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Critical Organ Transport And Joby Aviation Will Expand Healthcare Reach

SRTA
SRTA
AnalystConsensusTarget
Not Invested
Published 31 Mar 2025

Update shared on23 Sep 2025

Fair value Increased 34%
Previous
AnalystConsensusTarget's Fair Value
US$7.83
35.4% undervalued intrinsic discount
23 Sep
US$5.06
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1Y
65.9%
7D
-9.0%

Strata Critical Medical’s consensus price target has risen from $5.83 to $7.83, as analysts express increased confidence in management’s ability to deploy capital efficiently and drive shareholder value following the accretive acquisition of Keystone Perfusion Services.


Analyst Commentary


  • Bullish analysts highlight the successful deployment of Strata's large $235M pro forma cash position through the acquisition of Keystone Perfusion Services for $124M.
  • The acquisition is seen as addressing concerns around capital allocation efficiency following Strata's recent strategic shifts.
  • The transaction demonstrates Strata's capability to pursue material, value-adding M&A opportunities post-Passenger divestiture.
  • There is strong support for the acquisition as a means of accelerating growth and expanding service offerings.
  • Raising the price target reflects increased confidence in Strata's management to execute accretive deals and drive shareholder value.

What's in the News


  • Blade Air Mobility, Inc. changed its name and Nasdaq ticker to Strata Critical Medical, Inc. (SRTA).
  • The company updated 2025 revenue guidance multiple times, reflecting a range from $160-$170 million, and up to $225-$235 million if the Keystone acquisition is included for the full year.
  • Executive leadership changed: CEO Robert Wiesenthal will become Chairman, with Melissa Tomkiel and William Heyburn appointed as co-CEOs.
  • Amendment approved to the company's Second Amended Restated Certificate of Incorporation.
  • Joby Aviation is considering an acquisition of Blade Air Mobility, though no final decision has been made.

Valuation Changes


Summary of Valuation Changes for Strata Critical Medical

  • The Consensus Analyst Price Target has significantly risen from $5.83 to $7.83.
  • The Future P/E for Strata Critical Medical has significantly risen from 31.48x to 42.01x.
  • The Consensus Revenue Growth forecasts for Strata Critical Medical remained effectively unchanged, moving only marginally from 7.3% per annum to 7.4% per annum.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.