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Morgan Stanley Highlights Positive Outlook for Becton, Dickinson (BDX) and the MedTech Sector

Becton, Dickinson and Company (NYSE:BDX) is included among the 15 Best Stocks to Buy for the Long Term.

On December 2, Morgan Stanley analyst Patrick Wood lifted the firm’s price target on Becton, Dickinson and Company (NYSE:BDX) to $210 from $197 and maintained an Overweight rating on the shares. The analyst noted that the company’s MedTech “looks well-positioned on several fronts.” The firm also thinks that major product cycles, healthier hospital spending, and valuations near their lows all signal a supportive setup for the industry in the year ahead.

In its earnings for fiscal Q4 2025, Becton, Dickinson and Company (NYSE:BDX) announced that the merger of its Biosciences and Diagnostic Solutions, which the company separated and refers to as New BD, with Waters Corporation will be completed around the end of the first quarter of 2026. New BD will be a MedTech company with far-reaching influence on patients and healthcare worldwide. In FY25, New BD reported revenue of $17.5 billion, compared with $16.8 billion in the prior-year period.

Becton, Dickinson and Company (NYSE:BDX)’s overall revenues for Q4 were $5.9 billion, which showed an 8.3% growth YoY. The company’s cash and cash equivalents at the end came in at $641 million, and operating cash flow was $3.4 billion in 2025. Becton returned $2.2 billion to investors in dividends and share repurchases, exhibiting its commitment to returning value to shareholders.

Becton, Dickinson and Company (NYSE:BDX) is an American multinational medical technology company that manufactures and sells essential medical devices and related products.

While we acknowledge the potential of BDX as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than BDX and that has a 100x upside potential, check out our report about the cheapest AI stock.

READ NEXT: 15 Dividend Stocks Paying 4%+ Yield in 2025 and 11 Worst Performing Dividend Stocks Year-to-Date.

Disclosure: None.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

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It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

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In fact, Verge argues this company’s supercheap AI technology should concern rivals.

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  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

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