Stifel analyst Mathew Blackman maintains $Globus Medical (GMED.US)$ with a buy rating, and maintains the target price at $92.
According to TipRanks data, the analyst has a success rate of 46.1% and a total average return of 13.3% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Globus Medical (GMED.US)$'s main analysts recently are as follows:
Globus Medical is poised to achieve mid-to-high single-digit sales growth and mid-30's EBITDA margins. The company's earnings have been notably strong, driven by robust sales performance and increasing cost synergies.
Globus Medical has consistently outperformed by delivering results that surpass expectations and has shown adept management of the NuVasive integration, surpassing initial predictions. This improved execution and enhanced profitability justify a less conservative valuation multiple. Despite the positive outlook, there are reservations about the ease of realizing cross-selling synergies, particularly in the face of new competitors in the spine robot market anticipated this quarter, which may pose a challenge to achieving the projected 7% growth rate.
Q3 has served as a further significant confirmation of the view that Globus Medical's business stands on a more solid foundation than most anticipated. Moving forward, it's believed that current estimates may be too conservative and that valuations have the potential to increase.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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斯迪富分析师Mathew Blackman维持$Globus Medical (GMED.US)$买入评级，维持目标价92美元。
根据TipRanks数据显示，该分析师近一年总胜率为46.1%，总平均回报率为13.3%。
此外，综合报道，$Globus Medical (GMED.US)$近期主要分析师观点如下：
Globus Medical有望实现中到高的个位数销售增长和30年代中期的息税折旧摊销前利润率。在强劲的销售业绩和不断增强的成本协同效应的推动下，该公司的收益明显强劲。
Globus Medical的业绩一直超出预期，表现一直跑赢大盘，并表现出对NuvaSive整合的良好管理，超出了最初的预期。这种改善的执行和盈利能力的提高证明了不那么保守的估值倍数是合理的。尽管前景乐观，但人们对能否轻松实现交叉销售协同效应持保留态度，尤其是面对本季度预计的脊柱机器人市场将出现新的竞争对手，这可能会对实现预期的7％增长率构成挑战。
第三季度进一步重要证实了Globus Medical的业务基础比大多数人预期的更坚实的观点。展望未来，人们认为目前的估计可能过于保守，估值有可能增加。
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