Tactile Systems Technology

TCMD: Market Leadership And Coverage Momentum Will Drive Expansion Into Underserved Patients

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

24 Sep 24

Updated

17 Dec 25

Views

93

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

73.8%

7D

3.1%

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1Y

73.8%

7D

3.1%

You can edit this narrative until Dec 18 5:05 AM. Then, changes will post as Updates.

Author's Valuation

US$2422.1% overvalued

AnalystConsensusTarget Fair Value

Shared on 17 Dec 25

TCMD: Q3 Outperformance And Buyback Will Mask Limited Upside Ahead

Analysts have raised their price target on Tactile Systems Technology by about $8.50 to roughly $32 per share, citing significant Q3 outperformance, improving productivity and reimbursement trends, and expectations for a return to double digit growth by 2026. Analyst Commentary Recent research updates reflect a notably more constructive stance on Tactile Systems Technology, with bullish analysts pointing to operational momentum, clearer reimbursement visibility, and a sizable underpenetrated patient pool as key drivers of potential upside in the shares.

Shared on 03 Dec 25

TCMD: Q3 Outperformance And Buyback Plan Will Shape Turnaround Outlook

Analysts have raised their price expectations for Tactile Systems Technology toward the low to mid $30 range, citing a massive Q3 outperformance, consistent estimate beats, and growing confidence in a 2026 growth reacceleration and higher sustainable earnings power. Analyst Commentary Recent Street research reflects a broadly constructive stance on Tactile Systems Technology following its strong Q3 performance and improving fundamentals.

Shared on 19 Nov 25

Fair value Increased 43%

TCMD: Sustained Product Execution And Buyback Plan Set To Shape Outlook

Analysts have raised their price target on Tactile Systems Technology significantly, from approximately $16.83 to $24.00. They cite strong quarterly outperformance and growing confidence in the company’s turnaround and future growth prospects.

Shared on 03 Nov 25

Narrative Update on Tactile Systems Technology Analysts have reaffirmed their price target for Tactile Systems Technology at $16.83 per share. They cite the company's leadership in key market segments and anticipated growth acceleration as a result of recent strategic improvements.

Shared on 20 Oct 25

Analysts have maintained their price target for Tactile Systems Technology at $23.50. They cite the company's leading positions in key device markets and an improved outlook following recent strategic adjustments.

Shared on 05 Oct 25

Fair value Increased 25%

Analysts have raised their fair value estimate for Tactile Systems Technology from $13.50 to $16.83 per share. The change is attributed to optimism about the company's strengthened market leadership and the potential for renewed growth following recent strategic improvements.

Shared on 01 May 25

Fair value Decreased 38%

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

AnalystConsensusTarget has increased revenue growth from 8.6% to 9.5%, increased profit margin from 6.2% to 9.5% and decreased future PE multiple from 26.1x to 16.6x.

Shared on 09 Apr 25

Fair value Increased 67%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 39%

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 69%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 11 Mar 25

Fair value Decreased 2.54%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

US$24

22.1% overvalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

8.68%

Medical Equipment revenue growth rate

7.37%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

7.74%

Calculation

US$33.76m

Earnings '28

x

16.86x

PE Ratio '28

=

US$569.28m

Market Cap '28

US$569.28m

Market Cap '28

/

18.97m

No. shares '28

=

US$30.01

Share Price '28

US$30.01 Share Price '28

Discounted to 2025 @ 7.73% p.a.

=

US$24.00

Fair Value '25