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Zimmer Biomet price target lowered to $135 from $145 at Oppenheimer

Oppenheimer lowered the firm’s price target on Zimmer Biomet to $135 from $145 and keeps an Outperform rating on the shares. The firm is updating its estimates to reflect the ERP issues that arose in August during Zimmer’s upgrade to SAP; the issue is expected to affect product distribution in the second half of 2024. Near term, the ERP challenges are overshadowing improved new product flow that is expected to grow in contribution in the second half of 2024 and into 2025. The company’s previously announced opex restructuring program should also be supportive in 2025, Oppenheimer adds.

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