German medical technology company Siemens Healthineers on Wednesday reported third-quarter revenue slightly above analysts' consensus, citing strong growth in its China business after declines last year.
Siemens Healthineers AG remains a Buy with a €53/share price target, offering 15%+ annualized upside and strong fundamentals despite recent volatility. Recent results show robust revenue and margin growth, especially in Imaging and Varian, with positive trends in Asia and North America driving performance. Key risks are valuation sensitivity above €53/share and ongoing diagnostics transformation, but operational risks remain low and credit quality is high.
Siemens Healthineers reported strong Q2 '25 results, with 7% top-line growth and confirmed full-year outlook, despite challenges in China and tariffs. The company excels in imaging, holding a 37% market share, and its Varian acquisition boosts its radiotherapy segment, though diagnostics remain a challenge. Valuation is attractive at sub-€48/share, with a price target of €53/share, offering a potential upside of 14-25% annually.
The healthcare-equipment company posted a rise in net profit and revenue for its fiscal second quarter but widened its adjusted earnings per share range on increased tariff uncertainty.
German medical technology group Siemens Healthineers posted second quarter revenue slightly above market expectations on Wednesday, but brought down the lower end of its annual earnings forecast due to trade barriers and increased tariffs.
German engineering company Siemens announced late on Wednesday it launched a sale of a 2% stake in healthcare subsidiary Siemens Healthineers.
Siemens Healthineers' CEO said on Thursday that the medical-technology company had a "very positive" view on considerations by parent Siemens to reduce its stake.
German medical technology company Siemens Healthineers on Thursday reported first quarter revenue slightly above consensus, as its U.S. revenues increased by 16% while those from China declined 6% due to "continued delays in customer orders."
Kromek Group PLC said it has signed a non-exclusive deal with Siemens Healthineers that should lead it to become profitable this year and slash debt. The radiation and bio-detection detection specialist signed a set of agreements with Siemens Medical Solutions USA, known as Siemens Healthineers, for a total of $37.5 million (£30.2m) in cash, including a first instalment of $25 million to be paid this year.
Recent underperformance is likely due to below-expectations revenue, mixed margins, and lower fiscal 2025 guidance, despite strong imaging and radiation oncology performance. Imaging remains a major growth driver, as new medical interventions and screening programs drive screening demand and tools like AI become increasingly vital. Fiscal 2025 guidance was modestly disappointing, but long-term growth in imaging, oncology, and image-guided therapies supports a positive outlook.
German medical technology company Siemens Healthineers reported a full-year adjusted earnings before interest and taxes (EBIT) and revenue growth in line with analysts' consensus on Wednesday.
Siemens Healthineers is a company that I have written about a few times in the past, and I already have a bit of a position in SEMHF. My intention, before 4Q24, which is coming out in a few days, is to increase this stake. In this article, I show you why I intend to purchase more in Medtech and why I see a good upside here.