UBS Lifts Stryker Price Target to $400 as Q4 Organic Sales Jump 11%
UBS raised its price recommendation on Stryker while retaining a neutral rating. Stryker reported 11% Q4 organic sales growth and over $25 billion in annual revenue for 2025.
1. UBS Raises Price Recommendation
On February 24, UBS increased its price recommendation on Stryker to $400 from $386 while maintaining a Neutral rating, signaling confidence in the company’s MedTech outlook.
2. Strong 2025 Financial Performance
Stryker’s Q4 2025 organic sales climbed 11%, contributing to full-year organic growth of 10.3% and driving total revenue past $25 billion across its MedSurg, Neurotechnology, and Orthopaedics segments.
3. Segment-Wide Double-Digit Growth
Neurocranial, Endoscopy, Instruments, and Trauma & Extremities each achieved double-digit organic sales growth globally, with U.S. organic sales up 11.2% and international growth of 7.5%, backed by emerging markets and strong demand in South Korea and Japan.
4. Strategic Digital and Specialist Initiatives
Stryker formed its SmartCare digital healthcare unit by merging Vocera and care.ai and launched a dedicated breast care sales team within its Endoscopy segment to enhance focus and execution in key growth areas.