Latest news with #IntegerHoldings
Yahoo
27-05-2025
- Business
- Yahoo
1 of Wall Street's Favorite Stock with Impressive Fundamentals and 2 to Brush Off
Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it's worth remembering that analysts rarely issue sell ratings, partly because their firms often seek other business from the same companies they cover. Luckily for you, we at StockStory have no conflicts of interest - our sole job is to help you find genuinely promising companies. That said, here is one stock where Wall Street's excitement appears well-founded and two where its enthusiasm might be excessive. Consensus Price Target: $3 (146% implied return) Making a name for itself with the BarkBox, Bark (NYSE:BARK) specializes in subscription-based, personalized pet products. Why Are We Wary of BARK? Performance surrounding its orders has lagged its peers Historical operating losses point to an inefficient cost structure Low free cash flow margin of 1.3% for the last two years gives it little breathing room, constraining its ability to self-fund growth or return capital to shareholders Bark's stock price of $1.22 implies a valuation ratio of 94.3x forward P/E. Check out our free in-depth research report to learn more about why BARK doesn't pass our bar. Consensus Price Target: $148.75 (25.7% implied return) With its name reflecting the mathematical term for "whole" or "complete," Integer Holdings (NYSE:ITGR) is a medical device outsource manufacturer that produces components and systems for cardiac, vascular, neurological, and other medical applications. Why Does ITGR Worry Us? Annual revenue growth of 6.5% over the last five years was below our standards for the healthcare sector Subscale operations are evident in its revenue base of $1.75 billion, meaning it has fewer distribution channels than its larger rivals Capital intensity has ramped up over the last five years as its free cash flow margin decreased by 7.7 percentage points Integer Holdings is trading at $118.31 per share, or 18.8x forward P/E. To fully understand why you should be careful with ITGR, check out our full research report (it's free). Consensus Price Target: $52.67 (43.2% implied return) Founded when its founder patented a unique design for a vacuum system used in the sugar refining process, Graham (NYSE:GHM) provides vacuum and heat transfer equipment for the energy, petrochemical, refining, and chemical sectors. Why Should You Buy GHM? Market share has increased this cycle as its 17% annual revenue growth over the last five years was exceptional Earnings per share grew by 298% annually over the last two years, massively outpacing its peers Free cash flow margin expanded by 5.6 percentage points over the last five years, providing additional flexibility for investments and share buybacks/dividends At $36.79 per share, Graham Corporation trades at 30.9x forward P/E. Is now a good time to buy? See for yourself in our full research report, it's free. Donald Trump's victory in the 2024 U.S. Presidential Election sent major indices to all-time highs, but stocks have retraced as investors debate the health of the economy and the potential impact of tariffs. While this leaves much uncertainty around 2025, a few companies are poised for long-term gains regardless of the political or macroeconomic climate, like our Top 5 Growth Stocks for this month. This is a curated list of our High Quality stocks that have generated a market-beating return of 176% over the last five years. Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Exlservice (+354% five-year return). Find your next big winner with StockStory today for free. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
26-05-2025
- Business
- Yahoo
3 Reasons to Sell ITGR and 1 Stock to Buy Instead
Although the S&P 500 is down 3.6% over the past six months, Integer Holdings's stock price has fallen further to $118.31, losing shareholders 14.7% of their capital. This may have investors wondering how to approach the situation. Is there a buying opportunity in Integer Holdings, or does it present a risk to your portfolio? Get the full breakdown from our expert analysts, it's free. Even though the stock has become cheaper, we're swiping left on Integer Holdings for now. Here are three reasons why you should be careful with ITGR and a stock we'd rather own. Examining a company's long-term performance can provide clues about its quality. Any business can put up a good quarter or two, but many enduring ones grow for years. Unfortunately, Integer Holdings's 6.5% annualized revenue growth over the last five years was mediocre. This was below our standard for the healthcare sector. Larger companies benefit from economies of scale, where fixed costs like infrastructure, technology, and administration are spread over a higher volume of goods or services, reducing the cost per unit. Scale can also lead to bargaining power with suppliers, greater brand recognition, and more investment firepower. A virtuous cycle can ensue if a scaled company plays its cards right. With just $1.75 billion in revenue over the past 12 months, Integer Holdings is a small company in an industry where scale matters. This makes it difficult to build trust with customers because healthcare is heavily regulated, complex, and resource-intensive. Free cash flow isn't a prominently featured metric in company financials and earnings releases, but we think it's telling because it accounts for all operating and capital expenses, making it tough to manipulate. Cash is king. As you can see below, Integer Holdings's margin dropped by 7.7 percentage points over the last five years. If its declines continue, it could signal increasing investment needs and capital intensity. Integer Holdings's free cash flow margin for the trailing 12 months was 6.4%. Integer Holdings isn't a terrible business, but it doesn't pass our quality test. After the recent drawdown, the stock trades at 18.8× forward P/E (or $118.31 per share). This valuation tells us a lot of optimism is priced in - you can find better investment opportunities elsewhere. We'd suggest looking at the most entrenched endpoint security platform on the market. Market indices reached historic highs following Donald Trump's presidential victory in November 2024, but the outlook for 2025 is clouded by new trade policies that could impact business confidence and growth. While this has caused many investors to adopt a "fearful" wait-and-see approach, we're leaning into our best ideas that can grow regardless of the political or macroeconomic climate. Take advantage of Mr. Market by checking out our Top 5 Strong Momentum Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 176% over the last five years. Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-micro-cap company Kadant (+351% five-year return). Find your next big winner with StockStory today. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
