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LivaNova PLC

LivaNova PLC

LIVN
$78.18USD↑+0.00%+0.00 today

MARKET CAP

4.3B

P/E (TTM)

40.1x

FWD P/E

—

DAY RANGE

$77 – $79

52W RANGE

$49
$86

AI Summary

Stalk
Buy NowMedium

LIVN is in a mature uptrend, consolidating near support around its intermediate EMAs and 50-day SMA. The long-term trend remains bullish, with price above the 200-day SMA. The medium-term backdrop shows higher lows at support and range-bound pullbacks absorbing around $80. Near-term price action is stabilizing at EMAs with bullish reversal signals and neutral RSI, suggesting a favorable entry on pullbacks. Key risks include a break below the 50-day SMA and failure to resolve the consolidation. Overall, a bullish bias is maintained and we recommend buying now into support.

  • ↑Q2 revenue reached $391M (+9.8% YoY) and EPS climbed to $1.26
  • ↑Full-year revenue growth guide lifted from 7%–8% to 8%–9%; EPS now $4.30–$4.40
  • ↓Profitability factor is low; adjusted gross margin benefit from IEPA tariff refunds won’t recur
Full analysis →

The case for & against

Bull & Bear analysis

Bullish

LivaNova PLC (NASDAQ: LIVN) is a leading player in the medical technology sector, specializing in innovative therapies for cardiac and neurological health. The company is particularly focused on cardiopulmonary solutions and epilepsy management, leveraging advanced clinical efficacy and an expanding market presence driven by technological advancements and strategic partnerships. LivaNova is poised for growth amid favorable reimbursement trends and increasing demand for minimally invasive therapies.

Bull says

  • ↑Q2 revenue reached $391M (+9.8% YoY) and EPS climbed to $1.26
  • ↑Full-year revenue growth guide lifted from 7%–8% to 8%–9%; EPS now $4.30–$4.40
  • ↑Thermo Fisher partnership secures critical component supply, easing bottlenecks
  • ↑Aura6000 OSA launch in early 2027 and new VNS platforms bolster R&D pipeline
  • ↑Oxygenator market share rose to 40%, fueling a 10% cardiopulmonary revenue gain
  • ↑High earnings yield and strong momentum factors; analyst fair value ~$84.80

Bear says

  • ↓Profitability factor is low; adjusted gross margin benefit from IEPA tariff refunds won’t recur
  • ↓Negative growth and revision factors reflect stagnating analyst sentiment
  • ↓Volatility at 0.93 indicates potential for sharp stock swings
  • ↓Future reimbursement policy shifts could hurt epilepsy segment revenues
  • ↓Capex up to $135M (from $120M) strains cash flow; FCF guide cut to $140–$160M
  • ↓Skeptical analysts warn current valuation may underprice near-term headwinds

Investment themes with LIVN

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 · Q4 2024 · Mgmt. Guidance

Updated 04-29-2026bullish

Transcript signals

Bull points

  • Innovation is a key focus area for Livanova and one of our growth drivers as we look to the future.
  • We are pleased with the progress we made in 2024 across our entire portfolio.
  • we expect this new offering to be a growth driver in 2025.

Bear points

  • 20% compared to negative 3% in the fourth quarter of 2023, with the increase related to developments in the global tax landscape.
  • The impact of foreign currency is expected to be a headwind of 1.5 to 2% based on current exchange rate.
  • adjusted effective tax rate of approximately 24% representing an increase of 300 basis points versus 2024.
Read full transcript analysis ›