Update shared on 20 Nov 2025
Fair value Decreased 6.25%Analysts have revised their price target for Organogenesis Holdings downward from $8.00 to $7.50. This reflects a tempered outlook based on updated forecasts for revenue growth and profit margins.
What's in the News
- Organogenesis Holdings raised its earnings guidance for 2025, expecting net product revenue between $500 million and $525 million, up 4% to 9% year-over-year. Projected net income ranges from $8.6 million to $25.4 million (Key Developments).
- The second Phase 3 randomized controlled trial of ReNu, an amniotic suspension allograft for knee osteoarthritis, did not achieve statistical significance for its primary endpoint. However, numerical improvements in pain reduction and a favorable safety profile were observed (Key Developments).
- Across three large RCTs involving more than 1,300 patients, the totality of evidence from ReNu studies is considered compelling for an FDA Biologics License Application review. ReNu received FDA Regenerative Medicine Advanced Therapy designation for meeting an unmet medical need in knee osteoarthritis (Key Developments).
Valuation Changes
- The Fair Value Estimate has decreased from $8.00 to $7.50, reflecting a modest reduction in outlook.
- The Discount Rate has risen from 6.78% to 7.07%, indicating a slightly higher perceived risk profile.
- The Revenue Growth Forecast has dropped significantly from 20.6% to 11.4%, showing tempered expectations for top-line expansion.
- The Net Profit Margin Projection has declined from 15.1% to 13.1%, signaling reduced profit expectations.
- The Future P/E Ratio has increased from 9.5x to 13.9x, suggesting a higher valuation relative to future earnings.
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