Update shared on 20 Nov 2025
Fair value Increased 20%Narrative Update on Allurion Technologies: Analyst Price Target Revision
Analysts have raised their price target for Allurion Technologies from $5.83 to $7.00. They cite improved revenue growth projections and a slight uplift in expected profit margin as the primary factors behind the upward revision.
What's in the News
- Announced a strategic distribution partnership with ProSurg Medical, utilizing ProSurg’s extensive network across over 300 hospitals in Brazil to advance obesity management and expand access to the Allurion Program with GLP-1 therapy (Client Announcements).
- Reported progress in the FDA Pre-Market Approval process for the Allurion Smart Capsule, including passing key FDA milestones, successful inspections, and no additional human clinical data requested by the FDA (Product Related Announcements).
- Completed a debt-for-equity exchange and closed a $5 million private placement financing, strengthening financial position while pursuing FDA approval for the Smart Capsule (Product Related Announcements, Private Placements).
- Announced a delay in filing the next 10-Q report with the SEC (Delayed SEC Filings).
- Medtimo Inc. filed a patent infringement lawsuit against Allurion Technologies, citing alleged infringement of three U.S. patents related to the gastric balloon system (Lawsuits & Legal Issues).
Valuation Changes
- Consensus Analyst Price Target has increased from $5.83 to $7.00.
- Discount Rate has risen slightly from 12.32% to 12.5%.
- Revenue Growth projections have increased significantly from 10.13% to 24.63%.
- Net Profit Margin estimate has improved modestly from 11.68% to 12.35%.
- Future P/E ratio has decreased from 23.94x to 21.80x.
Disclaimer
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