2026 Q3 - tulosraportti
16 päivää sitten
‧1 t 0 min
0,88 USD/osake
Viimeisin osinko
1,13%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä |
|---|---|---|
| - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 - tulosraportti 28.1.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 29.10. | ||
2026 Q2 - tulosraportti 30.7. | ||
Vuosittainen yhtiökokous 2026 6.5. | ||
2026 Q1 - tulosraportti 30.4. | ||
2025 Q4 - tulosraportti 29.1. |
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
·30.10.Downgrading full-year growth to at most 7 percent compared to previously at least 8.3. That is of course a downgrade and the stock will probably fall because of that. Q3 growth was 7.6 and there are good prospects for Q4 and for 2027. Therefore the downgrade looks a bit strange, but growth of 7-9 percent would be fine (great) and the downgrade to at most 7 percent seems to be on the basis of a weak Q2, where Q3 should have been even stronger to keep the full year up. And therefore the downgrade is not that strange. We must still expect a strong Q4, as announced. If the full year ends below 6.3 then I will also be disappointed, but we are only in Q3 and they have a lot of good projects and acquisitions going on in my opinion. So the next financial reports will also be exciting. Fine company that I look forward to owning for the next many years. Adjusted earnings were different from the analysts' estimates by the second decimal, but the market reacts brutally. Then you have to consider what to do at opening.
And I can well understand that you are wondering about the downward adjustment for the full year. And I cannot possibly know whether what I am saying is correct. But ever since the hacker attack, SYK management and Kevin Lobo have maintained their full-year guidance. By April, everything would be under control again. This turned out not to hold true at all. Every single time Lobo has commented on the hacker attack, he has maintained the full-year guidance. And now they have finally faced the fact that this is probably not quite right. Whether the hacker attack is to blame for this, I do not know. But add to that the fact that SYK is now getting a new CEO. Not because Kevin Lobo has done poorly. He is staying within the group in a still large and powerful position. But could it be imagined that the board of directors has drawn a line in the sand, and said that now we must have fresh energy in this position. The communication has been too poor, that can be seen. I also thought that the market reaction yesterday was positive. It did not turn into a double-digit slap in the face. The market is preparing for 2027 in a positive way.- ·11.9.I assume a consensus price before the drop around 300 usd (300-330usd). I assess the drop in the stock is due to announcements about problems in neurovascular products and joint prostheses. Neurovascular products constitute about 6-10 percent according to my estimate of revenue, but joint prostheses account for approximately 40 percent, if one looks at their division into two large product lines. The drop of about 10 percent in the stock looks a bit drastic and corresponds to all neurovascular products disappearing. They also report problems into Q4, which shareholders are acting upon. They have recalled products which expire April 10, 2027 (according to Lægemiddelstyrelsen's list). But I understand that it was due to battery life on certain devices, but which is also problematic, now that they are being recalled. Problems in joint prostheses are unknown to me, but I expect it is a minor part. However, they have seen slightly less revenue in the summer, which they expect to return. The reason is unknown, as I understand. I would have liked to hear that it was only in neurovascular, because then the drop, in my assessment, would have been an overreaction. Now it remains unknown. Exciting to follow. I will probably add more if it falls much more. I already own the stock. Have considered ZBH as a backup position in the sector, but its growth story and revenue are just status quo and uninteresting.It must look attractive by now. They haven't lowered their financial expectations further, have they? And if they even report growth for the entire year. If it maintains its price until the next financial report, then one can read if they have continued growth. If that's the case, it should be a no-brainer😁
·2.9.Stryker has entered into an agreement to acquire ZuriMED, which has FiberLocker technology for rotator cuff repair. The area is a fast-growing segment within sports medicine, and the acquisition expands Stryker's shoulder-platform. The purchase price has not been disclosed, so I am not changing the fair value based on that, but strategically it fits very well with Stryker's historical model: small bolt-on acquisitions of specialized medtech, which can be scaled through Stryker's existing distribution.- ·31.8.New agreement in India. Stryker has announced a collaboration with IAGE on fluorescence-guided surgery in gynecology in India. Strategically good and supports international growth, but economically too small to change my assessment of the stock.
