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/ITGR
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Integer Holdings Corp

Integer Holdings Corp

ITGR
$126.00USD↓-0.04%-0.05 today

MARKET CAP

4.3B

P/E (TTM)

31.5x

FWD P/E

—

DAY RANGE

$126 – $126

52W RANGE

$62
$127

AI Summary

Stalk
StalkMedium

ITGR remains in a Stage 2 uptrend with higher highs and higher lows and EMAs aligned. A breakout above the $95.70 polarity flip confirms continuation, but price is stretched above short-term EMAs and in extreme overbought territory. Medium-term bias stays bullish, yet current execution conditions are unfavorable. We will defer entry and look for a pullback into rising EMAs or prior breakout support near $95.70 for a more favorable buy zone.

  • ↑Stock trades within 1% of $127 KKR bid, locking in returns
  • ↑Q2 revenue $464.1 M and adjusted EPS $1.60 beat estimates
  • ↓Negative profitability metrics raise margin and efficiency concerns
Full analysis →

The case for & against

Bull & Bear analysis

Bullish

Integer Holdings Corporation (NYSE: ITGR) is a leading provider of medical devices and related manufacturing technologies. The company primarily serves the cardiovascular, neuromodulation, and orthopedics markets, positioning itself as a critical player within the healthcare and medical technology sectors. As trends toward minimally invasive procedures and increased demand for high-quality medical devices continue to evolve, Integer Holdings aims to capitalize on these secular growth themes, particularly as they pursue strategic initiatives like their recent acquisition agreement with KKR.

Bull says

  • ↑Stock trades within 1% of $127 KKR bid, locking in returns
  • ↑Q2 revenue $464.1 M and adjusted EPS $1.60 beat estimates
  • ↑High earnings yield paired with improved analyst revisions
  • ↑Manageable leverage and solid liquidity support operations
  • ↑End-2026 target $131.11 implies ~4.6% upside

Bear says

  • ↓Negative profitability metrics raise margin and efficiency concerns
  • ↓Growth outlook remains weak, constraining long-term expansion
  • ↓Ongoing shareholder fairness lawsuits threaten deal closing
  • ↓Heavy reliance on acquisition may distract from operations
  • ↓Weak dividend prospects and small size constrain returns

Investment themes with ITGR

Medical Devices↓ -0.50%

Devices and instruments for medical treatment

ISRG · ABT · SYK
Demographics: Elderly Care↓ -0.50%

Services and products for aging population

UCB.BR · JNJ · AZN

Earnings Call · Q1 2026 · Mgmt. Guidance

Updated 05-02-2026neutral

Transcript signals

Bull points

  • Our adjusted effective tax rate was 19% versus 17.4% in the first quarter of 2025. We continue to expect our full year tax rate to be in the range of 16 to 18%.
  • adjusted weighted average shares outstanding in the quarter decreased by 2%, reflecting our share repurchase activity.
  • We now expect our adjusted EBITDA to be in the range of $375 to $399 million, down 1 to 7% versus the prior year.

Bear points

  • First quarter sales totaled $440 million, up 0.5% on a reported basis, and up 1.3% on an organic basis.
  • Adjusted operating income declined 14% versus last year, and our adjusted operating margin contracted 230 basis points to 13.9%, both in line with our February outlook.
  • we now expect reported sales to be in the range of $1,805,000,000 to $1,835,000,000. On a year-over-year basis, we now expect sales to be down 1% to 3% on a reported basis and flat to down 1% on an organic basis.
Read full transcript analysis ›