seekingalpha.com
Carl Zeiss Meditec AG (CZMWY) Q1 2026 Earnings Call Transcript
Carl Zeiss Meditec AG (CZMWY) Q1 2026 Earnings Call Transcript
CZMWYCZMWYOTC
Loading
Latest News
Loading news...
seekingalpha.com
Carl Zeiss Meditec: Why This Company Is A Good Choice For 2026
Carl Zeiss Meditec is rated a 'Strong Buy' with higher share price target, reflecting significant undervaluation and robust fundamentals. The company achieved over €2.2B in revenue (+7.5% YoY), strong order backlog, and over 50% recurring revenue, enhancing earnings stability. Despite Chinese market headwinds and low yield (1.3%), the company's vertical integration, innovation, and market leadership support a premium valuation.
seekingalpha.com
Carl Zeiss Meditec AG (CZMWY) Q4 2025 Earnings Call Transcript
Carl Zeiss Meditec AG (CZMWY) Q4 2025 Earnings Call Transcript
seekingalpha.com
Carl Zeiss Meditec AG (CZMWY) Discusses CEO Transition and Management Continuity Strategy Following Code of Conduct Investigation Transcript
Carl Zeiss Meditec AG (CZMWY) Discusses CEO Transition and Management Continuity Strategy Following Code of Conduct Investigation Transcript
seekingalpha.com
Carl Zeiss: The Results After 6M25 Are Encouraging For 2025-2027E
Carl Zeiss Meditec remains a high-quality medtech leader with strong moats in ophthalmic and microsurgery, despite recent margin pressures and Chinese market headwinds. Recent 6M25 results show encouraging top-line growth and robust order intake, with recovery underway and product launches expected to boost second-half performance. Valuation remains compelling, with a €110/share target and potential for 16-25% annualized returns, supported by premiumization and recurring revenue growth.
seekingalpha.com
Carl Zeiss Meditec AG (CZMWF) Q2 2025 Earnings Call Transcript
Carl Zeiss Meditec AG (OTCPK:CZMWF) Q2 2025 Earnings Conference Call May 13, 2025 4:30 AM ET Company Participants Sebastian Frericks - Director of Investor Relations Markus Weber - President and Chief Executive Officer Justus Wehmer - Chief Financial Officer Maximilian Foerst - Incoming Chief Executive Officer Conference Call Participants Jack Reynolds-Clark - RBC Capital Markets Oliver Reinberg - Kepler Cheuvreux Falko Friedrichs - Deutsche Bank Samuel England - Joh. Berenberg, Gossler & Co. Graham Doyle - UBS Dylan van Haaften - Stifel Anchal Verma - JPMorgan Sezgi Oezener - HSBC Richard Felton - Goldman Sachs Susannah Ludwig - Sanford C.
seekingalpha.com
Carl Zeiss Meditec: Recovery Seems Clear Enough
Carl Zeiss Meditec remains a "Buy" despite tariff concerns, with a revised price target of €110/share, reflecting geopolitical uncertainties and potential impacts on US-based revenues. The company shows solid recovery signs, especially in China/US, with strong growth in equipment and consumables, but faces competitive pressures and tariff risks. Long-term investment potential remains attractive, with expected annualized returns of 16-25% until 2027, though short-term volatility is anticipated due to geopolitical factors.
seekingalpha.com
Carl Zeiss: Why I Am So Positive
Carl Zeiss Meditec is a high-quality MedTech company with a strong market position, low debt, and significant long-term upside potential despite current macroeconomic challenges. The company's fundamentals remain robust, with impressive free cash flow, rising shareholder equity, and a history of maintaining high margins and recurring sales. At sub-€60/share, Carl Zeiss Meditec offers an attractive buy opportunity, with forecasts indicating a significant recovery and upside between 2025 and 2028.
seekingalpha.com
My 3 Favorite European Stocks To Diversify Your Portfolio
Here is an emphasis on the importance of diversification in US-based investment portfolios to mitigate risks and enhance returns. The recommendation is to focus on sectors with strong growth potential, such as technology, defense, and media. These picks have solid financial performance and favorable market conditions as key factors for the positive outlook.
seekingalpha.com
Carl Zeiss: Significant Underperformance, Valuation At Multi-Year Lows
Carl Zeiss Meditec has seen a 30%+ decline due to earnings and margin drops, but remains a strong market leader with significant long-term upside. Despite current underperformance, the company's strategic R&D investments and growing recurring revenue position it well for future recovery and growth. The company's valuation has dipped, but I believe it offers a compelling long-term upside, with potential annualized returns of 15-30%.
