Siemens Healthineers' Upcoming Radiation Therapy Platform Launch to Drive Revenue, RBC Says

07:36 AM EDT, 09/22/2026 (MT Newswires) -- RBC Capital Markets believes the market is overlooking the financial impact of Siemens Healthineers' (SHL.F) new Varian linear accelerator platform expected to launch at the upcoming ASTRO conference starting Saturday. "We expect the new platform to deepen an integrated ecosystem no competitor can replicate, driving both incremental equipment sales and higher-margin, recurring software/service revenue," according to a Tuesday note. The research firm expects the launch to accelerate revenue growth and expand Varian's "dominant" market share, which is currently over 60%, within the broader 6 billion-euro-plus radiotherapy market. Analysts also expect the new Varian platform, alongside a newly launched angiography portfolio to drive mid-term high-single-digit growth in precision therapy. RBC rates the stock at outperform, with a price target of 45 euros.