24-05-2025
- Business
- Yahoo
Citi Upgrades Integer Holdings (ITGR) to Buy, Lifts PT
On May 22, Citi analysts upped Integer Holdings Corporation (NYSE:ITGR)'s stock from 'Neutral' to 'Buy,' increasing the price objective to $140 from $133. The firm noted its healthy Q1 2025 performance, in which sales exceeded expectations. In Q1 2025, the company's sales saw an increase of 7% to $437 million, with organic growth of 6%. Furthermore, segment growth met the expectations, with Cardio & Vascular seeing non-GAAP organic growth of 10.9% YoY. A doctor using a Neuromodulation device to examine a patient's brain activity. After the successful start to the year, Integer Holdings Corporation (NYSE:ITGR)'s management expects YoY sales growth of 8% to 10% in 2025, which Citi analysts believe is conservative. Citi saw that Integer Holdings Corporation (NYSE:ITGR) was largely unaffected by tariffs as it possesses minimal exposure to China and didn't observe huge changes in the customer purchasing behavior. Given the company's positioning in high-growth markets, along with its effective leadership transition, Citi believes that Integer Holdings Corporation (NYSE:ITGR) will accelerate progress moving forward. The YoY growth in Cardio & Vascular sales in Q1 2025 stemmed from new product ramps in electrophysiology and acquisitions. This was partially offset by the impact of fewer shipping days in Q1 2025 as compared to Q1 2024. Integer Holdings Corporation (NYSE:ITGR) operates as a medical device contract development and manufacturing company. While we acknowledge the potential of ITGR to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than ITGR and that has 100x upside potential, check out our report about this cheapest AI stock. READ NEXT: and 11 Unstoppable Growth Stocks to Invest in Now Disclosure: None. Sign in to access your portfolio
Yahoo
23-05-2025
- Business
- Yahoo
Why Integer (ITGR) is a Top Value Stock for the Long-Term
It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Achieving those goals is made easier with the Zacks Style Scores, a unique set of guidelines that rates stocks based on popular investing methodologies, namely value, growth, and momentum. The Style Scores can help you narrow down which stocks are better for your portfolio and which ones can beat the market over the long-term. Finding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, and Price/Cash Flow to highlight the most attractive and discounted stocks. Plano, TX-based Integer Holdings Corporation is a medical device contract development and manufacturing organization, serving the cardiac rhythm management, neuromodulation, and cardio and vascular markets. It serves as a partner to medical device companies and original equipment manufacturers (OEMs) and provides innovative, high-quality products and solutions. Its brands include Greatbatch Medical and Lake Region Medical, while its primary customers include large, multi-national OEMs and their affiliated subsidiaries. ITGR boasts a Value Style Score of B and VGM Score of B, and holds a Zacks Rank #1 (Strong Buy) rating. Shares of Integer are trading at a forward earnings multiple of 18.8X, as well as a PEG Ratio of 1, a Price/Cash Flow ratio of 13.4X, and a Price/Sales ratio of 2.4X. A company's earnings performance is important for value investors as well. For fiscal 2025, four analysts revised their earnings estimate higher in the last 60 days for ITGR, while the Zacks Consensus Estimate has increased $0.31 to $6.33 per share. ITGR also holds an average earnings surprise of 2.8%. With strong valuation and earnings metrics, a good Zacks Rank, and top-tier Value and VGM Style Scores, investors should strongly think about adding ITGR to their portfolios. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Integer Holdings Corporation (ITGR) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
07-05-2025
- Business
- Yahoo
Haemonetics (HAE) To Report Earnings Tomorrow: Here Is What To Expect
Blood products company Haemonetics (NYSE:HAE). will be reporting results tomorrow before market open. Here's what you need to know. Haemonetics missed analysts' revenue expectations by 1.3% last quarter, reporting revenues of $348.5 million, up 3.7% year on year. It was a slower quarter for the company, with organic revenue in line with analysts' estimates. Is Haemonetics a buy or sell going into earnings? Read our full analysis here, it's free. This quarter, analysts are expecting Haemonetics's revenue to decline 4.7% year on year to $327.3 million, a reversal from the 12.8% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $1.22 per share. Haemonetics Total Revenue Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Haemonetics has only missed Wall Street's revenue estimates once over the last two years, exceeding top-line expectations by 2.7% on average. Looking at Haemonetics's peers in the medical devices & supplies - specialty segment, some have already reported their Q1 results, giving us a hint as to what we can expect. Inspire Medical Systems delivered year-on-year revenue growth of 22.7%, beating analysts' expectations by 3.1%, and Integer Holdings reported revenues up 7.3%, topping estimates by 2%. Inspire Medical Systems traded up 1.8% following the results while Integer Holdings was also up 2.6%. Read our full analysis of Inspire Medical Systems's results here and Integer Holdings's results here. There has been positive sentiment among investors in the medical devices & supplies - specialty segment, with share prices up 5.9% on average over the last month. Haemonetics is up 13.5% during the same time and is heading into earnings with an average analyst price target of $96.30 (compared to the current share price of $63.58). When a company has more cash than it knows what to do with, buying back its own shares can make a lot of sense–as long as the price is right. Luckily, we've found one, a low-priced stock that is gushing free cash flow AND buying back shares. Click here to claim your Special Free Report on a fallen angel growth story that is already recovering from a setback.
