Corning Incorporated (NYSE:GLW) is one of the stocks that Jim Cramer shared his take on. Cramer highlighted the company’s role in the data center business, as he commented: “And if you really want to own data centre stocks, one of the names that’s been crushed, investment club stock, is Corning, because it’s working to displace copper wiring everywhere, and the data centre is the legitimate copper, ultimate copper backer. That would be the one I would suggest to start with. Start small. We don’t want to m ...

Core Insights - Becton, Dickinson and Company (BDX) is a leading player in the medical supplies and devices sector, with a market capitalization of $55.4 billion, focusing on advancing medical research, diagnostics, and infection prevention [1][2] Company Overview - BDX is categorized as a large-cap stock, reflecting its significant size and influence in the medical instruments and supplies industry [2] - The company boasts a strong global brand, extensive distribution network, and a diverse product portfolio, which are key to its competitive advantage [2] - BDX's growth is driven by its commitment to innovation, substantial R&D investments, and strategic acquisitions, alongside a robust manufacturing and supply chain [2] Stock Performance - BDX's stock has experienced a decline of 23% from its 52-week high of $251.99, reached on February 3 [3] - Over the past three months, BDX's stock gained 1.5%, underperforming the Nasdaq Composite, which saw a 7.7% increase [3] - Year-to-date, BDX shares have fallen 14.5%, and over the past 52 weeks, they have decreased by 12.6%, significantly lagging behind the Nasdaq's YTD gains of 21% and 22.6% [4] Recent Financial Performance - In its Q4 results, BDX reported an adjusted EPS of $3.96, surpassing Wall Street's expectations of $3.92, with revenue of $5.9 billion meeting forecasts [5] - The company anticipates full-year adjusted EPS to be in the range of $14.75 to $15.05 [5] Competitive Landscape - BDX's competitor, Solventum Corporation (SOLV), has outperformed BDX, with a 17.6% gain over the past 52 weeks and a 29.1% increase year-to-date [6]

Core Insights - Hinde Group's third-quarter 2025 investor letter reported a gross return of 14.37% and a net return of 13.93%, outperforming the S&P 500 Total Return of 8.12% [1] - The year-to-date return for the fund was 36.44% (gross) and 34.91% (net), significantly higher than the index's 14.83% [1] - The generative AI investment boom is identified as a key factor contributing to economic stability and stock market optimism despite ongoing challenges [1] Company Highlights - Becton, Dickinson and Company (NYSE: BDX) was highlighted as a significant stock in Hinde Group's investor letter [2] - BDX's one-month return was 1.07%, but it experienced a decline of 13.86% over the past 52 weeks [2] - As of November 14, 2025, BDX's stock closed at $193.04 per share, with a market capitalization of $55.33 billion [2] Investment Position - Hinde Group initiated a long position in Becton, Dickinson and Company (NYSE: BDX) during the third quarter of 2025, marking it as a special situation investment and the first new position since 2022 [3]

Market Overview - The US equity market experienced a rally in the third quarter of 2025, with the S&P 500 Index increasing by 8.12% [1] - Bonds also performed well, with the Bloomberg U.S. Aggregate Bond Index rising by 2.03% during the same period [1] Performance Analysis - The composite return for the quarter was 7.22% gross of fees and 7.10% net of fees, which underperformed the S&P 500 Index's gain of 8.12% [1] - The underperformance of the strategy was attributed to security selection [1] Company Focus: Becton, Dickinson and Company (NYSE: BDX) - Becton, Dickinson and Company is a healthcare company involved in the development and manufacturing of medical supplies and diagnostic products [2] - The stock had a one-month return of 1.07% but lost 13.86% of its value over the past 52 weeks, closing at $193.04 per share with a market capitalization of $55.33 billion on November 14, 2025 [2] Recent Developments - The company faced challenges due to recent fiscal earnings results, which were negatively impacted by funding cuts from the National Institutes of Health (NIH) [3] - Becton, Dickinson and Company lowered its forward earnings and revenue guidance, citing weaknesses in biosciences R&D funding and the effects of tariffs [3] - The company is attempting to divest its Biosciences and Diagnostic Solutions divisions, but there are concerns about achieving optimal value due to the cyclical downturn in these sectors [3] Investment Sentiment - Becton, Dickinson and Company was held by 58 hedge fund portfolios at the end of the second quarter of 2025, an increase from 54 in the previous quarter [4] - Despite its potential, analysts suggest that certain AI stocks may offer better upside potential and lower downside risk compared to Becton, Dickinson and Company [4] - The company's revenue grew by 7% to $5.9 billion in the fiscal fourth quarter of 2025, with a 3.9% organic growth rate [4]

