Update shared on10 Aug 2025
Fair value Decreased 15%The downward revision in the analyst price target for Treace Medical Concepts primarily reflects a material decline in the forecasted Future P/E multiple, while revenue growth expectations remain stable, resulting in a new fair value of $8.35.
What's in the News
- Four-year interim results from the ALIGN3D multicenter study show the Lapiplasty® Procedure delivers sustained clinical and radiographic success for hallux valgus, including early return to weight bearing (average 7.7 days) and low recurrence rates (0.8% using HVA>20°, 8.4% using HVA>15° at 48 months).
- Patients reported significant improvement in pain and mobility using MOxFQ, VAS, and PROMIS scores—81% pain reduction and 89% improvement in walking/standing at 48 months.
- Treace’s Lapiplasty® 3D Bunion Correction® System combines patented instruments, implants, and methods to correct all three dimensions of bunion deformity and stabilize the joint.
- The company also offers the Adductoplasty® Midfoot Correction System, two minimally invasive bunion correction systems (Nanoplasty® and Percuplasty™), and the SpeedMTP® Fusion System to address a variety of surgical foot deformities.
Valuation Changes
Summary of Valuation Changes for Treace Medical Concepts
- The Consensus Analyst Price Target has significantly fallen from $9.78 to $8.35.
- The Future P/E for Treace Medical Concepts has significantly fallen from 23.36x to 19.88x.
- The Consensus Revenue Growth forecasts for Treace Medical Concepts remained effectively unchanged, moving only marginally from 9.5% per annum to 9.7% per annum.
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