- ·27.7.Stryker is one of the world's leading MedTech companies with market-leading positions in orthopedics, robotic surgery (Mako), surgical instruments, neurotechnology, and hospital equipment. The company has a strong economic moat (moat) through high switching costs, technological leadership, and long-standing customer relationships with hospitals worldwide. Key figures ROIC: Historically approx. 20-25 %, which indicates very efficient capital allocation. ROCE: Typically 20-25 %, among the highest in the global MedTech sector. EPS: Management guides to 14,90-15,10 USD in 2026, corresponding to approximately 8 % growth, and I expect long-term EPS growth of 9-10 % annually, supported by innovation and increasing procedure volume. Buybacks: Limited but stable share buybacks, which typically reduce the share count by around 0,5-1 % per year. Capital is prioritized first for innovation and strategic acquisitions. Dividend: Dividend yield around 1 %, but the dividend typically grows 10-12 % per year, which reflects the company's focus on growth. Expected annual return If Stryker continues to deliver as expected, I estimate a realistic long-term return of: EPS growth: 9-10 % Buybacks: 0,5-1 % Dividend: approx. 1 % Possible valuation expansion: 2-3 % This gives an expected total return of around 12-15 % per year over a longer period, provided that the business continues to develop as it has so far.Hmmm both are fine. The most important thing is EPS growth, after all. And their MOAT
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q3 - tulosraportti
16 päivää sitten
‧1 t 0 min
0,88 USD/osake
Viimeisin osinko
1,13%Tuotto/v
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·30.10.Downgrading full-year growth to at most 7 percent compared to previously at least 8.3. That is of course a downgrade and the stock will probably fall because of that. Q3 growth was 7.6 and there are good prospects for Q4 and for 2027. Therefore the downgrade looks a bit strange, but growth of 7-9 percent would be fine (great) and the downgrade to at most 7 percent seems to be on the basis of a weak Q2, where Q3 should have been even stronger to keep the full year up. And therefore the downgrade is not that strange. We must still expect a strong Q4, as announced. If the full year ends below 6.3 then I will also be disappointed, but we are only in Q3 and they have a lot of good projects and acquisitions going on in my opinion. So the next financial reports will also be exciting. Fine company that I look forward to owning for the next many years. Adjusted earnings were different from the analysts' estimates by the second decimal, but the market reacts brutally. Then you have to consider what to do at opening.And I can well understand that you are wondering about the downward adjustment for the full year. And I cannot possibly know whether what I am saying is correct. But ever since the hacker attack, SYK management and Kevin Lobo have maintained their full-year guidance. By April, everything would be under control again. This turned out not to hold true at all. Every single time Lobo has commented on the hacker attack, he has maintained the full-year guidance. And now they have finally faced the fact that this is probably not quite right. Whether the hacker attack is to blame for this, I do not know. But add to that the fact that SYK is now getting a new CEO. Not because Kevin Lobo has done poorly. He is staying within the group in a still large and powerful position. But could it be imagined that the board of directors has drawn a line in the sand, and said that now we must have fresh energy in this position. The communication has been too poor, that can be seen. I also thought that the market reaction yesterday was positive. It did not turn into a double-digit slap in the face. The market is preparing for 2027 in a positive way.
- ·11.9.I assume a consensus price before the drop around 300 usd (300-330usd). I assess the drop in the stock is due to announcements about problems in neurovascular products and joint prostheses. Neurovascular products constitute about 6-10 percent according to my estimate of revenue, but joint prostheses account for approximately 40 percent, if one looks at their division into two large product lines. The drop of about 10 percent in the stock looks a bit drastic and corresponds to all neurovascular products disappearing. They also report problems into Q4, which shareholders are acting upon. They have recalled products which expire April 10, 2027 (according to Lægemiddelstyrelsen's list). But I understand that it was due to battery life on certain devices, but which is also problematic, now that they are being recalled. Problems in joint prostheses are unknown to me, but I expect it is a minor part. However, they have seen slightly less revenue in the summer, which they expect to return. The reason is unknown, as I understand. I would have liked to hear that it was only in neurovascular, because then the drop, in my assessment, would have been an overreaction. Now it remains unknown. Exciting to follow. I will probably add more if it falls much more. I already own the stock. Have considered ZBH as a backup position in the sector, but its growth story and revenue are just status quo and uninteresting.It must look attractive by now. They haven't lowered their financial expectations further, have they? And if they even report growth for the entire year. If it maintains its price until the next financial report, then one can read if they have continued growth. If that's the case, it should be a no-brainer😁
- ·2.9.Stryker has entered into an agreement to acquire ZuriMED, which has FiberLocker technology for rotator cuff repair. The area is a fast-growing segment within sports medicine, and the acquisition expands Stryker's shoulder-platform. The purchase price has not been disclosed, so I am not changing the fair value based on that, but strategically it fits very well with Stryker's historical model: small bolt-on acquisitions of specialized medtech, which can be scaled through Stryker's existing distribution.
