DENTSPLY SIRONA, Replimune Group, and Enovis Analysts Maintain Neutral Ratings

Analysts at Bloomberg have weighed in on DENTSPLY SIRONA, Replimune Group, and Enovis with neutral ratings. DENTSPLY SIRONA has a Hold rating with a price target of $14.00, while Replimune Group has a Hold rating with a $4.14 average price target. Enovis has a Strong Buy rating with a price target of $49.44.

Dentsply Sirona Inc. (NASDAQ: XRAY) reported its second-quarter 2025 earnings on July 1, 2025, with adjusted earnings per share (EPS) of 52 cents, beating the analyst consensus estimate of 50 cents. The company's quarterly sales totaled $936 million, down 4.9% year over year, which outpaced the Street's view of $931.349 million. The Connected Technology Solutions unit saw a 5.9% decrease in constant currency sales, while Essential Dental Solutions increased by 1.1%. Orthodontic and Implant Solutions declined by 19.4%, and Wellspect Healthcare sales fell by 2.5% [1].

United States sales fell 18.3% at constant currency, Europe sales slipped 0.4%, and rest-of-world sales rose 0.5%. Quarterly gross profit decreased 4% year over year to $490 million, while gross margin expanded to 52.4% from 51.9%. Adjusted gross margin soared to 55.9%, compared to 55.3% in the year-ago period. Adjusted EBITDA increased 14.6% to $197 million, and adjusted EBITDA margin climbed to 21.1% from 17.5% a year ago. Operating cash flow in the second quarter was $48 million, compared to $208 million in the second quarter of 2024. The company declared a quarterly cash dividend of 16 cents per share, payable on October 10 [1].

Dentsply Sirona reaffirmed its fiscal 2025 adjusted EPS guidance at $1.80–$2.00 per share, compared with the consensus estimate of $1.90. The company also upheld its 2025 sales outlook at $3.60–$3.70 billion, compared with the analyst consensus of $3.651 billion. XRAY shares are trading lower by 3.33% to $13.22 at last check Thursday [1].

On the earnings call, new CEO Daniel T. Scavilla emphasized a focus on organizational stability and execution. He highlighted immediate priorities including customer focus, strategic investments in the field team, and innovation. The company expects a slight sequential decline in sales and adjusted EBITDA margin for the third quarter due to normal seasonality and tariff-related costs [2].

Analysts at Bloomberg have weighed in on Dentsply Sirona with a Hold rating and a price target of $14.00. The company's shares are trading lower by 3.33% to $13.22, reflecting the market's reaction to the earnings report and the company's outlook [3].

References:
[1] https://finance.yahoo.com/news/dentsply-sirona-maintains-outlook-despite-181541334.html
[2] https://seekingalpha.com/news/4482580-dentsply-sirona-outlines-80m-annualized-tariff-headwind-maintains-full-year-outlook-as-new
[3] https://www.marketbeat.com/stocks/NASDAQ/REPL/news/