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PRGO

Perrigo Company PLC

OPPORTUNISTIC BUY 2026-08-01 Updated today USD 10.11 Healthcare - Drug Manufacturers - Specialty & GenericAWAIT ENTRY
62

Position levels

Currenttoday
USD 10.11
Buy <=wait / entry
USD 9.17
Trim >=take some off
USD 12.50
Thesis breakA material cut to full-year 2026 guidance, a renewed FDA warning letter at a Per...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case29%100 / 10029.0
Base case50%62 / 10031.0
Bear case21%10 / 1002.1
Weighted conviction62 / 100 - OPPORTUNISTIC BUY

Top risks

  • Completed divestiture of Dermacosmetics business for approximately EUR 306 million upfront proceeds to support debt reduction
  • Q1 2026 EPS of $0.43 beat consensus estimate of $0.39 with net sales and operating income growth in Specialty Care segment from Compeed, Opill, and ellaOne
  • Maintained full-year 2026 outlook with expectation for second half improvement
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.