SEMHF - Carl Zeiss Meditec: An Odd Reaction To 9M 2025 Earnings
2025-09-09 07:50:33 ET
Carl Zeiss Meditec ( CZMWF ) (CZMWY), together with Siemens Healthineers ( SEMHF ) (SMMNY), are my two choices in medtech, both European, and both of what I consider high-quality and high upside. For the past year, though, the company has initially done well, only for the share price to, in conjunction with the 9M25 update, take yet another dive that saw the returns go negative from my last thesis a few months back. You can find that article here —and this particular piece will serve as an update for the company's thesis after 9M25 and going into the full fiscal year, as well as 2026-2027E....
Carl Zeiss Meditec: An Odd Reaction To 9M 2025 Earnings