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Globus Medical Community
NYSE:GMED Community
3
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Globus Medical
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Globus Medical
AN
AnalystLowTarget
Consensus Narrative from 11 Analysts
Integration And Supply Risks Will Curb Margins Yet Unlock Value
Key Takeaways Extended sales cycles, integration complexities, and supply chain disruptions are likely to slow both topline growth and margin improvement in the near term. Intensifying competition, pricing pressures, and reliance on surgical volume expose the company to risks that may limit long-term revenue expansion and profitability.
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US$65.00
FV
4.8% undervalued
intrinsic discount
8.55%
Revenue growth p.a.
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4 days ago
author updated this narrative
Globus Medical
AN
AnalystHighTarget
Consensus Narrative from 11 Analysts
Aging Demographics And Robotics Integration Will Support Secular Trends
Key Takeaways Integration of advanced technologies and strategic acquisitions are expanding product differentiation, operating leverage, and potential for premium pricing and higher margins. Recovery from supply chain issues, growing procedure volumes, and broader healthcare access are fueling multi-year revenue and earnings growth prospects.
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US$105.00
FV
41.1% undervalued
intrinsic discount
12.15%
Revenue growth p.a.
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0
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5 days ago
author updated this narrative
Globus Medical
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Integration With NuVasive And Rollout Of Excelsius And XR Headset Will Fuel Future Market Expansion
Key Takeaways The acquisition and integration with NuVasive and Nevro boost potential revenue and market reach through synergies and complementary technologies. New product launches and technology rollouts, including Excelsius and XR platforms, drive innovation, market expansion, and future revenue growth.
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US$83.00
FV
25.5% undervalued
intrinsic discount
10.17%
Revenue growth p.a.
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15
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6 days ago
author updated this narrative
Your Valuation for
GMED
GMED
Globus Medical
Your Fair Value
US$
Current Price
US$61.87
4.1% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
0
4b
2015
2018
2021
2024
2025
2027
2030
Revenue US$3.9b
Earnings US$526.9m
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