DiaSorin

DiaSorin’s stock fell 3.8% to €73.68 after UBS cut its rating from "neutral" to "sell" and reduced the price target by about 17% to €55. The bank pointed to rising competitive pressure, political headwinds from China and doubts that the new molecular diagnostics platform Liaison Nes will achieve the expected market shares. UBS sees 2026 EBIT 4–6% below consensus and criticizes a valuation premium versus peers such as bioMérieux. » Altro su de.investing.com

DiaSorin recorded a revenue decline in the first quarter of 2026 (constant -3%, nominal -8%) and an EPS of $0.85, which missed analysts’ estimates, weighed down by negative currency effects, pricing pressure in China and a mild flu season. Despite the setbacks, management is maintaining the full-year guidance and expects currency-adjusted revenue growth of 5–6% and an adjusted EBITDA margin of 32–33%, supported by investments in the LIAISON NES and PLEX platforms. Investors will be watching the FDA decision on the GI panel, the market launch of LIAISON NES and developments in China closely. » Altro su de.investing.com

DiaSorin reports 2025 revenue of €1,195m (+1%) and maintains an adjusted EBITDA margin of 33%. Excluding COVID-related sales, core business grew by 5%, driven by immunodiagnostics (€785m, +7% ex‑COVID) and a strong performance in North America, while China remained pressured by VBP implementation and reimbursement cuts. Molecular diagnostics showed mixed trends; automated multiplexing softened, targeted molecular diagnostics grew strongly, and new panels as well as the LIAISON PLEX/NES launches are expected to boost 2026. For 2026 management forecasts revenue growth of 5–6% at constant exchange rates and an adjusted EBITDA margin of around 32–33%, with acceleration expected in the second half of the year. » Altro su de.investing.com