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FINWIRES

Research Alert: CFRA Retains Buy Rating On Shares Of Stryker Corporation

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 $360 from $438, 21.5x our 2027 EPS forecast, below SYK's 10-year historical average of 24.5x. We maintain our 2026 EPS forecast at $14.94 and our 2027 EPS estimate at $16.71. We think that Stryker's Q1 results were significantly impacted by the late-quarter cyber incident that caused global business disruptions, leading to a miss on both revenue and earnings estimates. Despite disruptions affecting manufacturing, shipments, and revenue recognition, management maintained the full-year 2026 guidance of 8% to 9.5% Y/Y organic sales growth and adjusted EPS in the range of $14.90 to $15.10, expecting to recover most lost sales, which we find encouraging. Key catalysts for the remainder of the year include the proposed acquisition of Amplitude Vascular Systems, which has the potential to expand Stryker's cardiovascular capabilities and the creation of a new Ortho Tech business, which could streamline innovation and customer experience, in our view.

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