Barclays downgrades Sonova stock on competitive market concerns

Published 20/06/2025, 08:12
Barclays downgrades Sonova stock on competitive market concerns

Investing.com - Barclays (LON:BARC) downgraded Sonova Holding AG (SIX:SOON) (OTC:SONVY) from Equalweight to Underweight on Friday, while reducing its price target to CHF225.00 from CHF275.00. According to InvestingPro data, the company currently trades at a P/E ratio of 27.2x and maintains a high Price/Book multiple of 5.5x.

The downgrade comes as Barclays sees potential downside risks for the hearing aid manufacturer in what it describes as "a challenged and competitive market." The firm now considers Sonova "the least preferred amongst the wholesalers" in the sector. Despite these concerns, InvestingPro analysis shows the company maintains strong fundamentals with a 72.4% gross profit margin and healthy cash flows.

Barclays had previously downgraded Sonova to Equalweight on September 18, 2023, citing limited upside risk to financial projections at that time. The latest rating change reflects a more pessimistic outlook for the Swiss hearing care company.

The investment bank has cut its earnings estimates for Sonova by 1.5% to 5% and positions its forecast approximately 4% below consensus earnings per share for fiscal years 2026 and 2027.

Despite the downside risks identified by Barclays, the firm noted that Sonova’s valuation "remains elevated" relative to these concerns, further justifying the downgrade to Underweight.

In other recent news, HSBC upgraded Sonova Holding AG’s stock rating from Hold to Buy, while simultaneously lowering the price target from CHF310.00 to CHF290.00. This decision comes as a response to current market conditions, including a slowdown in U.S. commercial markets and potential tariff risks. Despite these challenges, HSBC analyst Shubhangi Gupta highlights Sonova’s strong balance sheet and unique product offerings as attractive investment opportunities. Gupta also notes that concerns regarding U.S. tariffs might be overstated, as Sonova’s products fall under the Nairobi protocol, which could mitigate tariff impacts. The revised rating and price target reflect a balanced perspective on Sonova’s potential in the face of market uncertainties. Investors are considering the potential risks alongside the company’s inherent strengths. HSBC’s analysis suggests that Sonova’s valuation remains appealing despite the adjusted price target. These recent developments are shaping investor sentiment towards Sonova.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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