IQV

IQVIA Holdings is expected to report Q3 2026 earnings on October 27, with consensus estimates of $3.24 EPS (up 8% YoY) and $4.36B in revenues (up 6.4% YoY). However, recent analyst revisions have turned slightly bearish, resulting in a negative Earnings ESP of -0.09%, making it difficult to predict an earnings beat despite the company's strong historical track record of beating estimates in the last four quarters.

IQVIA Holdings (IQV), a clinical research and healthcare intelligence provider, is highlighted as a stock to watch with a Zacks Rank #3 (Hold) and VGM Score of B. The company has a Momentum Style Score of B with shares up 0.4% over the past four weeks. One analyst revised earnings estimates upward for fiscal 2026, with the Zacks Consensus Estimate at $12.92 per share and an average earnings surprise of +2.2%.

AxoGen is expected to report Q3 2026 earnings of $0.14 per share with 21.2% revenue growth on October 28, but carries a 0% Earnings ESP with a Zacks Rank #2, making it difficult to predict an earnings beat. Meanwhile, IQVIA is projected to post $3.24 EPS with 6.4% revenue growth, but faces a negative Earnings ESP of -0.09% combined with a Zacks Rank #4 (Sell), suggesting limited upside potential despite a history of beating estimates.

Veeva Systems expanded its partnership with IQVIA, with IQVIA selecting additional Veeva clinical operations applications as enterprise standards for clinical development studies. The agreement covers CTMS, eTMF, Study Startup, and Site Connect tools, building on their previous EDC partnership. This expansion is expected to strengthen Veeva's presence in clinical research, improve trial efficiency, and create cross-selling opportunities, though financial terms and deployment timelines were not disclosed.

IQVIA reported Q2 2026 adjusted EPS of $3.15, up 12.1% YoY and beating consensus by 4.3%, with revenues of $4.37B up 8.7% and exceeding estimates. R&D Solutions new bookings surged 19% to $3.2B. However, the company faces liquidity concerns with a current ratio of 0.71 and net leverage at 3.6X adjusted EBITDA.

The global AI in clinical trials market is projected to expand from USD 2.09 billion in 2026 to USD 18.62 billion by 2040, growing at a 17.0% CAGR. AI applications including patient recruitment, predictive analytics, digital twins, and automation are addressing key challenges in drug development timelines and trial efficiency.

Oncology represents the largest therapeutic area, while Asia-Pacific shows significant growth potential. Key players include IQVIA, Medidata, Dassault Systemes, and emerging AI companies like Deep 6 AI and AiCure.