CARL ZEISS MEDITEC ADR 1

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.» Mehr auf seekingalpha.com

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.» Mehr auf seekingalpha.com

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.» Mehr auf seekingalpha.com