BTIG has increased its price objective for Stryker (NYSE:SYK) to $412 from $410 and maintained a Buy rating after the company reported fourth-quarter 2025 results. Analyst targets for Stryker span a range from $316 to $465, based on InvestingPro data, while the stock was trading at $354.30 at the time of the report.
Stryker delivered quarterly revenue of $7.2 billion, up 11.4% year over year. Excluding foreign exchange effects, revenue rose 10.4%, and the company reported 11.0% organic growth for the quarter. These top-line figures exceeded BTIG's internal estimates by 2.6% and surpassed Street expectations by 0.7%.
Over the trailing twelve months Stryker recorded revenue growth of 10.95%, and it has sustained a five-year compound annual growth rate (CAGR) in revenue of 9%.
Performance across Stryker's business units was mixed but tilted positive overall. The MedSurg & Neurotechnology segment outpaced Street estimates by 1.5%, while the Orthopedics segment underperformed by 0.3%. Within the company, particularly strong showings were cited in Instruments, Endoscopy, and Vascular.
On profitability, Stryker reported adjusted earnings per share of $4.47 for the quarter. That result surpassed BTIG's estimate by 1.8% and the Street consensus by 1.7%. Gross margin and operating margin metrics were largely consistent with Street expectations.
For fiscal year 2026 the company set guidance for organic growth of 8.0% to 9.5% and issued an adjusted EPS range of $14.90 to $15.10. These guidance figures are comparable to consensus estimates, which sit at approximately 8.5% organic growth and $14.97 in adjusted earnings per share.
Additional data points highlighted by InvestingPro note Stryker's standing within the Healthcare Equipment & Supplies industry, including a price-to-earnings ratio of 46.36. The company has paid a dividend for 35 consecutive years and has increased that dividend for 16 consecutive years. InvestingPro also lists analyst target dispersion from $316 to $465 and indicates further research resources are available for investors seeking deeper analysis.
Market reaction included a small decline in after-hours trading despite the earnings and revenue beats, underscoring that even modest deviations from investor expectations can produce immediate share-price movement.
What this means
Stryker's quarterly beat on revenue and adjusted EPS, combined with a maintained and slightly higher BTIG price target, reinforces the company's current trajectory of mid-to-high single-digit organic growth and steady earnings. Segment-level strength in MedSurg & Neurotechnology helped offset a minor shortfall in Orthopedics, while Instruments, Endoscopy, and Vascular were singled out for particularly strong results.