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Asia Markets

Swiss Market Index Shrugs Off Cloudy Economic Outlook to Close Higher

The Swiss Market Index closed 0.39% higher on Wednesday as investors took stock of the latest corporate and economic data prints while awaiting the US Federal Reserve's monetary policy decision.The Fed is widely expected to hold its key interest rate steady in the 3.5% to 3.75% range later today.Closer to home, the annual inflation rate in the euro area edged up to 3.2% in May from 3% in April, final data from Eurostat showed. In the UK, the annual inflation rate stood at 2.8% in May, unchanged from the previous month.Back in Switzerland, the KOF Swiss Economic Institute lowered its real gross domestic product sport-adjusted growth forecast for the country to 0.8% in 2026 from the previous 1% projection. In 2027, GDP is now expected to expand by 1.5%, down from the prior 1.7% forecast."The war waged by the United States and Israel against Iran, and the resulting higher oil prices, are weighing more heavily on the economic outlook than assumed in the previous forecast," according to the KOF. "The baseline forecast assumes a relatively timely settlement of the Iran war. A continuation and renewed escalation of the conflict represent downside risks. In addition, trade and geopolitical risks remain elevated, including possible additional US tariffs against Switzerland as well as potential shifts in investment by Swiss companies to the United States."Over to corporates, Straumann Holding (STMN.SW) shares closed the session 10.80% higher as it lifted its 2026 financial guidance, now anticipating profitability to be "significantly" above its previously issued outlook. The Swiss dental products group expects its core EBIT margin expansion of between 140 basis points and 170 basis points at constant 2025 exchange rates, against its prior forecast of 30 basis points to 60 basis points. Organic revenue growth for 2026 is still projected to be in the high single digits."Strong execution across our franchises, combined with significant operational leverage driven by manufacturing efficiencies on the one hand and disciplined resource management on the other while continuing to progress on our strategic priorities, contributed to stronger-than-expected profitability," said Chief Executive Officer Guillaume Daniellot. "With the visibility we have today, we are confident in raising our profitability outlook for 2026."In other news, G7 countries expressed their support for "a robust and comprehensive diplomatic follow-on agreement" to the memorandum of understanding reached by the US and Iran.

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Straumann Shares Soar 9% on 2026 Guidance Upgrade
US Markets

Straumann Shares Soar 9% on 2026 Guidance Upgrade

Straumann Holding (STMN.SW) on Wednesday guided 2026 profitability to be "significantly" above its previous outlook, underpinned by continued operational improvements, a favorable geographical mix, and lower-than-expected tariffs.The dental products company now projects core EBIT margin expansion in the range of 140 basis points to 170 basis points at constant 2025 exchange rates, up from its previous forecast of 30 basis points to 60 basis points issued in February 2026. The improvement is expected to be split uniformly between the first and second half of 2026.Shares of the Swiss dental implants maker zoomed up over 9% in midmorning trade.At the midpoint, the new guidance points to a 155-basis-point constant currency jump, ahead of the sell-side consensus expectations of a 50-basis-point rise, according to a Bernstein report. "An upgrade was not entirely unexpected given progress on internal execution, delayed [volume-based procurement policy in China], and a reduction in tariffs as we highlighted in our note following Q1 results in April. However, the magnitude of the revision is clearly positive," analysts wrote.At the same time, Straumann affirmed its high single-digit organic revenue growth outlook for the 12 months ending Dec. 31, ahead of the release of first-half results on Aug. 19.Regionally, the tooth replacement and orthodontic services company reported an increase in profitability from China, driven by the Shanghai campus ramp-up and lower local-for-local production costs. Straumann also noted the delayed rollout of VBP 2.0, a gradual normalization in patient flow and distributor demand, and expected non-core related tariff-refunds of up to 17 million francs."Strong execution across our franchises, combined with significant operational leverage driven by manufacturing efficiencies on the one hand and disciplined resource management on the other while continuing to progress on our strategic priorities, contributed to stronger-than-expected profitability," Chief Executive Officer Guillaume Daniellot said.

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Research

BNP Paribas Lifts Straumann PT, Maintains Outperform Rating

BNP Paribas on Friday raised the price target for dental products company Straumann Holding (STMN.SW) to 113 francs from 107 francs, while maintaining an outperform rating.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)

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