SYK Stryker Corporation Loading... : Bullish and Bearish Analyst Opinions

From JNJ earnings calls
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08:30
Jul 15
Joe Wolk Head of Research, Blockworks JNJ Q2 FY26 call
JNJ called out a modest cost-of-goods-sold tailwind from tariffs in medtech (offset other headwinds), implying some near-term tariff recoupment that may be incremental for the sector. — JNJ's ability to partially offset tariff costs through price or mix suggests a more resilient margin structure, contrasting with competitors who may not have similar leverage.
SYK
MED
08:30
Jan 21
Joe Wolk Head of Research, Blockworks JNJ Q4 FY25 call
JNJ expects MedTech tariffs to nearly triple to ~$500M in 2026, creating a significant cost headwind that may pressure margins across the industry. — Tariffs on medical devices are rising sharply; companies with large US manufacturing or reliance on imported components may see similar cost pressures, which could lead to price increases or margin compression.
SYK
MED

About SYK Analyst Coverage

Buzzberg tracks SYK (Stryker Corporation) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 2 total trade ideas tracked. Latest voices: Joe Wolk.