Despite concerns over slower near-term growth, macroeconomic uncertainty, and margin pressures, analysts remain confident in Straumann’s long-term fundamentals—driven by its innovation pipeline and global reach—resulting in a modest upward revision of the consensus price target from CHF117.00 to CHF118.65.
Analyst Commentary
- Bearish analysts cite softer short-term growth expectations and macroeconomic uncertainty impacting demand for dental implants.
- Recent results indicate potential delays in recovery of key end markets, tempering near-term revenue visibility.
- Cautious sentiment persists due to competitive intensity from lower-cost rivals in some geographic segments.
- Margins are seen under pressure from higher input costs and ongoing investments in digital transformation.
- Bullish analysts still view long-term fundamentals as intact, underpinned by Straumann’s innovation pipeline and expanding global footprint.
What's in the News
- Straumann Holding AG confirmed its 2025 outlook, targeting high single-digit organic revenue growth and a 30–60 basis point improvement in core EBIT margin at constant 2024 currency rates.
Valuation Changes
Summary of Valuation Changes for Straumann Holding
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from CHF117.00 to CHF118.65.
- The Discount Rate for Straumann Holding remained effectively unchanged, moving only marginally from 4.50% to 4.42%.
- The Future P/E for Straumann Holding remained effectively unchanged, moving only marginally from 29.82x to 30.17x.
Disclaimer
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