Update shared on02 Aug 2025
Fair value Increased 22%The upward revision in iRhythm Technologies’ consensus price target reflects improved net profit margin and a substantially lower future P/E multiple, raising the fair value estimate from $146.83 to $159.83.
What's in the News
- iRhythm Technologies issued full-year 2025 revenue guidance of $720–$730 million.
- Announced a strategic partnership and direct investment in Lucem Health to launch an AI-powered solution for earlier arrhythmia detection, targeting high-risk populations and aiming to improve outcomes and reduce healthcare costs.
- Early pilot testing of the AI solution demonstrated promising improvement in targeting and engaging elevated risk patients, with potential to increase detection among the 27 million undiagnosed arrhythmia patients in the U.S.
- Presented findings from large-scale real-world studies showing arrhythmias are common and often occur early in people with type 2 diabetes and chronic kidney disease, frequently clustering around major cardiovascular events.
- Data highlighted significant clinical and economic burdens for patients with undiagnosed arrhythmias, supporting earlier monitoring and intervention strategies, and underscored the limited utility of symptom-based arrhythmia detection.
Valuation Changes
Summary of Valuation Changes for iRhythm Technologies
- The Consensus Analyst Price Target has risen from $146.83 to $159.83.
- The Net Profit Margin for iRhythm Technologies has significantly risen from 2.40% to 3.26%.
- The Future P/E for iRhythm Technologies has significantly fallen from 258.31x to 196.05x.
Disclaimer
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