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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斯迪富分析師Mathew Blackman維持$Globus Medical (GMED.US)$買入評級，維持目標價92美元。
根據TipRanks數據顯示，該分析師近一年總勝率為46.1%，總平均回報率為13.3%。
此外，綜合報道，$Globus Medical (GMED.US)$近期主要分析師觀點如下：
Globus Medical有望實現中到高的個位數銷售增長和30年代中期的息稅折舊攤銷前利潤率。在強勁的銷售業績和不斷增強的成本協同效應的推動下，該公司的收益明顯強勁。
Globus Medical的業績一直超出預期，表現一直跑贏大盤，並表現出對NuvaSive整合的良好管理，超出了最初的預期。這種改善的執行和盈利能力的提高證明了不那麼保守的估值倍數是合理的。儘管前景樂觀，但人們對能否輕鬆實現交叉銷售協同效應持保留態度，尤其是面對本季度預計的脊柱機器人市場將出現新的競爭對手，這可能會對實現預期的7％增長率構成挑戰。
第三季度進一步重要證實了Globus Medical的業務基礎比大多數人預期的更堅實的觀點。展望未來，人們認爲目前的估計可能過於保守，估值有可能增加。
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