Update shared on 13 Nov 2025
Fair value Decreased 39%Narrative Update on Outset Medical Analyst Price Target
Analysts have revised their fair value estimate for Outset Medical downward. The target price has been reduced from $25.75 to $15.75, citing updated financial forecasts and industry reassessments.
What's in the News
- Outset Medical revised its 2025 revenue guidance downward to a range of $115 million to $120 million. The company is maintaining gross margin expectations in the high 30% range (Corporate Guidance).
- New research findings from over 1 million Tablo hemodialysis treatments will be presented at the 2025 American Society of Nephrology's Kidney Week. This includes 5-year data from a major Florida hospital that shows significant improvements in patient outcomes and operational efficiency (Product-Related Announcements).
- Northwest Kidney Centers announced a collaboration with Outset Medical to incorporate the Tablo Hemodialysis System into its home dialysis program. The goal is to make home dialysis more accessible and user-friendly for patients in the Puget Sound region (Client Announcements).
Valuation Changes
- Consensus Analyst Price Target has fallen significantly from $25.75 to $15.75.
- The discount rate has risen from 8.37% to 9.71%, reflecting higher perceived risk.
- Revenue growth expectations have declined from 12.55% to 10.89%.
- Net profit margin is projected to improve slightly, increasing from 12.49% to 13.54%.
- The future P/E (price-to-earnings ratio) has decreased considerably from 32.39x to 20.64x.
Disclaimer
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