Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$1.2B
78M shares
52-week range
$8.70 – $20.49
59% from low
Sector
SURGICAL & MEDICAL INSTRUMENTS & APPARATUS
Exchange
NASDAQ
CS
P/S (TTM)
0.7
EV / FCF (TTM)
78.7
Integra Lifesciences Holdings Corp is a New Jersey-based medical equipment company focused on developing products for regenerative therapy, extremity orthopedics, and neurosurgical applications. The firm is organized into two primary segments: Codman specialty surgical and Tissue technologies. Codman Specialty Surgical generates maximum revenue from its segmental operations. Integra serves Europe, Asia Pacific, and the rest of the world whilst it derives key revenue from domestic sales. The company operates in United States, Europe, Asia Pacific, and Rest of the World.
www.integralife.comNo one on the platform currently holds IART.
| Institution | Shares | Reported |
|---|---|---|
| Bridgewater Associatesas of 2024-09-30 | 29,533 | $536.6K |
| Renaissance Technologiesas of 2025-12-31 | 14,760 | $183.3K |
| Execution date | Ratio |
|---|---|
| 2017-01-04 | 2-for-1 |
No one on the platform has traded IART yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | — | — | — | |||
| Rev. Growth % | 1.5% | 3.6% | ||||
| Profit Margin % | -31.6% | -1.0% | 2.5% | |||
| Free Cash Flow Margin % | -2.8% | 6.9% | 7.2% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is -0.3% on the P/E track.
At today's price, your expected annual return is +4.5% on the P/E track.
At today's price, your expected annual return is +9.0% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $1.7B | +2.7% | $2.46 | $2.45–$2.48 | 6.4× | 6 |
| 2027 | $1.7B | +3.2% | $2.61 | $2.54–$2.71 | 6.0× | 6 |
| 2028 | $1.8B | +3.4% | $2.85 | $2.32–$3.39 | 5.5× | 2 |
| 2029 | $1.8B | +1.2% | $3.00 | $2.96–$3.04 | 5.2× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 7 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-07-29 | $0.48 | $0.56 | +16.5% |
| 2026-05-05 | $0.41 | $0.54 | +31.7% |
| 2026-02-26 | $0.79 | $0.83 | +5.1% |
| 2025-10-30 | $0.43 | $0.54 | +25.6% |
| 2025-07-31 | $0.43 | $0.45 | +4.7% |
| 2025-05-05 | $0.43 | $0.41 | -4.7% |
| 2025-02-25 | $0.86 | $0.97 | +12.8% |
| 2024-11-04 | $0.39 |
| $0.41 |
| +5.1% |
| +13.33% |
| $1.9B |
| — |
| INMDInMode Ltd. | $14.87 | -0.13% | $855M | — |
| MRVIMaravai LifeSciences Holdings, Inc. | $6.88 | +2.92% | $1.9B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$IART - interesting story - it seems that management is able to pull it off and continue to execute the turnaround. The rise in the stock price is a good indicator.
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Truist🏁 $AXGN and said -- Initiating with Buy and $60 PT on AXGN, a unique high-growth peripheral nerve repair co, mkting the first (and only) Biologic allograft (Avance) w/in a portfolio of nerve repair products. $IART $BAX SYK MDT ABT BSX AMIX Truist added—AXGN plays in a large, barely penetrated TAM (~$5B) and should be capable of supporting dd growth across a wide set of procedures. Even with substantial outperformance (238% LTM vs. -10% IHI) we see room to run further and durable upside to our above CNS 20%+ rev growth ests. through '29E as the adoption curve across mult. procedures should steepen via rising rep adds+productivity. Urology represents TAM expansion/upside and we also expect inflecting profitability and improving FCF.
View on StockTwits ↗$IART - I am looking at this falling "angel" that seems to recover. What is your opinion?
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$IART Here is the screenshoot one of my stock profile. I bought i art now i am up 68% i did posted in my group which is free to join :) for now. I am giving out 30 days free membership
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H.C. Wainwright⬆️ $AXGN's PT to $53 (was $50) plus increased its revenue projections and reiterated its Buy rating. $IART $SYK MDT AMIX Citizens⬆️AxoGen's PT to $55 and said -- We reiterate our Market Outperform rating and raise our price target to $55 from $50 on shares of AxoGen following the release of 2Q26 results. Following a stellar 1Q, with sales +26.6% y/y, there was some concern about the potential for a sizable drop-off in 2Q and 2H26 growth performance, which we think was largely abated yesterday morning. Frankly, no other company that we cover in the MedTech realm is delivering results like AXGN currently is, and we further highlight the scarce competition (no other BLAs here), and the vastly underserved population of peripheral nerve repairs that remain targets ahead.
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https://www.marketbeat.com/earnings/reports/2026-7-29-integra-lifesciences-holdings-co-stock/ $IART Integra LifeSciences Earnings Transcri
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$IART Q2 '26 Earnings Results & Recap • Reported GAAP EPS of $0.06 up 100.95% YoY • Reported revenue of $418.76M up 0.76% YoY • Integra LifeSciences updates its 2026 reported revenue guidance range to $1.654 billion to $1.695 billion, while reaffirming full-year organic revenue growth of 0.8% to 3.3% and adjusted EPS of $2.40 to $2.50.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.