IDEXX Laboratories Shares Drop Despite Strong Q4 Results and 2026 Guidance
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2h ago
0mins
Source: seekingalpha
- Strong Earnings Beat: IDEXX reported a non-GAAP EPS of $3.01 for Q4 2025, exceeding expectations by $0.07, while revenue reached $1.09 billion, beating estimates by $20 million, indicating robust performance in the veterinary and livestock care sectors.
- 2026 Revenue Guidance: The company projects 2026 revenue between $4.63 billion and $4.72 billion, aligning with the consensus figure of $4.66 billion; however, the stock has declined approximately 4% following the announcement, reflecting market skepticism.
- Analyst Perspectives: Jefferies analyst Keith Devas maintains a
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy IDXX?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on IDXX
Wall Street analysts forecast IDXX stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for IDXX is 792.78 USD with a low forecast of 750.00 USD and a high forecast of 850.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
10 Analyst Rating
7 Buy
3 Hold
0 Sell
Moderate Buy
Current: 670.460
Low
750.00
Averages
792.78
High
850.00
Current: 670.460
Low
750.00
Averages
792.78
High
850.00
About IDXX
IDEXX Laboratories, Inc. develops, manufactures and distributes products and provides services primarily for the companion animal veterinary, livestock and poultry, dairy and water testing industries. The Company also provides human medical point-of-care and laboratory diagnostics. Its segments include Companion Animal Group (CAG), Water quality products (Water), and Livestock, Poultry and Dairy (LPD). The CAG segment offers diagnostic and information management-based products and services for the companion animal veterinary industry, including in-clinic diagnostic solutions, outside reference laboratory services, and veterinary software and services. The Water segment provides testing solutions for accurate detection and quantification of various microbiological parameters in water. The LPD segment provides diagnostic tests, services, and related instrumentation that are used to manage the health status of livestock and poultry, and to improve the quality and safety of milk.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
US Stocks Rise Slightly as Chip Stocks Rebound
- Chip Stock Rebound: The S&P 500 index rose by 0.25% as chip makers and AI infrastructure stocks rebounded from last Friday's losses, indicating a renewed market confidence in tech stocks that could drive overall market gains.
- Rare Earth Stocks Surge: President Trump's plan to launch a $12 billion strategic stockpile of critical minerals to reduce reliance on China has led to a surge in US rare earth stocks, with USA Rare Earth up over 9%, highlighting the positive impact of policy support on related industries.
- Energy Stocks Under Pressure: WTI crude oil prices fell by more than 4% due to easing geopolitical risks, putting pressure on energy producers like ConocoPhillips and Chevron, which saw declines of over 2%, reflecting market concerns about energy demand.
- Weakness in China's Economy: China's January manufacturing PMI unexpectedly dropped to 49.3, indicating signs of economic slowdown, with the Shanghai Composite Index falling over 2%, which could negatively impact global growth prospects, prompting investors to closely monitor upcoming data.
Continue Reading
Midday Trading Highlights for Key Companies
- Palantir Stock Rises: Ahead of its earnings report, Palantir Technologies saw its shares increase by over 2%, with William Blair upgrading the stock to outperform, indicating that a recent pullback has made shares more attractive, despite a decline of over 15% in 2026.
- Disney Faces Challenges: Disney's shares fell more than 4% despite exceeding first-quarter estimates, as the company warned of a decline in international visitors leading to modest growth in its experiences division, while anticipating higher costs from launching a new cruise ship and adding attractions in Paris.
- IDEXX Shares Slide: IDEXX Laboratories experienced a 6% drop in shares, as management cautioned during the fourth-quarter earnings call that clinical visits remain under pressure, with U.S. same-store clinical visits declining about 1.9% in 2025 and wellness visits down 3.6% in the fourth quarter.
- Rare Earth Companies Benefit: President Trump is set to invest $12 billion in a critical minerals stockpile to counter China, boosting shares of several rare earth firms, with MP Materials up about 2% and USA Rare Earth gaining 3%.
Continue Reading