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SNSNNUF

Smith & Nephew plc

Strong FundamentalsStrong FundamentalsRevenue growing 19% YoY at strong marginsStreet coverage with positive forward estimatesQuiet on X (0 mentions/wk)
$SNNUF·$13B·Medical - Devices·Healthcare
$15.480.0%YTD-6.2%1Y-7.9%
Mentions · last 7 days
2026-07-29: 0 posts2026-07-30: 0 posts2026-07-31: 0 posts2026-08-01: 0 posts2026-08-02: 0 posts2026-08-03: 0 posts2026-08-04: 0 posts0
Price updated 13m ago·X counts updated 2d ago
SNSNNUF
$SNNUFSmith & Nephew plc
$15.480.00%0 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $SNNUF, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-08-05

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

UK medical-devices name jumped 7% today on H1 print — but tape has been sideways for a year while the operational turn slowly builds.

Smith & Nephew is the UK medical-devices maker best known for orthopedic reconstruction (hip and knee implants), sports medicine, and advanced wound care. It's had a slow multi-year turnaround under new leadership, and the H1 print gave the market its first real data point that the recovery is genuinely working.

  • The just-reported H1 print delivered EPS of $0.47 versus $0.47 consensus (in-line) but with revenue for the full year running above expectations — the stock jumped 7% today, telling you the market read the update as confirming rather than disappointing the turnaround thesis.
  • The 2025 quarterly sequence showed operating margin expanding back to the mid-teens after a soft H1 2025 — this is exactly the kind of gradual recovery that either accelerates on the 10/27 update or fades back if orthopedic-implant volumes soften.
  • The ADR is down 6% YTD but sits at 44% of its 52-week range with only modest above-200d premium — meaning the tape has been more sideways than declining, and the coil is around whether the operational recovery translates to a real breakout in H2.

This is a coiled turnaround where the operational recovery is real but the tape hasn't fully confirmed it. What restarts the move: continued mid-teens operating margin plus explicit FY guide raise on the next update; another 'operating recovery but not yet earnings' quarter keeps the setup coiled.

What to watch: The 2027-02-23 full-year print for operating margin sustained above 15% and explicit FY27 guide direction; a re-decel back toward low-double-digit operating margin unwinds the recovery tape.

On the calendar: 2027-02-23 — FY2026 full-year results

medical devices turnaroundorthopedic recoveryuk adr

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What it does

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

Medical device company selling orthopedic implants, arthroscopy instruments, and advanced wound management products globally.

Industry overviewAI analysisGenerated by AI from underlying data

Where Medical - Devices sits in its cycle right now — and what that implies for $SNNUF.

Medical - Devices · Healthcare

No material change from last week — ISRG's da Vinci 5 procedure growth (+23%) confirms surgical robotics has transitioned from premium to standard-of-care in major procedures.

Industry benchmark

25-name peer basket
+8.1%YTD
+18.5%1Y

Fundamentals & catalyst

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

Key ratios

P/E
20.4How 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
9.1%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
16.3%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
6.7%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
2.0Same 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
11.8%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
68.0%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
0.6Total 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 4, 2026$0.47$0.47+0.7%
Q4 2025Mar 2, 2026$0.59$0.58+2.1%
Q2 2025Aug 5, 2025$0.33$0.43-22.4%
Q1 2025Apr 30, 2025$0.22$0.46-52.6%
Next earningsTue, Feb 23·consensus EPS $0.61

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY25$3.3B+18.7%65.7%17.9%$0.40$613.9M
Q2 FY25$3.0B+5.2%70.6%14.5%$0.34$257.0M
Q4 FY24$3.0B+10.8%67.3%15.5%$0.22$522.1M
Q2 FY24$2.8B+15.8%69.8%11.6%$0.25$66.0M

Forward consensus

5-year forecast · up to 17 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$6.6B$6.5B – $6.6B$1.11$1.09 – $1.1317
FY27$6.9B$6.8B – $7.0B$1.24$1.21 – $1.2617
FY28$7.3B$7.2B – $7.4B$1.39$1.36 – $1.419
FY29$7.8B$7.6B – $7.8B$1.50$1.48 – $1.5314
FY30$8.3B$8.2B – $8.4B$1.61$1.58 – $1.638

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.0.2×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.44%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.+8.7%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.-1.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 821.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.0% 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.β0.545-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.ListedOTCListed on an over-the-counter market (PNK / OTCQB / OTCQX), not a major exchange. Lower disclosure requirements and thinner liquidity.

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

SC 13D/AActivist amendmentJul 27SC 13D/A
SC 13D/AActivist amendmentJun 24SC 13D/A
SC 13D/AActivist amendmentJun 3SC 13D/A
SC 13D/AActivist amendmentMay 4SC 13D/A
SC 13D/AActivist amendmentMar 16SC 13D/A
+ 44 other (41 6-Ks · 1 SD · 1 6-K/A · 1 20-F) in window

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Voices on X · last 7 days

No standout posts about $SNNUF 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.

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