross-margin mix and cash-conversion quality matter as much as any single revenue beat in this setup.

Any cleaner evidence of broad-based portfolio acceleration would improve the current valuation read-through.

What we are watching

Whether diversified portfolio growth remains balanced rather than dependent on one faster segment.

How durable current margin stability is as product mix shifts.

Whether free-cash-flow conversion remains strong enough to support the current fair-value range.

Report archive context

Archive metadata below keeps the published report context visible. Current workspace valuation and quote context stay secondary on this page.

How to read note event vs rating

Note event tells you what changed in the latest published note. Published rating shows the stance after that event.

Both were published Apr 10, 2026.

Report updated

Apr 10, 2026

Coverage status

Active coverage

Latest note event

New

Published Apr 10, 2026

Current published rating

Hold

Published Apr 10, 2026

Analyst note

Watching portfolio breadth, margin durability, and whether diversified healthcare resilience is translating into stronger fair-value support.

What changed in the report

Apr 10, 2026

Added to AnalystScope coverage

Impact: New Hold view on diversified healthcare durability

Apr 10, 2026

Kept valuation framing disciplined

Impact: Avoids overstating upside from a still-contained spread to fair value

Report timeline

Apr 10, 2026

NewHold

Started coverage with a Hold view on diversified healthcare quality and a moderate spread to fair value.

AnalystScope

This report is informational only and does not constitute investment advice. Curated public preview analysis with live price, filing metadata, and reported fundamentals overlays. Full live filing ingestion is not yet enabled.