Update shared on 26 Nov 2025
Fair value Increased 2.70%Globus Medical's analyst price target has been raised from $88.80 to $91.20 per share, as analysts cite stronger than expected operational execution, improved sales from key business segments, and robust quarterly earnings performance.
Analyst Commentary
The latest assessments from Wall Street reveal a complex picture for Globus Medical, shaped by recent operating performance and future market expectations. Analyst perspectives diverge along several key themes, particularly regarding short-term achievements and longer-term industry trends.
Bullish Takeaways- Recent upward revisions in price targets reflect confidence in Globus Medical's operational execution and positive sales momentum.
- Robust third-quarter results, including a significant earnings-per-share beat, highlight effective management and strong performance in core U.S. spine markets.
- Growth was further augmented by better-than-expected contributions from the Nevro acquisition, supporting expectations for margin recovery over time.
- Bullish analysts point to attractive sector valuations and multiple opportunities, which could further support the company's growth outlook.
- Some analysts have resumed coverage with a more cautious stance, citing industry surveys that anticipate moderating spine procedure growth by 2026.
- There is concern that, as an industry leader, Globus Medical may be more impacted by any broad market softness in the spine segment.
- Sentiment heading into recent quarters was described as neutral, with worries that recent acquisitions could temporarily pressure margins before recovery efforts take hold.
- Target prices have been adjusted downward by certain analysts, reflecting both near-term margin challenges and sector-wide competitive pressures.
What's in the News
- Globus Medical completed the repurchase of 1,076,000 shares, representing 0.8% of shares outstanding, for $64.97 million as part of its ongoing buyback program. (Company filing)
- The company has announced the launch of the ANTHEM Elbow Fracture System, a comprehensive plating portfolio designed for a wide range of elbow fractures. This system is aimed at simplifying surgical workflows and offering versatility for surgeons. (Company announcement)
- Globus Medical increased its earnings guidance for the full year 2025. The company now expects revenue in the range of $2.86 billion to $2.90 billion, up from the previous outlook of $2.80 billion to $2.90 billion. (Company press release)
- Leadership reiterated their commitment to M&A, internal innovation, expanding the manufacturing footprint, and opportunistic share repurchases as part of their capital allocation strategy. (CEO statement)
Valuation Changes
- The consensus analyst price target has risen slightly, moving from $88.80 to $91.20 per share.
- The discount rate decreased marginally, from 7.73% to 7.72%.
- The revenue growth estimate remains effectively unchanged, holding steady at approximately 7.04%.
- The net profit margin is stable, showing a negligible decrease from 15.20% to 15.20%.
- The future P/E ratio has dipped marginally, from 27.32x to 27.17x.
Disclaimer
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