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$ITGR

5 stories mentioning ITGRUpdated 42d ago

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Wire

Integer's Strategic Review Alongside Private Equity Interest Limits Downside to Numbers, Oppenheimer Says

Integer's (ITGR) ongoing strategic review process and private equity interest in the contract manufacturing organization sector combined with the 2025-end stock selloff suggests limited downside to numbers, Oppenheimer said in a Wednesday research report.The macro environment remains uncertain and dislocations canhappen fast, while private credit exposure for PE funds remains a concern as well, analysts wrote.Integer's broad base of blue-chip clients, where 70% of contracts being long-term in nature, provide the company story with automatic "buffers" for risk mitigation, according to the note.The brokerage said it upgraded the stock to outperform from perform with a price target of $115 per share.Price: $90.99, Change: $+6.01, Percent Change: +7.07%

$ITGR
Research

Oppenheimer Upgrades Integer Holdings to Outperform From Market Perform, Price Target is $115

Integer Holdings (ITGR) has an average rating of overweight and mean price target of $97.22, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)

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Research

Research Alert: CFRA Reiterates Hold Rating On Shares Of Integer Holdings Corporation

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our target to $90 from $97, on a forward P/E of 13.7x our 2027 EPS, below ITGR's 10-year historical forward average of 17.6x. We cut our 2026 EPS view to $6.16 from $6.74 as we expect some margin pressures ahead, and decrease 2027 to $6.57 from $6.88. Adj. operating margin was -230 bps Y/Y to 13.9% in Q1, primarily due to lower fixed cost absorption from reduced sales volumes. ITGR's Q1 results came in line with previous guidance, with adj. EPS of $1.20 and revenue of $440M. Yet, ITGR significantly lowered its full-year 2026 outlook, citing recent forecast reductions from customers, primarily in the electrophysiology market, and additional risk adjustments made across the portfolio. The new guidance projects a Y/Y reported sales decline of 1%-3% and lowered adj. EPS of $5.83-$6.40. Given these challenges, we think the announced strategic review could be timely as ITGR aims to explore opportunities to maximize shareholder value, including a potential transaction or continuing its stand-alone strategy.

$ITGR
Wire

Update: Integer Shares Rise After Fiscal Q1 Beat; Board Initiates Strategic Review

(Updates with recent stock movement and announcement of a strategic review in the headline, first paragraph, and eighth paragraph.)Integer (ITGR) shares were up 5.2% in afternoon trading on Thursday after reporting fiscal Q1 results that beat analysts' expectations and announcing its board has initiated a strategic review.The company reported fiscal Q1 adjusted earnings of $1.20 per diluted share, compared with $1.31 a year earlier.Analysts surveyed by FactSet expected $1.19.Sales for the quarter ended April 3 were $439.6 million, compared with $437.4 million a year earlier.Analysts surveyed by FactSet expected $426.5 million.The company said it now expects fiscal 2026 adjusted diluted EPS of $5.83 to $6.40, compared with previous outlook range of $6.29 to $6.78. Analysts surveyed by FactSet expect $6.49.Full-year sales are now projected to be in the range of $1.81 billion to $1.84 billion, down from $1.83 billion to $1.88 billion previously. Analysts surveyed by FactSet expect $1.85 billion.Integer said it did not set a deadline for completing the review of potential opportunities, including a sale, merger, or business combination.Price: $88.00, Change: $+4.33, Percent Change: +5.18%

$ITGR
Research

Research Alert: Itgr Q1: Mixed Results, Operational Headwinds, Strategic Review Announced

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Integer Holdings delivered Q1 2026 results that slightly beat expectations, with sales of $440M up 0.5% Y/Y, $14M above expectations. GAAP EPS improved to $0.48 vs. -$0.66 prior year, though adjusted EPS declined 8.4% to $1.20 and adjusted EBITDA fell 7%, reflecting underlying operational pressure. The most significant development was Integer's announcement of a strategic review process, in our view, with the Board exploring options including potential sale, merger, or strategic business combination. Management's risk-adjusted 2026 outlook with sales guidance of $1,805M-$1,835M implies a -3% to -1% Y/Y decline and adjusted EPS of $5.83-$6.40 (-9% to 0% Y/Y). Segment performance remained uneven, with CRM & Neuromodulation showing resilience at +5% Y/Y while C&V managed only 1% growth. In our view, the strategic review suggests the Board is evaluating whether standalone execution can deliver optimal shareholder value amid execution challenges.

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