Update shared on27 Aug 2025
Fair value Decreased 3.71%Analysts have revised Carl Zeiss Meditec's price target downward to €53.61, citing weaker-than-expected earnings, intensified competition and pricing pressures in ophthalmology, subdued recovery in elective procedures, margin compression, and persistent macroeconomic and FX headwinds.
Analyst Commentary
- Bearish analysts are reacting to disappointing recent earnings performance, which has lagged behind expectations.
- Pricing pressures and competitive dynamics in core ophthalmology devices have weighed on revenue growth forecasts.
- Delays or softer-than-anticipated recovery in elective procedures post-pandemic have reduced confidence in short-term demand.
- Margin compression concerns driven by increased costs and slower operating leverage have led analysts to revise profitability assumptions downward.
- Ongoing FX headwinds and macroeconomic uncertainty in key markets have contributed to more cautious outlooks.
What's in the News
- ZEISS Medical Technology received CE mark approval for CIRRUS PathFinder, an AI-powered clinical support tool for enhanced OCT interpretation and workflow efficiency across ZEISS CIRRUS devices.
- ZEISS CLARUS 700 gained NMPA approval in China, delivering advanced, high-resolution, true color retinal imaging to strengthen retina diagnostics and clinic workflow.
Valuation Changes
Summary of Valuation Changes for Carl Zeiss Meditec
- The Consensus Analyst Price Target has fallen slightly from €55.67 to €53.61.
- The Net Profit Margin for Carl Zeiss Meditec has fallen slightly from 10.55% to 10.20%.
- The Consensus Revenue Growth forecasts for Carl Zeiss Meditec remained effectively unchanged, moving only marginally from 6.4% per annum to 6.3% per annum.
Disclaimer
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