**But there is also some positive news.**
At the end of the article, they themselves list several factors that could support Embecta:
partnerships with more than **30 pharmaceutical companies**;
joint projects related to **GLP-1 and pen needles**;
emerging markets;
cost savings from restructuring;
ERP integration;
potential future revenue growth.
**In other words, even the authors of the article acknowledge the presence of long-term growth drivers.**
**What personally caught my attention**
There is a small contradiction.
They:
significantly increase their future revenue growth forecast (**+152%**);
acknowledge the company’s business expansion;
Essentially, the article does not report any new events regarding Embecta. It is an update to the valuation model following a reassessment of the entire MedTech sector and the already known analyst price target reductions. It also does not take into account possible new information that the market has not yet seen, such as second-quarter results, potential share buybacks, new institutional purchases, or further commercial successes of the company if they are disclosed later.
https://finance.yahoo.com/markets/stocks/articles/embecta-embc-stock-fair-value-060825972.html
