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Baxter International Inc.

$BAX·$13B·Medical - Instruments & Supplies·Healthcare
$25.83+1.0%1Y+9.5%
Mentions · last 7 days
2026-08-29: 5 posts2026-08-30: 6 posts2026-08-31: 13 posts2026-09-01: 13 posts2026-09-02: 13 posts2026-09-03: 7 posts2026-09-04: 19 posts76
Price updated 4h ago·X counts updated 2h ago
BABAX
$BAXBaxter International Inc.
$25.83+1.02%76 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $BAX, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-09-04

The move is getting stronger, with heavier trading behind it.

Baxter is the medical-devices name at 69% of the 52-week range with COO Hider cashing $1.4M — the operating turn is showing up but insiders are trimming.

Baxter International makes medical-device and healthcare-technology products (infusion pumps, dialysis, patient monitoring) after the Kidney business spin-off. The equity has been recovering after the corporate restructuring.

  • The operating turn is landing: Q2 revenue was $2.96B, up 5.3% YoY, following prints of +2.9%, +8.0%, +5.0% — steady mid-single-digit growth at a $12B run rate; gross margin at 35% and operating margin at 7% (Q2) show the operating profile is rebuilding after the write-downs in Q4 2025, and Q2 EPS at $0.24 supports the recovery framing.
  • The tape reflects institutional accumulation: position at 69% of the 52-week range with the stock +4% above the 50-day and +26% above the 200-day — that's a Stage 2 accumulation pattern for a name that had been in a persistent drawdown; the recent 8-K flow has been routine housekeeping rather than corporate stress.
  • Insider selling is real: COO Andrew Hider's September 2 F-InKind of $1.4M, plus Foster and Teaff smaller sales — that's a real cluster of executive stock-related activity, though the F-InKind form is tax-related and doesn't necessarily reflect a change in view; the pattern says management sees the current level as fair for scheduled RSU exercises rather than a change in operating thesis.

October 29 Q3 earnings is the near-term test — a print sustaining revenue growth above 5% with gross margin above 34% extends the trade. A gross-margin miss on infusion-pump-related quality or a fresh write-down resets the setup; watch device segment margins and any post-spin restructuring commentary.

What to watch: October 29 Q3 earnings — revenue growth sustained above 5% with gross margin above 34% extends the trade. A gross-margin miss on infusion-pump quality or fresh write-down resets the setup; watch device segment margins and post-spin restructuring.

On the calendar: 2026-10-29 — Q3 earnings

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What it does

Plain-English summary of the business — what they sell and how they make money.

Baxter International Inc., operating globally via its subsidiaries, is a leading developer and provider of a wide spectrum of healthcare products. The company's comprehensive portfolio includes various dialysis treatments, such as peritoneal and hemodialysis, along with related therapies and services. It also specializes in intravenous (IV) therapies, infusion pumps, administration sets, and devices for drug reconstitution. Further expanding its pharmaceutical offerings, Baxter delivers pre-mixed and oncology drug platforms, inhaled anesthetic agents, critical care products, and pharmacy compounding services. Nutritional support is provided through its parenteral nutrition therapies and associated products. For surgical procedures, the company develops biological products and medical devices vital for achieving hemostasis, tissue sealing, and preventing adhesions. Additionally, Baxter supplies continuous renal replacement therapies (CRRT) and other organ support solutions, primarily tailored for intensive care units. Beyond direct medical supplies, Baxter provides sophisticated connected care solutions, integrating devices, software, communication systems, and other advanced technologies. This includes a range of patient monitoring and diagnostic technologies designed to aid in the diagnosis, treatment, and management of numerous illnesses and conditions, spanning respiratory therapy, cardiology, vision screening, and physical assessment. The surgical suite benefits from its specialized video technologies, operating tables, lights, pendants, precision positioning tools, and various ancillary accessories. The company also offers contracted services to a multitude of pharmaceutical and biopharmaceutical companies. Baxter's products are utilized across diverse healthcare environments, including hospitals, kidney dialysis centers, nursing homes, rehabilitation centers, doctors' offices, and for home-based patients under medical supervision. Operating in approximately 100 countries, Baxter distributes its extensive product line through a direct sales force, independent distributors, drug wholesalers, and specialty pharmacies or other alternative site providers. The company also holds a collaborative agreement with Celerity Pharmaceutical, LLC, focused on developing generic injectable pre-mixed medications for acute care and oncolytic molecules. Established in 1931, Baxter International Inc. is headquartered in Deerfield, Illinois.

Industry overviewAI analysisGenerated by AI from underlying data

Where Medical - Instruments & Supplies sits in its cycle right now — and what that implies for $BAX.

Medical - Instruments & Supplies · Healthcare

Life science tools demand is tied to pharma/biotech R&D budgets; GLP-1 clinical development is a current bright spot driving CRO and instrument demand. Academic and government research funding is the more volatile demand component.

Industry benchmark

6-name peer basket
-2.5%YTD
+8.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-12.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-1.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-2.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
5.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-16.6%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
30.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.6Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 30, 2026$0.56$0.37+52.8%
Q1 2026Apr 30, 2026$0.36$0.31+15.8%
Q4 2025Feb 12, 2026$0.44$0.53-17.0%
Q3 2025Oct 30, 2025$0.69$0.60+15.0%
Next earningsThu, Oct 29·consensus EPS $0.51

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$3.0B+5.3%34.9%7.3%$0.24$32.0M
Q1 FY26$2.7B+2.9%33.0%2.4%$-0.03$76.0M
Q4 FY25$3.0B+8.0%19.4%-24.5%$-2.16$444.0M
Q3 FY25$2.8B+5.0%33.5%6.1%$-0.09$126.0M

Forward consensus

3-year forecast · up to 10 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$11.6B$11.6B – $11.6B$2.05$1.98 – $2.0810
FY27$11.9B$11.7B – $11.9B$2.04$1.70 – $2.1510
FY28$12.1B$12.0B – $12.2B$2.17$1.44 – $3.098

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.69%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+3.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+25.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 512.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.595-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 11 other (8 awards · 3 inkinds) in window

See when $BAX insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Barbara Oil Co. Makes New $853,000 Investment in Baxter International Inc. $BAXdefenseworld.net·12d agoBaxter Appoints John Rogers Chief Financial Officerbusinesswire.com·17d agoBaxter Announces Pricing for Its Upsized Cash Tender Offersbusinesswire.com·17d agoBaxter Announces Early Tender Results and Upsizing of Previously Announced Cash Tender Offersbusinesswire.com·18d agoA Look at Baxter International Inc (BAX) After 3.1% Decline -- GF Value $33.00 vs Price $25.91gurufocus.com·18d ago

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