seekingalpha.com
Carl Zeiss Meditec AG (CZMWF) Q3 2024 Earnings Call Transcript
Carl Zeiss Meditec AG (OTCPK:CZMWF) Q3 2024 Results Conference Call August 6, 2024 4:30 AM ET Company Participants Sebastian Frericks - Director of Investor Relations Markus Weber - CEO & Chairman of Management Board Justus Wehmer - CFO & Member of the Management Board Conference Call Participants Oliver Reinberg - Kepler Cheuvreux Graham Doyle - UBS Dylan van Haaften - Stifel Sam England - Berenberg Falko Friedrichs - Deutsche Bank Jack Reynolds-Clark - RBC Capital Markets Davide Marchesin - Equita Oliver Metzger - ODDO BHF Alexander Galitsa - Hauck Anchal Verma - JPMorgan Richard Felton - Goldman Sachs Operator Good morning, ladies and gentlemen, and welcome to the Carl Zeiss Meditec AG Analyst Conference 9M 2023/'24 Results. [Operator Instructions].
seekingalpha.com
Carl Zeiss Meditec: Slightly Better Valuation, Still A Significant Upside
Carl Zeiss Meditec has underperformed in the medtech field, but its long-term appeal remains intact. The company reported a decline in revenue and margins in the first half of 2023/2024, mainly due to challenges in the Chinese market. Despite near-term challenges, the company's future prospects are supported by an aging population, increasing demand for eye care and surgery, and access to healthcare in emerging markets.
seekingalpha.com
Carl Zeiss Meditec AG (CZMWF) Q2 2024 Earnings Call Transcript
Carl Zeiss Meditec AG (OTCPK:CZMWF) Q2 2024 Earnings Conference Call May 8, 2024 4:30 AM ET Company Participants Sebastian Frericks - Head, IR Markus Weber - CEO Justus Wehmer - CFO Conference Call Participants Oliver Reinberg - Kepler Cheuvreux Oliver Metzger - ODDO BHF Graham Doyle - UBS Falko Friedrichs - Deutsche Bank Sezgi Oezener - HSBC Ed Hall - Stifel Alexander Galitsa - H&A Anchal Verma - JPMorgan Richard Felton - Goldman Sachs Samuel England - Berenberg Julien Ouaddour - Bank of America Operator Hello ladies and gentlemen and welcome to the Carl Zeiss Meditec AG Analyst Conference Call for the Six Months Results 2023/2024. At this time, all participants have been placed on a listen-only mode.
seekingalpha.com
Carl Zeiss: We've Seen Outperformance, But I See More Upside Potential
Carl Zeiss Meditec has seen a significant increase in stock performance, up over 29% in less than 3 months. The company has shown strong top-line growth but a decline in EBIT and EBIT margin. Challenges include a decline in volume, unfavorable sales mix, and increased R&D spending. However, I view the company to still be a "BUY" here, even if one with lower appeal.
prnewswire.com
Carl Zeiss Meditec AG announces agreement to acquire Dutch Ophthalmic Research Center (D.O.R.C.)
Acquisition will extend the company's leadership in ophthalmic medical devices market and expands its position in the vitreo-retinal surgery segment JENA, Germany , Dec. 15, 2023 /PRNewswire/ -- Carl Zeiss Meditec AG announced today that it has entered into an agreement to acquire 100% of the shares in Dutch Ophthalmic Research Center (International) B.V. (D.O.R.C.) from the investment firm Eurazeo SE, Paris, France.
seekingalpha.com
Carl Zeiss Meditec: Premiums Are Proven To Be Dicey In This Market
Carl Zeiss Meditec has seen a decline in its stock price, along with other high-valued companies, due to the commoditization of premium stocks. The company has impressive products, high gross margins, and strong financial performance compared to its competitors in the Meditech and optic industry. While there are some uncertainties and challenges ahead, I believe that Carl Zeiss Meditec offers a compelling long-term investment opportunity with a potential triple-digit upside.
seekingalpha.com
Carl Zeiss Meditec: One Of The Highest Premiums I'll Accept
Carl Zeiss Meditech is a subsidiary of Carl Zeiss AG and manufactures tools for eye examination and medical lasers. The company has a strong financial performance with high gross and net margins. Despite being heavily focused on the German market, the company has shown solid growth and profitability. I say the company is a "Buy" Here.
seekingalpha.com
Carl Zeiss Meditec: Buying Opportunity For A Stable Compounding Business
Carl Zeiss Meditec recorded strong order growth of 36% YoY in Q3 FY9/2022 results, highlighting strong underlying demand. Operating margins look stable at 20%, driven by an improving sales mix despite ongoing investment in R&D and marketing activities.