Update shared on08 Oct 2025
Fair value Decreased 2.54%Analysts have slightly revised their price targets for DENTSPLY SIRONA, with some lowering expectations by as much as $2 per share. They cite ongoing end-market challenges and updated financial models following recent company results.
Analyst Commentary
Recent notes from Wall Street reflect mixed sentiment toward DENTSPLY SIRONA, with both incremental optimism and ongoing caution visible in analyst perspectives. The updates include modest changes to price targets and reflect ongoing adjustments to financial models in a tougher dental market environment.
Bullish Takeaways- Bullish analysts see incremental improvements within the dental sector, driven by company-specific developments and a renewed focus on operational efficiencies.
- Upward price target revisions, though modest, suggest some growing confidence in the company’s execution and potential for performance stabilization.
- Insights from recent industry surveys point to budding interest in identifying opportunities for growth and indicate that end-market sentiment may improve from current challenged levels.
- Coverage analysts note reasons to maintain a positive outlook, citing ongoing updates to estimates and engagement with dental practitioners that highlight niche growth opportunities despite broader market softness.
- Bearish analysts have adjusted price targets downward in response to muted Q2 results and ongoing end-market pressures, reflecting concerns about near-term valuation.
- Lingering questions about the pace of recovery in the overall dental market and the company's ability to drive sustained growth remain a primary concern.
- Offsetting factors, such as persistent challenges in the total dental end-market, temper optimism and limit the extent of constructive commentary from analysts.
- Some believe that company-specific obstacles still need to be addressed before there can be a more meaningful positive re-rating of the stock.
What's in the News
- Dentsply Sirona and Pearl launched a partnership to integrate AI-assisted 2D X-ray radiologic support through DS Core, enabling dental professionals to enhance diagnostics and patient education using automated measurements and visualizations (Client Announcements).
- The company completed a comprehensive review of strategic alternatives for its Wellspect Healthcare business and decided to retain Wellspect, citing greater value for shareholders and commitment to long-term growth (Considering Multiple Strategic Alternatives).
- DENTSPLY SIRONA Inc. reaffirmed its 2025 earnings guidance, expecting net sales between $3.60 billion and $3.70 billion. This reflects a decrease of 2.0% to 4.0% on a constant currency basis (Corporate Guidance).
- Daniel Scavilla has been appointed Chief Executive Officer, succeeding Simon Campion effective August 1, 2025. Scavilla brings three decades of medical technology and pharmaceutical industry experience (Executive Changes: CEO).
- The company expects approximately $935 million in net sales for the second quarter of 2025 (Corporate Guidance).
Valuation Changes
- Fair Value Estimate has decreased slightly to $16.43 per share from $16.86 per share.
- Discount Rate has increased marginally to 9.59%, up from 9.51% previously.
- Revenue Growth outlook is essentially unchanged, moving just slightly from 2.30% to 2.30%.
- Net Profit Margin has fallen significantly, now estimated at 6.26% compared to the prior 12.78%.
- Future Price-to-Earnings (P/E) ratio has risen sharply to 17.66x from 8.86x.
Disclaimer
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