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Baxter International Inc.

$BAX·$13B·Medical - Instruments & Supplies·Healthcare
$24.99-1.1%YTD+28.5%1Y+10.1%
Price updated 8h ago·X counts updated 8d ago
BABAX
$BAXBaxter International Inc.
$24.99-1.15%86 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $BAX on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

86X posts · last 7 days
Oct 2Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $BAX's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 53% of tracked names.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $BAX — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptWinding up for a moveAI verdict · as of 2026-10-02

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Baxter is a medical-products name finally stabilizing — up 22% YTD but still unprofitable on a TTM basis.

Baxter International is a diversified medical-products company — IV therapies, infusion pumps, surgical products, and the recently-divested kidney-care business. The business is in a post-spinoff reset.

  • The operations are slowly recovering: Q1 revenue +5.3% YoY at a 7.3% operating margin — modest growth with margin recovery after the post-spinoff distortion, which is the trajectory the market is debating.
  • At 1.15x sales for a medical-products company this is cheap for the quality, but PE -12.5 reflects TTM operating losses that haven't yet rolled off — a classic turnaround optics problem.
  • 52-week range position is 55% with vol multiplier 1.23 — above-average volume in the middle of the range, which fits accumulation by holders willing to wait for the earnings cadence to confirm.

Oct 29 Q3 is the gate — any continued revenue growth above 5% plus a cleaner operating-margin print extends the move. A soft volume quarter or any additional one-off charges and the stock gives back some of the YTD gain.

What to watch: Oct 29 Q3 — organic revenue growth by segment, operating-margin trajectory, FY27 guide, and any additional one-off charges from the post-spinoff cleanup. A margin reversion is the clear invalidator.

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

Read the AI verdict on $BAX

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

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

Makes IV solutions, kidney dialysis products, and surgical supplies for hospitals worldwide, undergoing a portfolio transformation toward kidney care.

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

No material change from last week — Procedure-volume normalization lifting surgical robotics and sterile supply demand.

What this means for $BAX

Partial — Makes IV solutions, kidney dialysis products, and surgical supplies for hospitals worldwide, undergoing a portfolio transformation toward kidney care.

Industry benchmark

9-name peer basket
-3.6%YTD
+1.1%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 $0.52

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$11.8B – $11.9B$2.04$1.71 – $2.1710
FY28$12.1B$12.0B – $12.3B$2.17$1.44 – $3.107

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.67%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.+1.1%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.+19.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 513.7M 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.β0.655-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
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsOct 23
AI summary

Terence John Rogers, newly appointed EVP and Chief Financial Officer of Baxter International Inc., filed an initial Form 3 on October 2, 2026 disclosing his Section 16 beneficial ownership upon assuming his officer role as of October 1, 2026. Rogers reports direct ownership of 0 shares of BAX Common Stock ($1 par value) with no derivative securities held. The filing is the standard administrative disclosure required at commencement of insider reporting obligations. No equity event implied.

3New insider — initial holdingsSep 183
AI summary

Bernard Heine, AVP Finance and Interim CAO & Controller at Baxter International (BAX), filed an initial Form 3 reporting direct ownership of 32,840 shares of Baxter common stock including dividend reinvestment. Routine insider beneficial ownership disclosure. Administrative — no economic significance.

8-KOfficer or director changeAug 198-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

Baxter International (BAX) filed an 8-K combining officer changes (Item 5.02) and an investor presentation (Item 7.01). The body excerpt is limited and does not fully detail the officer change or presentation content. Investors should refer to the full filing.

8-KMaterial agreementAug 188-K — Item 1.01: Material agreement · Item 8.01: Other event
AI summary

Baxter International (BAX) filed an 8-K (Items 1.01, 8.01) disclosing two material events: (1) Amendment No. 2 to its credit agreement relaxing leverage ratio covenants for five quarters, providing financial flexibility; and (2) early tender results showing participation in its offer to repurchase up to $500 million of senior notes, with high acceptance rates across four series. These actions reflect active balance sheet management.

8-KOfficer or director changeAug 48-K — Item 5.02: Officer or director change
AI summary

Baxter International (BAX) filed an 8-K (Item 5.02) on July 31, 2026 announcing CFO leadership changes: Anita Zielinski was appointed Interim Chief Financial Officer. The prior CFO departure and any permanent search details were not fully disclosed in the body excerpt.

8-KPress release / Reg FDJul 148-K — Item 7.01: Press release / Reg FD
AI summary

Baxter International (BAX) filed an 8-K (Item 7.01) on July 14, 2026 furnishing an investor presentation under Reg FD. The body excerpt does not contain material new financial information beyond what was previously disclosed. Investors should refer to the full presentation slides for strategic and financial details.

8-KOfficer or director changeMay 88-K — Item 5.02: Officer or director change · Item 5.03: Charter amendment · Item 5.07: Shareholder vote
+ 12 other (4 13Gs · 2 10-Qs · 2 8-Ks · 1 routine 8-K) in window

Recent news

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

20,728 Shares of Baxter International Inc. $BAX Acquired by Cohen Klingenstein LLCdefenseworld.net·4d agoBaxter International: The Vantive Transition Complicates Margin Recoveryseekingalpha.com·7d agoFinancial Contrast: Baxter International (NYSE:BAX) and Omnicell (NASDAQ:OMCL)defenseworld.net·9d agoBaxter to Host Third-Quarter 2026 Financial Results Conference Call for Investorsbusinesswire.com·13d agoAre Investors Undervaluing Baxter International (BAX) Right Now?zacks.com·14d ago

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