Jefferies lowers Dentsply Sirona stock price target to $15 on tariff concerns

Published 07/08/2025, 22:42
Jefferies lowers Dentsply Sirona stock price target to $15 on tariff concerns

Investing.com - Jefferies has reduced its price target on DENTSPLY SIRONA (NASDAQ:XRAY) to $15.00 from $17.00 while maintaining a Hold rating on the dental equipment manufacturer’s stock. The company’s shares, currently trading at $13.23, have declined over 42% in the past year. According to InvestingPro analysis, the stock appears undervalued based on its Fair Value metrics.

The firm noted that DENTSPLY SIRONA’s second-quarter sales and earnings per share were consistent with preliminary results and slightly exceeded prior consensus estimates, despite the company reporting soft patient and procedure volumes.

DENTSPLY SIRONA’s new CEO did not provide major strategic updates during the earnings call, indicating he is still assessing the company’s position in the market.

The company maintained its full-year 2025 guidance despite increasing its gross tariff cost estimates to $80 million from the previous estimate of $50 million.

Jefferies expects DENTSPLY SIRONA’s third-quarter sales, EBITDA margin, and earnings per share to decline quarter-over-quarter due to seasonality and higher tariff costs.

In other recent news, Dentsply Sirona reported its second-quarter earnings for 2025, exceeding both earnings per share (EPS) and revenue forecasts. The company’s EPS was $0.52, slightly above the anticipated $0.50, indicating a 7% growth compared to the previous year. Revenue reached $936 million, surpassing the forecast of $933.63 million, although it represented a 5% decline from the prior year. Despite the decrease in revenue, the earnings announcement led to a notable pre-market stock increase. These developments highlight the company’s recent financial performance, which has drawn attention from investors. Analysts continue to monitor Dentsply Sirona’s progress closely following these results.

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