ZBH · News · 20260805N

Competition and Market Share

ZIMMER BIOMET HOLDINGS, INC. · 2026-08-05 · Importance 17 · Surprise 24

Analysts identified market-share pressure in Zimmer Biomet’s knee business, particularly in China. The company also faces ongoing pricing pressure across its orthopedic-device markets. Stronger hip and technology performance has not fully offset weaker knees, international markets and trauma/restorative therapies.

Key facts

• Needham reported 4.0% organic revenue growth for Q2 and noted market share loss in its knee business, particularly in China source
• Several analysts raised price targets for Zimmer Biomet: Baird to $104 from $92, JPMorgan to $117 from $95, Wells Fargo to $103 from $90, Stifel to $110 from $105, Deutsche Bank to $98 from $88, and Bernstein to $93 from $91 source