$XRAY

XRAY

Dentsply Sirona Inc.

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As of 09-13
09-02
Schwab NetworkPublished 2026-09-02
“Hayes: "950 Billion Reasons" to Buy Bonds, PFE & XRAY Buy Opportunities”
$XRAYBullish
XRAY is undervalued at 7x forward earnings; new CEO's distribution restoration and cost cuts will cause stock to double/triple in coming years.

Yes, this is my Shirona, excuse me, my sona, dense flyer sona. It's trading at seven times forward earnings. The stock is down 80%. This is a turnaround Tom special. As you know, I like to buy low and sell high.

No one else is interested on Wall Street in doing that. Uh but we're patient folk and they've got a new CEO Dan Scavia. He came from Globus Medical, chief commercial officer, chief executive officer during his tenure for Bagger in the stock.

The the previous CEOs first off they did it done dumb deal. They had to absorb it. They had to write down bite. You remember the invisible thing everyone was ordering during co this is the leading company in dental supplies and chairside milling.

Cerak used to go in you need a crown. They say come back in a week then you come back in two weeks and it's like 80 appointments to get a tooth. Now they press a button in the cerak machine, they take a picture, they print a tooth, they stick it in your mouth, you go home, it's only 20% penetrated.

We love this story. He's taken out the cost. He reinstituted the six distribution. Can you imagine like Nike? Nike's like, "Oh, we're going DTC. We're going to screw our wholesalers." Look what happened to Nike stock.

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