Update shared on 07 Nov 2025
Fair value Increased 12%The analyst price target for Establishment Labs Holdings has increased from $55.44 to $62.22 per share. Analysts cite strong Q3 results, improved profit margins, and raised revenue guidance as key drivers of this upward revision.
Analyst Commentary
Following the latest earnings report from Establishment Labs Holdings, analysts have provided updated perspectives on the company’s outlook, highlighting both optimistic scenarios and areas for caution.
Bullish Takeaways
- Bullish analysts have significantly increased their price targets, reflecting confidence in the company’s ability to deliver sustained growth and outperform previous expectations.
- Stronger than expected Q3 financial performance, including the first quarter of positive EBITDA, has reinforced views of improving operational execution and profitability.
- There is growing anticipation of substantial revenue acceleration, with management now projecting 2025 revenue to exceed the mid-point of prior guidance.
- Analysts see significant upside potential in U.S. Motiva sales, driven by deeper account penetration and expansion into new sites. This positions Establishment Labs as a potential top pick in the sector.
Bearish Takeaways
- Some bearish analysts remain cautious amid broader concerns for the medical technology sector, especially heading into the Q3 earnings season.
- There is uncertainty surrounding the outcome and timing of the Section 232 investigation into medical equipment and devices, which could impact market conditions or regulatory risks.
- Despite recent positive momentum, a neutral stance is maintained by some. This reflects reservations about potential headwinds and market volatility.
What's in the News
- Revised 2025 revenue guidance, with expectations now exceeding $210 million, up from previous guidance of $208 million to $212 million (Corporate Guidance: Raised).
- The 3-year results of a 100-patient prospective study of Mia Femtech published in the Aesthetic Surgery Journal showed a very low rate of complications and high satisfaction rates for both patients and surgeons (Product-Related Announcements).
Valuation Changes
- Consensus Analyst Price Target increased from $55.44 to $62.22 per share, reflecting improved sentiment toward the company's outlook.
- Discount Rate rose slightly from 12.91% to 13.01%, indicating a modest uptick in perceived risk or required return.
- Revenue Growth projection decreased from 29.12% to 27.58%, suggesting expectations for a slower pace of expansion going forward.
- Net Profit Margin improved from 7.20% to 8.42%, highlighting stronger operating efficiency and profitability.
- Future P/E ratio increased marginally from 92.88x to 94.12x, which indicates higher valuation multiples are being applied to projected earnings.
Disclaimer
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