BUZZ-Leerink flags improving dental demand, weak equipment spend

Henry Schein, Inc.
DENTSPLY SIRONA, Inc.
Align Technology, Inc.
Envista Holdings

Henry Schein, Inc.

HSIC

0.00

DENTSPLY SIRONA, Inc.

XRAY

0.00

Align Technology, Inc.

ALGN

0.00

Envista Holdings

NVST

0.00

** Leerink Partners says its survey of 74 U.S. dental practices shows "more signs of improvement than deterioration," though Q2 trends were "still lacking fireworks"

** Brokerage says patient visits and practice revenue rose modestly in Q2, while expectations for Q3 improved; specialty dental trends were "incrementally more positive"

** Says demand for clear braces grew 2% in Q2, while value and premium implant volumes rose about 2%, supporting its "outperform" ratings on Align Technology ALGN.O and Envista NVST.N

** Says AI adoption remains early, with 13% of dental practices using AI in management systems, up from 8%, while interest grows in scan reviews and administrative tasks

** Leerink says dentists expect to cut equipment spending by 13.2% in 2026, buying mainly to "replace what is broken" while delaying upgrades due to costs, financing and macro concerns

** Brokerage expects "no meaningful deviation" in the group's upcoming results and maintains "market perform" ratings on Henry Schein HSIC.O and Dentsply Sirona XRAY.O


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