Core Viewpoint - Becton, Dickinson and Company (BDX) is a leading medical technology firm with a market cap of $54.2 billion, facing stock underperformance compared to broader market indices despite reporting strong revenue growth and positive earnings guidance for fiscal 2026 [1][2][4]. Company Overview - BDX develops, manufactures, and sells a wide range of medical devices, laboratory equipment, and diagnostic products, operating through three segments: BD Medical, BD Life Sciences, and BD Interventional [1]. Stock Performance - Over the past 52 weeks, BDX stock has decreased by 16.9%, while the S&P 500 Index has gained 14.5%. Year-to-date, BDX shares have declined by 15.3%, compared to a 16.5% rise in the S&P 500 [2][3]. Financial Performance - For the fourth quarter, BDX reported revenue of $5.9 billion, an 8.3% year-over-year increase, driven by strong demand in its medical and interventional segments. Adjusted EPS was $3.96, up from $3.81 a year earlier, slightly exceeding expectations [4]. Future Guidance - BDX has guided for fiscal 2026 adjusted EPS between $14.75 and $15.05, with analysts expecting a 3% year-over-year growth to $14.83 [4][5]. Analyst Ratings - Among 16 analysts covering BDX, the consensus rating is a "Moderate Buy," with six "Strong Buy" ratings, one "Moderate Buy," and nine "Holds." The company has a promising earnings surprise history, having beaten consensus estimates in the last four quarters [5]. Price Target - Piper Sandler analyst Jason Bednar reiterated a "Hold" rating on BDX and maintained a price target of $200 on the stock [6].

Company Overview - Becton, Dickinson and Company (BDX) is valued at $52.3 billion and is a leading medical technology company based in Franklin Lakes, New Jersey, founded in 1897. The company develops, manufactures, and sells a variety of medical devices, laboratory equipment, and diagnostic products aimed at improving healthcare safety, efficiency, and quality worldwide [1]. Earnings Expectations - BDX is expected to announce its fiscal fourth-quarter earnings for 2025 on November 6, with analysts predicting a profit of $3.91 per share on a diluted basis, which represents a 2.6% decrease from $3.81 per share in the same quarter last year. The company has a track record of exceeding Wall Street's EPS estimates in the last four quarters [2]. - For the full fiscal year, analysts anticipate BDX will report an EPS of $14.40, reflecting a 9.6% increase from $13.14 in fiscal 2024. EPS is projected to rise by 2.7% year over year to $14.79 in fiscal 2026 [3]. Stock Performance - Over the past year, BDX stock has declined by 21.5%, underperforming the S&P 500 Index, which gained 14.5%, and the Health Care Select Sector SPDR Fund, which saw a 3.4% dip [4]. - On October 17, BDX shares increased by 2.1%, outperforming several competitors in the medical technology sector, following Piper Sandler analyst Jason Bednar's reaffirmation of a "Hold" rating with a $200 price target [5]. Analyst Ratings - The consensus opinion among analysts on BDX stock is moderately bullish, with an overall "Moderate Buy" rating. Out of 17 analysts, six recommend a "Strong Buy," one suggests a "Moderate Buy," and ten give a "Hold." The average analyst price target for BDX is $216.23, indicating a potential upside of 14.9% from current levels [6].