- ·31.8.New agreement in India. Stryker has announced a collaboration with IAGE on fluorescence-guided surgery in gynecology in India. Strategically good and supports international growth, but economically too small to change my assessment of the stock.
- ·27.7.Stryker is one of the world's leading MedTech companies with market-leading positions in orthopedics, robotic surgery (Mako), surgical instruments, neurotechnology, and hospital equipment. The company has a strong economic moat (moat) through high switching costs, technological leadership, and long-standing customer relationships with hospitals worldwide. Key figures ROIC: Historically approx. 20-25 %, which indicates very efficient capital allocation. ROCE: Typically 20-25 %, among the highest in the global MedTech sector. EPS: Management guides to 14,90-15,10 USD in 2026, corresponding to approximately 8 % growth, and I expect long-term EPS growth of 9-10 % annually, supported by innovation and increasing procedure volume. Buybacks: Limited but stable share buybacks, which typically reduce the share count by around 0,5-1 % per year. Capital is prioritized first for innovation and strategic acquisitions. Dividend: Dividend yield around 1 %, but the dividend typically grows 10-12 % per year, which reflects the company's focus on growth. Expected annual return If Stryker continues to deliver as expected, I estimate a realistic long-term return of: EPS growth: 9-10 % Buybacks: 0,5-1 % Dividend: approx. 1 % Possible valuation expansion: 2-3 % This gives an expected total return of around 12-15 % per year over a longer period, provided that the business continues to develop as it has so far.Hmmm both are fine. The most important thing is EPS growth, after all. And their MOAT
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä |
|---|---|---|
| - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 - tulosraportti 28.1.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 29.10. | ||
2026 Q2 - tulosraportti 30.7. | ||
Vuosittainen yhtiökokous 2026 6.5. | ||
2026 Q1 - tulosraportti 30.4. | ||
2025 Q4 - tulosraportti 29.1. |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q3 - tulosraportti
16 päivää sitten
‧1 t 0 min
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 - tulosraportti 28.1.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 29.10. | ||
2026 Q2 - tulosraportti 30.7. | ||
Vuosittainen yhtiökokous 2026 6.5. | ||
2026 Q1 - tulosraportti 30.4. | ||
2025 Q4 - tulosraportti 29.1. |
Tuotteita joiden kohde-etuutena tämä arvopaperi
0,88 USD/osake
Viimeisin osinko
1,13%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·30.10.Downgrading full-year growth to at most 7 percent compared to previously at least 8.3. That is of course a downgrade and the stock will probably fall because of that. Q3 growth was 7.6 and there are good prospects for Q4 and for 2027. Therefore the downgrade looks a bit strange, but growth of 7-9 percent would be fine (great) and the downgrade to at most 7 percent seems to be on the basis of a weak Q2, where Q3 should have been even stronger to keep the full year up. And therefore the downgrade is not that strange. We must still expect a strong Q4, as announced. If the full year ends below 6.3 then I will also be disappointed, but we are only in Q3 and they have a lot of good projects and acquisitions going on in my opinion. So the next financial reports will also be exciting. Fine company that I look forward to owning for the next many years. Adjusted earnings were different from the analysts' estimates by the second decimal, but the market reacts brutally. Then you have to consider what to do at opening.And I can well understand that you are wondering about the downward adjustment for the full year. And I cannot possibly know whether what I am saying is correct. But ever since the hacker attack, SYK management and Kevin Lobo have maintained their full-year guidance. By April, everything would be under control again. This turned out not to hold true at all. Every single time Lobo has commented on the hacker attack, he has maintained the full-year guidance. And now they have finally faced the fact that this is probably not quite right. Whether the hacker attack is to blame for this, I do not know. But add to that the fact that SYK is now getting a new CEO. Not because Kevin Lobo has done poorly. He is staying within the group in a still large and powerful position. But could it be imagined that the board of directors has drawn a line in the sand, and said that now we must have fresh energy in this position. The communication has been too poor, that can be seen. I also thought that the market reaction yesterday was positive. It did not turn into a double-digit slap in the face. The market is preparing for 2027 in a positive way.
