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Dentsply pivoting approach to Byte ‘seems logical,’ says Evercore ISI

Dentsply pivoting approach to Byte ‘seems logical,’ says Evercore ISI

Evercore ISI notes that Dentsply Sirona (XRAY) announced that it will be pivoting its approach to Byte to incorporate in-person dentist oversight and will not reinstate the At Home model, which the analyst says “seems logical” given that the broader DTC aligner market is struggling to gain traction. Management’s timely resolution adds some clarity around potential stranded costs, adds the analyst, who has an In Line rating and $20 price target on the shares.

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