Smith & Nephew plc (SNN) Analyst/Investor Day Transcript
Smith & Nephew plc ( SNN ) Q3 2025 Sales Call November 6, 2025 3:30 AM EST Company Participants Deepak Nath - CEO & Director John Rogers - CFO & Executive Director Conference Call Participants Jack Reynolds-Clark - RBC Capital Markets, Research Division Veronika Dubajova - Citigroup Inc., Research Division Hassan Al-Wakeel - Barclays Bank PLC, Research Division Graham Doyle - UBS Investment Bank, Research Division Kane Slutzkin - Deutsche Bank AG, Research Division Julien Dormois - Jefferies LLC, Research Division David Adlington - JPMorgan Chase & Co, Research Division Presentation Operator Good morning. Thank you for attending today's Smith & Nephew Quarter 3 2025 Trading Report.
Smith & Nephew plc maintains a 'Hold' rating due to valuation concerns and limited near-term upside despite recent operational improvements. Sequential growth across all business units and a 100 basis point trading margin expansion support management's confidence in achieving full-year guidance. Technical analysis reveals significant resistance at $38 and $40-$42, with bearish intermediate signals suggesting potential price weakness over the next 6-10 months.
Investors interested in stocks from the Medical - Products sector have probably already heard of Smith & Nephew (SNN) and Stryker (SYK). But which of these two stocks presents investors with the better value opportunity right now?
Investors with an interest in Medical - Products stocks have likely encountered both Smith & Nephew (SNN) and Stryker (SYK). But which of these two stocks is more attractive to value investors?
Smith & Nephew's interim results confirm solid progress, with revenue up 5% and strong cash flow growth, supporting my continued 'buy' rating. Dividend growth has resumed after years of stagnation, and a $500m buyback signals management's confidence in cash generation, though yield remains modest. The company's recovery is gaining traction, even if ambitious margin targets remain unmet; momentum is building across all business units and regions.
Smith & Nephew plc (NYSE:SNN ) Q2 2025 Earnings Conference Call August 5, 2025 3:30 AM ET Company Participants Deepak S. Nath - CEO & Director John Terence Rogers - CFO & Executive Director Conference Call Participants David James Adlington - JPMorgan Chase & Co, Research Division Dylan van Haaften - Stifel, Nicolaus & Company, Incorporated, Research Division Graham Doyle - UBS Investment Bank, Research Division Hassan Al-Wakeel - Barclays Bank PLC, Research Division Jack Reynolds-Clark - RBC Capital Markets, Research Division Kane Slutzkin - Deutsche Bank AG, Research Division Richard Felton - Goldman Sachs Group, Inc., Research Division Robert John Davies - Morgan Stanley, Research Division Samuel England - Joh.
Investors interested in Medical - Products stocks are likely familiar with Smith & Nephew (SNN) and Stryker (SYK). But which of these two stocks presents investors with the better value opportunity right now?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Investors interested in stocks from the Medical - Products sector have probably already heard of Smith & Nephew (SNN) and EssilorLuxottica Unsponsored ADR (ESLOY). But which of these two stocks is more attractive to value investors?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
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