Today's Trend
DENTSPLY SIRONA Inc. (NASDAQ: XRAY) shares moved higher as investors weighed a mixed set of analyst estimate revisions from Zacks Research. The firm raised its FY2026 EPS forecast, but reduced several quarterly and longer-term projections, signaling limited confidence in the company’s earnings trajectory.
- Zacks Research increased its FY2026 EPS estimate to $1.50 from $1.41, above the current consensus estimate of $1.41. This is the clearest supportive factor for DENTSPLY SIRONA (XRAY) today.
- Zacks maintained estimates of $1.50 EPS for FY2027 and $1.64 EPS for FY2028 in its updated forecast set, providing some stability despite reductions to individual periods.
- The firm lowered its Q3 2026 EPS estimate to $0.31 from $0.37 and cut Q4 2026 EPS to $0.40 from $0.41. The Q3 revision is particularly notable because it represents a larger reduction in expected near-term profitability.
- Additional cuts included Q2 2027 EPS to $0.38 from $0.39, Q3 2027 EPS to $0.41 from $0.42, Q4 2027 EPS to $0.39 from $0.40, Q1 2028 EPS to $0.35 from $0.37, Q2 2028 EPS to $0.41 from $0.42, and FY2028 EPS to $1.64 from $1.65.
Investor takeaway: The higher FY2026 forecast may be helping support XRAY, but the broad pattern of quarterly and out-year downgrades points to concerns about the pace and durability of earnings growth. The revisions follow DENTSPLY SIRONA’s latest results, which included earnings above expectations but year-over-year revenue pressure.