Update shared on 12 Dec 2025
Analysts have modestly revised their price target for LivaNova to remain effectively unchanged at approximately 69 dollars per share. This reflects stable assumptions around revenue growth, profitability, and valuation multiples, despite only incremental tweaks to the discount rate and long term earnings expectations.
What's in the News
- U.S. CMS assigned LivaNova's VNS Therapy for drug resistant epilepsy to New Technology APC 1580 for new patient implants under the 2026 Medicare Hospital Outpatient Prospective Payment System, materially improving reimbursement for providers (Key Developments).
- Effective January 1, 2026, Medicare hospital outpatient payments for VNS Therapy procedures are set to rise by approximately 48% for new patient implants and 47% for end of service procedures versus 2025 rates, easing cost coverage gaps for hospitals (Key Developments).
- LivaNova expects the enhanced Medicare reimbursement to strengthen hospital economics and broaden patient access to VNS Therapy, helping reduce a key barrier to adoption of its neuromodulation treatment (Key Developments).
- Real world data from the CORE VNS study showed VNS Therapy achieved a median seizure reduction at 36 months of 80% for focal onset motor seizures with impaired awareness and 95% for focal to bilateral tonic clonic seizures, with a generally low risk outpatient procedure profile (Key Developments).
- LivaNova raised its full year 2025 earnings guidance, lifting its organic revenue growth outlook by 50 basis points to a range of 9.5% to 10.5% (Key Developments).
Valuation Changes
- Fair Value: Unchanged at approximately 69.1 dollars per share, implying no material shift in the intrinsic value estimate.
- Discount Rate: Fallen slightly from about 8.52% to 8.49%, reflecting a modest reduction in perceived risk or funding costs.
- Revenue Growth: Effectively unchanged at roughly 6.9% annually, indicating stable long term top line assumptions.
- Net Profit Margin: Essentially flat at around 10.4%, suggesting no meaningful revision to long term profitability expectations.
- Future P/E: Edged down marginally from about 28.34x to 28.32x, signaling a negligible adjustment to valuation multiples.
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