Zepp Health Corporation (ZEPP) Q1 2026 Earnings Call Transcript
Zepp Health Corporation (ZEPP) Q1 2026 Earnings Call Transcript
Zepp Health Q1 Earnings Call Highlights
Zepp Health NYSE: ZEPP reported a stronger start to 2026, with management pointing to new Amazfit product launches, a higher-end product mix and expanding positioning in hybrid training as the main drivers of first-quarter growth.
Zepp Health Corporation (ZEPP) Q4 2025 Earnings Call Transcript
Zepp Health Corporation (ZEPP) Q4 2025 Earnings Call Transcript
Zepp Health: Surprise Turnaround Into A Potential Household Player
Zepp Health receives a buy rating with a 1-year price target of $21.2, implying 22% upside from $18. Zepp Health posted 78.5% YoY revenue growth in Q3, driven by a shift to own-branded Amazfit products and improved operational efficiencies. Operating breakeven and narrowing net loss signal more sustainable earnings, while a share repurchase program highlights confidence in liquidity.
Zepp Health: A Phenomenal Growth Story To Buy The Dip In
Shares of Zepp have corrected ~50% from recent peaks after a sharp YTD spike, providing a near-term buying opportunity. I'm upgrading ZEPP to a 'Buy' rating after a sharp acceleration in Q3 sales to 78% y/y growth, driven by a successful launch of the company's latest T-Rex Pro 3. Q3 sales were held back by a September typhoon and supply constraints on the Helio fitness tracking, pushing out more sales to Q4.
Zepp Health: Understanding The Fall To The Future Rise
Zepp Health's aggressive transition to its own Amazfit brand is finally showing revenue growth and margin improvement, signaling a successful strategic shift. I see strong long-term potential as the company leverages health-focused wearables, AI-driven software, and a large installed user base for future monetization. Despite ongoing net losses, my projections show a clear path to profitability by 2026, with disciplined cost control and expanding gross margins.
Zepp Health Corporation (ZEPP) Q2 2025 Earnings Call Transcript
Zepp Health Corporation (NYSE:ZEPP ) Q2 2025 Earnings Conference Call August 3, 2025 9:30 PM ET Company Participants Grace Yujia Zhang - Director of Investor Relations Leon Cheng Deng - Chief Financial Officer Wang Huang - Founder, Chairman & CEO Conference Call Participants Dylan Chu - Point72 Hong Kong Siddharth Rajeev - Fundamental Research Corp. Operator Hello, ladies and gentlemen, thank you for standing by for Zepp Health Corporation's Second Quarter 2025 Earnings Conference Call. [Operator Instructions] Today's conference call is being recorded.
Zepp Health Corporation (ZEPP) Q1 2025 Earnings Call Transcript
Zepp Health Corporation (NYSE:ZEPP ) Q1 2025 Earnings Conference Call May 19, 2025 9:00 PM ET Company Participants Grace Zhang - Director of Investor Relations Wayne Wang Huang - Chief Executive Officer Leon Cheng Deng - Chief Financial Officer Conference Call Participants Siddharth Rajeev - Fundamental Research Corp. Operator Hello, ladies and gentlemen. Thank you for standing by for Zepp Health Corporation's First Quarter 2025 Earnings Conference Call.
Zepp Health Corporation (ZEPP) Q4 2024 Earnings Call Transcript
Zepp Health Corporation (NYSE:ZEPP ) Q4 2024 Results Conference Call March 26, 2025 7:00 PM ET Company Participants Grace Zhang - Director of Investor Relations Wayne Wang Huang - Chairman & Chief Executive Officer Leon Cheng Deng - Chief Financial Officer Mike Yan Yeung - COO & Director Conference Call Participants Siddharth Rajeev - Fundamental Research Corp Nicolas Jones - Brooks Investment Operator Hello, ladies and gentlemen. Thank you for standing by for Zepp Health Corporation's Fourth Quarter and Full Year 2024 Earnings Conference Call.
Zepp Health Corporation (ZEPP) Q3 2024 Earnings Call Transcript
Zepp Health Corporation (NYSE:ZEPP ) Q3 2024 Results Conference Call November 18, 2024 8:30 PM ET Company Participants Grace Zhang - Director of Investor Relations Wayne Wang Huang - Chairman and Chief Executive Officer Leon Cheng Deng - Chief Financial Officer Conference Call Participants Sid Rajeev - Fundamental Research Corp Nicolas Jones - Brooks Investment Operator Hello, ladies and gentlemen. Thank you for standing by for Zepp Health Corporation's Third Quarter 2024 Earnings Conference Call.
Zepp Health Corporation (ZEPP) Q2 2024 Earnings Call Transcript
Zepp Health Corporation (NYSE:ZEPP ) Q2 2024 Results Earnings Conference Call August 22, 2024 9:30 PM ET Executives Grace Zhang - Director of Investor Relations Wayne Wang Huang - Chairman and Chief Executive Officer Leon Deng - Chief Financial Officer Analysts Sid Rajeev - Fundamental Resource Corp Operator Hello, ladies and gentlemen. Thank you for standing by for Zepp Health Corporation's Second Quarter 2024 Earnings Conference Call.
Zepp Health Corporation (ZEPP) Q1 2024 Earnings Call Transcript
Zepp Health Corporation (NYSE:ZEPP ) Q1 2024 Results Conference Call May 20, 2024 7:00 PM ET Company Participants Grace Zhang - Director of IR Wang Huang - Chairman of Board of Directors and CEO Leon Deng - CFO Conference Call Participants Sid Rajeev - Fundamental Resource Corp Operator Hello, ladies and gentlemen. Thank you for standing by for Zepp Health Corporation's First Quarter 2024 Earnings Conference Call.
