Key Highlights
- In a 2026 outlook for the Healthcare Services sector, the firm highlighted a strong environment for market-beating returns within healthcare tech and provider stocks.
- In contrast, Morgan Stanley remains cautious on managed care and noted that after a weak 2025, the subsector continues to face a storm of regulatory shifts, reimbursement challenges, and rising service usage.
- Earlier on December 8, Barclays initiated coverage of GoodRx with an Underweight rating and $3 price target.
- This decision was made as the firm initiated coverage of the US healthcare technology and distribution sector with an overall neutral outlook, though the firm’s sentiment varies significantly across specific sub-sectors.
- The firm expressed strong bullish conviction toward drug distributors and cited them as the most attractive segment within the group.
