BofA analyst Joanna Gajuk upgraded Option Care Health (OPCH) to Buy from Neutral with a price target of $33, up from $26. The company preannounced better than expected Q4 results and guided 2025 EBITDA slightly above consensus, the analyst tells investors in a research note. The firm says the outlook implies core EBITDA growth of 18%, above the long-term algorithm, despite a bigger Stelara headwind. BofA believes Option’s core story is on track with more known about the Stelara headwind. It cites increased earnings visibility and better core growth for the upgrade.
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