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Research Alert: CFRA Keeps Hold Rating On Shares Of Zimmer Biomet Holdings

作者

-- CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:

We lower our target price to $92 from $100, representing 10.1x our 2027 EPS estimate, a discount to ZBH's five-year average forward P/E of 15.2x. We slightly lift our 2026 EPS view to $8.55 from $8.50 to reflect the Q1 EPS beat. We lower our 2027 EPS to $9.12 from $9.18 as we anticipate some margin pressures. We maintain our Hold rating after Q1 earnings release today as we view 2026 to be a transitional year amid an important leadership change with the long-tenured CFO's departure. Zimmer Biomet reported a better-than-anticipated start to 2026, highlighting healthy end markets, yet management kept the sales guidance intact for 2026, pointing to modest 2.5%-4.5% Y/Y reported growth and 1.0%-3.0% Y/Y organic constant currency growth. ZBH also announced the departure of its CFO, Suketu Upadhyay, who will be joining Incyte as the new CFO. The company has appointed Paul Stellato, its current Controller and Chief Accounting Officer, as the interim CFO, while conducting a search for a permanent successor.

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