卡地纳健康Q2营收净利双增，机构上调目标价

Core Insights - Cardina Health reported Q2 revenue of $65.627 billion for fiscal year 2026, representing an 18.75% year-over-year increase; net profit reached $4.67 billion, up 16.75% year-over-year, driven primarily by the pharmaceutical distribution business, although gross margin was 3.52% and net margin was 0.71%, reflecting industry characteristics [1] Institutional Views - TD Cowen maintained a "Buy" rating for Cardina Health on February 11, 2026, raising the target price from $233 to $251 based on better-than-expected performance and industry outlook; among 20 institutions covering the stock in February, 80% rated it as "Buy" or "Hold," with an average target price of $251.13 [2] Recent Events - The financial report was disclosed before the market opened on February 5, 2026; TD Cowen raised the target price on February 11, coinciding with a 1.05% increase in the overall healthcare sales sector [3] Stock Performance - Over the past 7 days (February 5 to 11), the stock price fluctuated by 6.91%, with a high of $230.81 on February 6 and a low of $212.03 on February 5; the closing price on February 11 was $221.14, with a single-day increase of 0.39% and a volatility of 1.15%; trading volume peaked at 3.58 million shares on February 5, dropping to 126,790 shares by February 11, indicating a rise and subsequent decline in trading activity [4]