NVST Stock Forecast & Price Target

Envista Holdings Corp has demonstrated a positive turnaround in its sales, particularly in its Specialty Products & Technologies segment, where both Challenger (Value) Implant sales and Premium Implant revenue have returned to growth, marking increases of low single digits year-over-year in North America. Additionally, the company has reported strong performance in its Wires & Brackets sales, which experienced high single-digit growth year-over-year, benefiting from proactive inventory management ahead of anticipated price increases. Furthermore, Envista has raised its full-year 2025 core sales growth guidance to a range of 3-4% year-over-year, reflecting a more optimistic outlook based on recent performance trends and market share gains in key segments.

Envista Holdings Corp experienced a minor miss of $0.02 at the EBIT line, despite reporting top-line growth, indicating potential challenges in operational efficiency. The company maintained its FY25 EBITDA margin guidance at approximately 14%, which may signal constraints in future profitability despite an improvement in core sales growth expectations. Furthermore, significant risks such as intensified competition, a weakening macroeconomic environment, and dependence on distribution partners contribute to a negative outlook for the company's stock.