- ·11.9.I assume a consensus price before the drop around 300 usd (300-330usd). I assess the drop in the stock is due to announcements about problems in neurovascular products and joint prostheses. Neurovascular products constitute about 6-10 percent according to my estimate of revenue, but joint prostheses account for approximately 40 percent, if one looks at their division into two large product lines. The drop of about 10 percent in the stock looks a bit drastic and corresponds to all neurovascular products disappearing. They also report problems into Q4, which shareholders are acting upon. They have recalled products which expire April 10, 2027 (according to Lægemiddelstyrelsen's list). But I understand that it was due to battery life on certain devices, but which is also problematic, now that they are being recalled. Problems in joint prostheses are unknown to me, but I expect it is a minor part. However, they have seen slightly less revenue in the summer, which they expect to return. The reason is unknown, as I understand. I would have liked to hear that it was only in neurovascular, because then the drop, in my assessment, would have been an overreaction. Now it remains unknown. Exciting to follow. I will probably add more if it falls much more. I already own the stock. Have considered ZBH as a backup position in the sector, but its growth story and revenue are just status quo and uninteresting.It must look attractive by now. They haven't lowered their financial expectations further, have they? And if they even report growth for the entire year. If it maintains its price until the next financial report, then one can read if they have continued growth. If that's the case, it should be a no-brainer😁
- ·2.9.Stryker has entered into an agreement to acquire ZuriMED, which has FiberLocker technology for rotator cuff repair. The area is a fast-growing segment within sports medicine, and the acquisition expands Stryker's shoulder-platform. The purchase price has not been disclosed, so I am not changing the fair value based on that, but strategically it fits very well with Stryker's historical model: small bolt-on acquisitions of specialized medtech, which can be scaled through Stryker's existing distribution.
- ·31.8.New agreement in India. Stryker has announced a collaboration with IAGE on fluorescence-guided surgery in gynecology in India. Strategically good and supports international growth, but economically too small to change my assessment of the stock.
- ·27.7.Stryker is one of the world's leading MedTech companies with market-leading positions in orthopedics, robotic surgery (Mako), surgical instruments, neurotechnology, and hospital equipment. The company has a strong economic moat (moat) through high switching costs, technological leadership, and long-standing customer relationships with hospitals worldwide. Key figures ROIC: Historically approx. 20-25 %, which indicates very efficient capital allocation. ROCE: Typically 20-25 %, among the highest in the global MedTech sector. EPS: Management guides to 14,90-15,10 USD in 2026, corresponding to approximately 8 % growth, and I expect long-term EPS growth of 9-10 % annually, supported by innovation and increasing procedure volume. Buybacks: Limited but stable share buybacks, which typically reduce the share count by around 0,5-1 % per year. Capital is prioritized first for innovation and strategic acquisitions. Dividend: Dividend yield around 1 %, but the dividend typically grows 10-12 % per year, which reflects the company's focus on growth. Expected annual return If Stryker continues to deliver as expected, I estimate a realistic long-term return of: EPS growth: 9-10 % Buybacks: 0,5-1 % Dividend: approx. 1 % Possible valuation expansion: 2-3 % This gives an expected total return of around 12-15 % per year over a longer period, provided that the business continues to develop as it has so far.Hmmm both are fine. The most important thing is EPS growth, after all. And their MOAT
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä |
|---|---|---|
| - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt