VAREX IMAGING (VREX) Q4 Earnings Analysis: Key Metrics vs. Estimates
Quarterly Performance: VAREX IMAGING reported a revenue of $228.9 million for Q3 2025, an 11.3% increase year-over-year, with an EPS of $0.37, significantly surpassing the previous year's $0.19.
Earnings Surprises: The company's revenue exceeded the Zacks Consensus Estimate by 3.83%, and it achieved an EPS surprise of 105.56%, compared to the consensus estimate of $0.18.
Market Positioning: VAREX IMAGING specializes in semiconductor products not produced by major players like NVIDIA, positioning itself to benefit from the anticipated growth in the semiconductor market, projected to reach $971 billion by 2028.
Growth Potential: With strong earnings growth and an expanding customer base, VAREX IMAGING is well-positioned to meet the increasing demand for technologies related to Artificial Intelligence, Machine Learning, and the Internet of Things.
Get Free Real-Time Notifications for Any Stock
Analyst Views on VREX
About VREX
About the author
Wall Street Analysts Predict VAREX IMAGING (VREX) May Rise by 29.92%: Important Insights Before You Invest
Stock Performance and Analyst Predictions: VAREX IMAGING (VREX) shares have risen 3.2% recently, with Wall Street analysts projecting a mean price target of $15.33, suggesting a potential upside of 29.9%, although estimates vary significantly.
Skepticism Towards Price Targets: Investors are cautioned against relying solely on price targets for investment decisions, as analysts may set overly optimistic targets influenced by business relationships, despite some agreement indicating potential price movement.
Earnings Estimate Revisions: Analysts show growing optimism for VREX's earnings, with a 1% increase in the Zacks Consensus Estimate over the past month, which correlates with potential stock price movements.
Zacks Rank and Future Recommendations: VREX holds a Zacks Rank #2 (Buy), placing it in the top 20% of stocks based on earnings estimates, and Zacks Investment Research is preparing to release its top stock picks for 2026.
Eli Lilly Set for Over 12% Surge? Check Out 10 Leading Analyst Predictions for Wednesday
Analyst Downgrades: Morgan Stanley lowered Harley-Davidson's price target from $25 to $21 while maintaining an Underweight rating, and Citigroup cut Westlake Corp's target from $88 to $75 but kept a Buy rating.
Analyst Upgrades: B of A Securities raised Baidu's price target from $100 to $151 with a Buy rating, and Truist Securities increased Eli Lilly's target from $1,038 to $1,182, also maintaining a Buy rating.
Mixed Ratings: Oppenheimer reduced Varex Imaging's price target from $23 to $18 while keeping an Outperform rating, and Evercore ISI Group cut Home Depot's target from $450 to $425 but maintained an Outperform rating.
Other Notable Changes: HC Wainwright & Co. lowered LifeMD's target from $13 to $9 while keeping a Buy rating, and UBS cut Aecom's target from $153 to $148 while maintaining a Buy rating.
