Healthineers: Reviewing Q2 And Updating My Targets (Rating Upgrade)

2025-05-08 09:29:43 ET

Summary

• Siemens Healthineers reported strong Q2 '25 results, with 7% top-line growth and confirmed full-year outlook, despite challenges in China and tariffs.
• The company excels in imaging, holding a 37% market share, and its Varian acquisition boosts its radiotherapy segment, though diagnostics remain a challenge.
• Valuation is attractive at sub-€48/share, with a price target of €53/share, offering a potential upside of 14-25% annually.
• Siemens Healthineers is fundamentally safe, well-run, and currently undervalued, making it a "Buy" with a realistic upside based on earnings growth.

Dear readers/followers,

The time has come for an update on Siemens Healthineers ( SEMHF ) (SMMNY). The company reported Q2 '25 less than 10 minutes of writing this piece, and these fresh results and trends give us better visibility for the 2025 fiscal year, to try and assess where the company could go in the short term and in the longer term....

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