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Berenberg cuts Siemens Healthineers target, maintains Buy rating

EditorTanya Mishra
Published 21/08/2024, 13:22
SHLG
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Siemens Healthineers AG (SHL:GR) (OTC: SEMHF) saw its price target slightly reduced by Berenberg from EUR58.20 to EUR57.80, while the firm maintained a buy rating on the stock. The adjustment followed what was described as a mixed third quarter for the company, with challenges in the Imaging division being partially balanced by a robust performance in the Diagnostics sector.

The company's Imaging division has been facing persistent pressures, which have impacted the overall quarterly performance. Despite these challenges, the Diagnostics division delivered a strong quarter, which provided some counterbalance to the issues faced by the Imaging division.

Berenberg's stance on Siemens Healthineers remains cautiously optimistic. The firm's analysis suggests that the company's valuation is still attractive. Currently trading at 20 times its projected 2025 earnings, Siemens Healthineers is viewed as favorably positioned for growth.

These factors include more favorable comparisons in China, the absence of COVID-19 testing as a headwind, and the anticipated full-year impact from the turnaround in the Diagnostics division.

Siemens Healthineers AG is a global medical technology company that specializes in diagnostic and therapeutic imaging, laboratory diagnostics, and molecular medicine.

InvestingPro Insights

Siemens Healthineers AG (SHLG) continues to navigate a complex healthcare market, with its performance reflecting a blend of headwinds and growth drivers. InvestingPro data underscores this dichotomy, with the company's market capitalization standing at $63.95 billion, signaling a robust industry presence. Despite a challenging quarter, the company's P/E ratio remains at a considerable 26.39, suggesting that investors are pricing in expectations for future earnings growth. This is further supported by the company's last twelve months revenue of $23.66 billion, indicating a stable revenue stream, although growth has been modest at 2.16%.

InvestingPro Tips reveal that analysts have recently revised their earnings forecasts downwards for the upcoming period, which may require investors to recalibrate their expectations. Additionally, the company is trading at a high P/E ratio relative to near-term earnings growth, which could signal caution for those looking at short-term performance. However, with a reputation as a prominent player in the Healthcare Equipment & Supplies industry, Siemens Healthineers may be well-positioned to leverage its market standing for long-term success.

For investors seeking a more granular analysis, InvestingPro offers additional insights, including a total of 7 InvestingPro Tips for Siemens Healthineers, available at https://www.investing.com/pro/SHLG. These tips provide a deeper dive into the company's financial health and market positioning, which can be invaluable for making informed investment decisions.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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