TickerTalks
Browse all tickers →
TickerTalks›$NVST
NVNVST

Envista Holdings Corp

$NVST·$3.7B·Medical - Instruments & Supplies·Healthcare
$22.61-1.3%YTD+3.7%1Y+12.3%
Price updated 8h ago·X counts updated 8d ago
NVNVST
$NVSTEnvista Holdings Corp
$22.61-1.27%2 posts
AI analysisFundamentalsVoices on X
Loading…

On X

The complete picture of $NVST on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

2X posts · last 7 days
Oct 2Oct 11

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $NVST — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-10-03

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Envista printed 22% EPS beat and ran its Investor Day — dental devices compounder quietly reclaiming its multiple.

Envista Holdings has moved from post-spin orphan to compounder — four consecutive quarterly EPS beats of 16-22%, revenue growth of 7-15% YoY, and the September 17 Investor Day laid out long-term financial targets with strategy, growth initiatives, and innovation priorities.

  • Q2 EPS of $0.41 beat $0.335 by 22%, and the revenue line of $730M matched the sell-side's growing confidence; Q1 EPS of $0.36 was 16% above and Q4 2025 was 19% above — the beat cadence is tight.
  • The Chief Accounting Officer Coree Thomas Form 3 (August 6) confirms the finance seat is anchored, and no S-Sales appear in the window — the governance signal is quiet and supportive.
  • At $23.46 and 40% of the 52-week range, the forward multiple on 2027 EPS of $1.67 is 14x and on 2028 EPS of $1.82 is 12.9x — reasonable for a dental-consumables and equipment company with 55% gross margins and 10% operating margins.

The November 4 Q3 earnings is the next test — a continuation of the 15-20% EPS beat pace and any 2027 guidance commentary from management would extend the quiet-compounder trajectory; the Investor Day already set the forward narrative.

What to watch: November 4 Q3 earnings and 2027 EPS guidance; progress on Investor Day strategic initiatives including Nobel Biocare and Spark aligners; any further insider activity after Thomas's August appointment.

On the calendar: Q3 earnings scheduled 2026-11-04

Read the AI verdict on $NVST

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

Dental products company making orthodontic brackets, imaging systems, treatment planning software, and infection prevention supplies sold to dental practices.

Industry overviewAI analysisGenerated by AI from underlying data

Where Medical - Instruments & Supplies sits in its cycle right now — and what that implies for $NVST.

Medical - Instruments & Supplies · Healthcare

No material change from last week — Procedure-volume normalization lifting surgical robotics and sterile supply demand.

What this means for $NVST

Neutral — Dental products company making orthodontic brackets, imaging systems, treatment planning software, and infection prevention supplies sold to dental practices.

Industry benchmark

9-name peer basket
-0.9%YTD
+0.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
46.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
23820%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
9.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
5.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
4.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
55.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$0.41$0.34+22.3%
Q1 2026May 6, 2026$0.36$0.31+16.1%
Q4 2025Feb 5, 2026$0.38$0.32+18.8%
Q3 2025Oct 29, 2025$0.32$0.27+18.5%
Next earningsWed, Nov 4·consensus EPS $0.36

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$730.5M+7.1%55.7%11.0%$0.33$88.5M
Q1 FY26$705.5M+14.4%55.3%8.9%$0.24$-15.8M
Q4 FY25$750.6M+15.0%55.0%10.1%$0.20$91.7M
Q3 FY25$669.9M+11.5%56.0%9.7%$-0.18$67.9M

Forward consensus

4-year forecast · up to 11 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.9B$2.9B – $2.9B$1.53$1.50 – $1.5411
FY27$3.0B$2.9B – $3.0B$1.66$1.61 – $1.7211
FY28$3.1B$3.0B – $3.2B$1.81$1.37 – $2.1711
FY29$3.2B$3.1B – $3.2B$1.97$1.94 – $2.015

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.33%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-10.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-12.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 159.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.6% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.895-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 20Mischa ReisSVP, Strategy & Bus. Dev.8.0K sh$220K
+ 14 other (9 awards · 5 inkinds) in window

See when $NVST insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDSep 178-K — Item 7.01: Press release / Reg FD
AI summary

Envista Holdings Corporation (NVST) hosted its 2026 Investor Day on September 17, 2026, with management presenting strategy, growth initiatives, innovation priorities, and long-term financial objectives; the presentation was made available on Envista's investor relations website under Reg FD. Specific financial targets are not included in the body excerpt. The investor day signals active strategic messaging as Envista continues to operate as a standalone dental products company post-Danaher spinoff.

8-KOfficer or director changeAug 198-K — Item 5.02: Officer or director change · Item 8.01: Other event
AI summary

Envista Holdings Corporation (NVST) filed an 8-K on August 17, 2026, covering an officer or director change (Item 5.02) and other events (Item 8.01). The excerpt contains only filing boilerplate with no names, roles, or specific event descriptions visible. The pairing of a leadership change with an other-events item may indicate a broader management transition announcement for the global dental products company.

3New insider — initial holdingsAug 133
AI summary

Coree K. Thomas, Chief Accounting Officer (CAO) of Envista Holdings Corporation (NVST), filed an initial beneficial ownership statement as of August 6, 2026, reporting direct ownership of approximately 19,069 shares of common stock across six tranches (5,814; 514; 1,105; 737; 2,424; 5,940; 2,535 shares). This is a routine Form 3 initial filing for a newly reportable officer with a modest equity position, consistent with company-granted restricted stock unit vesting.

8-KPress release / Reg FDAug 58-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

Envista Holdings Corporation (NVST) filed an 8-K on August 5, 2026, reporting quarterly earnings results (Item 2.02) and a Regulation FD disclosure (Item 7.01). The excerpt contains only filing boilerplate with no revenue, EPS, or guidance figures visible. This is Envista's primary quarterly earnings disclosure for the global dental products company; specific results require reading the full press release exhibit.

8-KOfficer or director changeJun 38-K — Item 5.02: Officer or director change
8-KShareholder voteMay 218-K — Item 5.07: Shareholder vote
8-KPress release / Reg FDMay 68-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
+ 5 other (2 10-Qs · 2 13Gs · 1 SD) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Reviewing MariMed (OTCMKTS:MRMD) and Envista (NYSE:NVST)defenseworld.net·2d agoEnvista Holdings Corporation (NYSE:NVST) Stock Rated “Hold” by Wall Street Brokeragesdefenseworld.net·9d agoEnvista (NVST) is a Top-Ranked Value Stock: Should You Buy?zacks.com·11d agoHere's Why Envista (NVST) is a Strong Growth Stockzacks.com·12d agoRecently Appointed Cooper Companies Director Paul Keel Buys $250,000 Stock. Does This Signal Shares are a Buy?fool.com·13d ago

More in Medical - Instruments & Supplies

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$BDX$ISRG$MDLN$BAX$RGEN$AZTA$COO$WST
Voices on X · last 7 days

No standout posts about $NVST on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport