IQVIA Holdings Inc. Share Price Analysis: Growth and Valuation

IQVIA Holdings Inc. (NYSE:IQV) share price rose 34% in the past couple of months, but still has a way to go to reach its yearly highs. The company's high coverage by analysts suggests that recent changes in the company's outlook are already priced into the stock. However, IQVIA Holdings is trading at a fairly cheap price according to the price-to-earnings ratio, with a ratio of 25.28x compared to the industry average of 32.26x. The company is expected to generate 45% profit growth over the next couple of years, making it a potentially attractive investment opportunity.

IQVIA Holdings Inc. (NYSE: IQV) has seen its share price rise by 34% over the past couple of months, yet it still has some distance to cover to reach its yearly highs. Analyst coverage of the company is high, indicating that recent changes in IQVIA's outlook are already reflected in the stock price. Despite this, IQVIA Holdings is trading at a relatively cheap price-to-earnings ratio of 25.28x, compared to the industry average of 32.26x [1].

The company's latest earnings report showed a quarterly revenue of $4.02 billion and a net profit of $266 million, up from $3.81 billion and $363 million respectively in the same period last year [1]. Analysts have maintained a Moderate Buy rating on the stock, with an average price target of $211.67, representing a 7.03% upside from current levels [1]. Deutsche Bank analyst Justin Bowers has a Buy rating with a price target of $220.00, while Stifel Nicolaus also maintains a Buy rating with a $234.00 price target [1].

However, corporate insider sentiment on the stock is negative, with an increase in insider selling activity over the past quarter [1]. For instance, Keriann Cherofsky, the SVP, Corp. Contr. of IQV, sold 549.00 shares for a total of $105,149.97 earlier this month [1]. This suggests that some insiders are cautious about the stock's future prospects.

Supernus Pharmaceuticals Inc. (Nasdaq: SUPN), another biopharmaceutical company, recently reported strong financial results for the second quarter of 2025, including a 31% increase in net sales of Qelbree® and a 16% increase in net sales of GOCOVRI® [2]. The company also launched ONAPGO™, a new product that has exceeded expectations, with more than 750 enrollment forms submitted by over 300 prescribers [2]. These developments could potentially benefit IQVIA Holdings, given its involvement in the healthcare sector.

Looking ahead, IQVIA Holdings is expected to generate 45% profit growth over the next couple of years, making it an attractive investment opportunity. However, investors should keep an eye on the company's insider activity and its ability to maintain its strong earnings growth.

References:
[1] The Globe and Mail. (2025). Deutsche Bank remains a buy on IQVIA Holdings (IQV). Retrieved from https://www.theglobeandmail.com/investing/markets/stocks/IQV/pressreleases/33747781/deutsche-bank-remains-a-buy-on-iqvia-holdings-iqv/
[2] Morningstar. (2025). Supernus announces second quarter 2025 financial results. Retrieved from https://www.morningstar.com/news/globe-newswire/9506695/supernus-announces-second-quarter-2025-financial-results