$NVST

Envista Holdings (NYSE: NVST) will release Q3 2026 earnings on Nov. 4, 2026, and host a conference call at 2:00 PM PT. The webcast and materials will be available on their website. Envista is a dental industry leader with multiple brands.

Envista Holdings (NYSE: NVST) plans to move its headquarters from Brea to Irvine by 2028, signing leases for 120,000 sq. ft. at Lakeview Business Center. The dental products maker, valued at $3.8B, cited redevelopment of its current site. Q2 revenue was $731M, exceeding estimates, with raised sales growth guidance to 3.5-4.5%. The move is the second-largest office deal in Orange County this year.

Envista, Henry Schein, Align Technology, and Dentsply Sirona reported Q2 earnings. Henry Schein beat revenue and EPS estimates, while Align met revenue expectations but missed guidance. Dentsply Sirona's revenue declined but topped estimates. Stocks reacted negatively post-earnings, with Align down 20.1% and Dentsply down 30.6%.

BMO Capital reduced its price target for Envista Holdings (NYSE:NVST) to $26 from $29, citing China inventory headwinds. The stock trades at $23.96, below the new target. The firm lowered Q3 2026 revenue estimates by $10M due to temporary distributor inventory drawdowns in China, with sales expected to recover in Q4 2026 and early 2027. The company's 2026 guidance remains unchanged. NVST has a PEG ratio of 0.48, suggesting attractive valuation.

Envista (NYSE:NVST) reported Q2 revenue of $730.5M, up 7.1% YoY, beating estimates. Align Technology (NASDAQ:ALGN) reported $1.06B, up 4.3% YoY, missing revenue guidance. Henry Schein (NASDAQ:HSIC) reported $3.46B, up 6.7% YoY, beating estimates. Stocks are down since reporting.

Analysts from Morgan Stanley and Bank of America provided ratings and price targets for Merck (MRK), Envista Holdings (NVST), and Ultragenyx Pharmaceutical (RARE). MRK received a Buy rating with a $179 target, NVST a Hold with a $23 target, and RARE a Hold with a $20 target. Consensus targets suggest upside potential for all three.

UBS attributes Envista's stock volatility to market expectations rather than negative news. The firm adjusted its price target for Envista to $27 from $30, maintaining a neutral rating. Envista's stock has seen a 5-day change of 23.48 USD, a 1st Jan change of -0.91%, and a year-to-date change of -8.00%.

Piper Sandler maintained a Neutral rating on Envista Holdings with a $28 price target, implying 18.2% upside. The company expects 2-5% organic growth but remains cautious due to macroeconomic uncertainties. Analysts also cited concerns over China's pricing dynamics, rising interest expenses, and inflation.

Stifel maintained its Buy rating and $31.00 price target on Envista Holdings Corp. (NYSE:NVST) after the company's 2026 Investor Day, citing upwardly revised financial objectives and market share gains. The stock trades at $23.69, with analysts noting significant upside potential. JPMorgan upgraded its rating to Overweight with a $32.00 target, while BMO and Mizuho reiterated their ratings. Envista also announced leadership changes and a revised compensation package for its CEO.

BMO Capital reiterated a Market Perform rating on Envista Holdings (NYSE:NVST) with a $29.00 price target, noting potential upside. The company showed 11.89% revenue growth over the last year, and 11 analysts revised earnings upwards. Envista recently beat Q2 2026 earnings and revenue estimates, raising its full-year outlook. JPMorgan upgraded the stock to Overweight with a $32.00 target, while Mizuho maintained a Neutral rating.