Straumann Added to BofA's List of '25 for 2026' Stocks; EPS Forecasts Nudged Up Ahead of FY25 Results

07:07 AM EST, 12/22/2025 (MT Newswires) -- BofA Global Research included Straumann (STMN.SW) in its list of "25 for 2026" stocks and Europe 1 list of top ideas, viewing the company as one of the best-quality assets in the medical technology sector despite lingering macro concerns among investors. "Focus for 4Q remains if good growth in developed markets (EMEA and NA) could offset the expected soft development in China ahead of next [volume-based procurement] tender. We expect similar 4Q patient flow than end of 3Q, with strong momentum in EMEA, stabilized NA and inventory destocking in China. Overall, we expect 4.4% organic growth in 4Q, -110bps below consensus," analysts said in a Dec. 19 preview note. "The main driver behind our lower estimates sits within APAC region where we forecast -10.5%decline (vs -4.7%). While it translates into -30bps organic growth vs Street for FY25 (BofAe 8.2%), we don't expect negative impact on margin as Straumann has been diligent in terms of cost cutting since tariff implementation." The research firm nudged up its EPS estimates for the Swiss dental products group to 3.08 francs and 3.54 francs from 3.07 francs and 3.53 francs for 2025 and 2026, respectively, and bumped its projected EPS for 2027 higher to 4.20 francs from 4.18 francs. "US softness may remain until 2H25, but we believe it is well-flagged. The ability to grow sales in double digits (implant innovation, diversification, and acceleration in clear aligner) should trigger some operating leverage and expand margins in the future," BofA added, reaffirming its buy rating on the stock, with a price target of 125 francs. Straumann is set to release its full-year 2025 results on Feb. 18, 2026.