MCK
McKesson Corp
Position levels
Currenttoday
USD 856.19
Buy <=wait / entry
USD 796.67
Trim >=take some off
USD 950.00
Thesis breakA confirmed delay to the Medical-Surgical separation beyond fiscal 2027, a downw...
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Scenario-weighted conviction
| Probability | Score | Contribution | |
|---|---|---|---|
| Bull case | 50% | 100 / 100 | 50.0 |
| Base case | 45% | 62 / 100 | 27.9 |
| Bear case | 5% | 10 / 100 | 0.5 |
| Weighted conviction | 78 / 100 - BUY | ||
Top risks
- Strategic minority interest agreement with Apollo Funds in Medical-Surgical Solutions
- Raised full year adjusted EPS guidance by $0.30 following fiscal 2026 Q2 results
- Consensus Buy rating from 14 analysts with average price target of $926-$960 implying 8-12% upside