Why Dentsply Sirona's Stifel Presentation Could Be the Catalyst for a Dental Tech Breakout

As Dentsply Sirona (NASDAQ: XRAY) prepares to present at the Stifel Jaws & Paws Conference on May 28, investors are primed for a potential catalyst that could unlock near-term value for this dental innovation leader. With a legacy spanning over a century and a modern focus on digital dentistry, the company’s May 28 presentation offers a critical opportunity to showcase its R&D pipeline, market dominance, and strategic vision. This could position the stock for a breakout as post-pandemic demand for advanced oral health solutions accelerates. Here’s why investors should pay close attention.

The R&D Pipeline: A Gold Mine of Innovation

Dentsply Sirona’s R&D efforts are at the heart of its growth story. The company’s DS Core ecosystem, a cloud-based platform connecting dental technologies, now boasts 42,000 unique users, 50,000 connected devices, and processes over 100,000 lab orders monthly. Key advancements include:- DS Core Diagnose: An AI-powered 3D imaging tool for patient communication, already launched in Europe and pending FDA clearance in the U.S.- Primescan 2: Upgraded with faster simulations, reduced internet requirements, and caries detection capabilities (pending U.S. regulatory approval).- Software acceleration: Quarterly updates for tools like CEREC, a stark improvement over its previous 2-year cycle, reflecting agility in meeting customer needs.

These innovations are not just incremental—they’re strategic pillars for driving margin expansion. With a doubled NPD pipeline value over the past year, the company is well-positioned to capitalize on rising demand for digital solutions in dentistry. The Stifel presentation could clarify how these technologies will be monetized, potentially lifting valuations.

Digital Leadership and Post-Pandemic Demand

The pandemic accelerated adoption of digital health tools, and Dentsply Sirona stands to benefit. Its connected technologies—like the CEREC CAD/CAM system and SureSmile orthodontics—address two key trends:1. Clinical efficiency: Dentists prioritize tools that streamline workflows and improve patient outcomes.2. Consumer demand: Patients increasingly expect personalized, tech-driven care.

The company’s Wellspect Healthcare subsidiary, which focuses on urology and continence care, also reported 8% organic sales growth in Q1 2025, underscoring its ability to diversify into adjacent healthcare niches. The Stifel event may reveal how this division will scale further, especially in markets like Asia and Europe.

Market Expansion and Operational Strength

While specifics about market expansion plans aren’t yet public, Dentsply Sirona’s track record suggests it’s poised to capitalize on global opportunities. The closure of 10 manufacturing sites since 2023 has reduced costs, freeing capital to fund R&D and geographic expansion. With 5 FDA clearances pending and a global distribution network, the company could announce new geographic targets or partnerships at the conference.

The Stifel Presentation: A Signal of Confidence

The May 28 webcast (livestream at
https://investor.dentsplysirona.com) isn’t just a routine update—it’s a strategic inflection point. By highlighting its robust R&D pipeline, operational efficiencies, and market leadership, Dentsply Sirona can reinforce its narrative as a definitive play on dental tech growth.

Investors should watch for:- FDA clearance timelines for key products like DS Core Diagnose.- Growth targets for the DS Core ecosystem and connected technologies.- Margin expansion plans, with adjusted EBITDA >19% now on the horizon.

Why Act Now?

• Catalyst-driven upside: The Stifel presentation is a rare chance to assess management’s vision firsthand.
• Undervalued stock: At current levels, XRAY trades at a discount to its peers despite its industry leadership and innovation track record.
• Macro tailwinds: Rising consumer spending on healthcare and aging populations will drive demand for oral care solutions.

Final Take

Dentsply Sirona is at a pivotal moment. Its May 28 presentation could crystallize investor sentiment around its digital leadership, operational discipline, and growth pipeline. With the company’s stock historically underappreciated for its tech assets, the Stifel event is a buy signal for those seeking exposure to the dental tech boom. Don’t miss this chance to position ahead of what could be a transformative catalyst.

Watch the live webcast here:
Dentsply Sirona Investor Relations