Loading...
CNMD logo

CONMED CorporationInforme acción NYSE:CNMD

Capitalización bursátil US$1.1b
Precio de las acciones
US$37.23
US$40
6.9% infravalorado descuento intrínseco
1Y-32.8%
7D4.9%
1D
Valor de la cartera
Ver

CONMED Corporation

Informe acción NYSE:CNMD

Capitalización de mercado: US$1.1b

CNMD Community Fair Values

Create Narrative

See what 7 others think this stock is worth. Follow their fair value or set your own to get alerts.

Competidores de CONMED Corporation

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del CONMED
Precios históricos de las acciones
Precio actual de la acciónUS$37.23
Máximo en las últimas 52 semanasUS$60.35
Mínimo de 52 semanasUS$33.21
Beta0.94
Cambio en 1 mes-3.27%
Variación en 3 meses-17.52%
Cambio de 1 año-32.80%
Variación en 3 años-68.54%
Variación en 5 años-72.96%
Variación desde la OPV1,761.50%

Noticias y actualizaciones recientes

Actualización de narrativa May 20

CNMD: Execution And Margin Stability Will Be Tested In Medtech Reset

Analysts have reduced CONMED's fair value estimate and price target to $40 from $52. They cite a reset in medtech valuations, concerns around product cycles and utilization, and a lower assumed future P/E multiple, while keeping revenue growth and profit margin assumptions broadly steady.

Recent updates

Actualización de narrativa May 20

CNMD: Execution And Margin Stability Will Be Tested In Medtech Reset

Analysts have reduced CONMED's fair value estimate and price target to $40 from $52. They cite a reset in medtech valuations, concerns around product cycles and utilization, and a lower assumed future P/E multiple, while keeping revenue growth and profit margin assumptions broadly steady.
Actualización de narrativa May 01

CNMD: Execution Repairs And Margin Stability Will Support Future Upside

Narrative Update Overview Analysts have trimmed their average price targets on CONMED by $3, alongside neutral ratings and concerns around product execution and a lack of near term catalysts, even as updated assumptions reflect steady revenue growth, profit margins around 10.8% and a slightly lower future P/E multiple. Analyst Commentary Recent research on CONMED has centered on valuation reset, execution around key products, and the search for clear catalysts, with JPMorgan trimming its price target by $3 and other firms shifting to more neutral stances.
Actualización de narrativa Apr 17

CNMD: Execution Questions And Limited Catalysts Will Shape Balanced Risk Profile

Analysts have reset their price target on CONMED to $39, trimming it by $16 from the prior $55. They cite concerns around AirSeal competition, recent execution issues, and a lack of clear near term catalysts for a turnaround in sentiment.
Actualización de narrativa Apr 02

CNMD: Execution Rebound And Margin Focus Will Support Future Upside

The analyst price target for CONMED has been reduced by $3 to $52, as analysts factor in a slightly higher discount rate and a lower future P/E multiple while still modeling modestly higher revenue growth and profit margins, and acknowledging recent downgrades that highlight concerns around execution and a lack of near term catalysts. Analyst Commentary Recent research on CONMED reflects a mixed setup, with some analysts focused on execution risks and a lack of clear near term catalysts, while others maintain a more balanced stance that supports a mid range valuation and steady expectations.
Actualización de narrativa Mar 18

CNMD: Execution Concerns And Leadership Transition Will Shape Balanced Risk Profile

Narrative Update: CONMED Price Target Shift The analyst price target for CONMED has been revised from $42 to $39, with analysts pointing to execution missteps, weaker sentiment around the AirSeal product, and a lack of clear near term catalysts as key reasons for the adjustment. Analyst Commentary Recent Street research on CONMED has tilted more cautious, with several bearish analysts highlighting execution risk, questions around AirSeal, and a limited near term catalyst path to re-rate the shares.
Actualización de narrativa Mar 04

CNMD: Portfolio Refocus And Leadership Change Will Shape Balanced Risk Profile

Narrative Update on CONMED Analysts kept their $42 price target for CONMED unchanged. They cited slightly higher assumed revenue growth and profit margins along with a modestly lower discount rate and future P/E, which together support a steady valuation view despite ongoing sector volatility highlighted in recent research.
Actualización de narrativa Feb 17

CNMD: Portfolio Refocus And Higher Future P/E Will Support Returns

Analysts maintained their fair value estimate for CONMED at $55.00 and refreshed their price target framework to incorporate more conservative assumptions for revenue growth and profit margins, while also reflecting a higher future P/E multiple. Analyst Commentary Bullish analysts appear comfortable holding their US$55.00 fair value estimate for CONMED while updating models to reflect more conservative assumptions for revenue growth and margins.
Actualización de narrativa Feb 03

CNMD: Future Portfolio Shift And Capital Moves Signal Balanced Risk Profile

Analysts have reduced their price target on CONMED to US$42 from US$55, citing a higher discount rate, more conservative revenue growth assumptions, improved profit margin expectations, and a lower future P/E multiple in their updated models. Analyst Commentary Bearish analysts are using the lower US$42 price target as a signal that they see less room for upside in CONMED at current levels, especially when they factor in higher discount rates and more cautious revenue assumptions.
Actualización de narrativa Jan 19

CNMD: Gastro Exit And Buybacks Will Support Future Margin Expansion

Analysts modestly adjusted their price target for CONMED, citing a slightly lower discount rate, unchanged fair value of $48.40, and minimal tweaks to long term growth and P/E assumptions that together fine tune their outlook rather than overhaul it. Analyst Commentary Bullish Takeaways Bullish analysts see the steady fair value estimate of $48.40, together with the slightly lower discount rate, as a sign that their view on CONMED’s risk profile and long term earnings power remains intact even after recent fine tuning.
Actualización de narrativa Jan 05

CNMD: Gastro Exit And Buybacks Will Support Margin Expansion Ahead

Analysts have trimmed their price target for CONMED to about US$48.40 from roughly US$54.00, pointing to slightly lower growth assumptions and a reduced future P/E multiple, partly balanced by a marginally higher profit margin outlook. What's in the News CONMED plans to exit its gastroenterology product lines, aiming to focus resources on core areas such as minimally invasive, robotic and laparoscopic surgery, smoke evacuation, and orthopedic soft tissue repair (Key Developments).
Actualización de narrativa Dec 20

CNMD: Focused Surgical Portfolio And Buybacks Will Support Stronger Future Returns

Analysts have lowered their price target on CONMED from 80.00 dollars to 55.00 dollars, citing slightly slower expected revenue growth and a higher discount rate that more than offset improved margin and valuation assumptions. What's in the News CONMED will exit its gastroenterology product lines to focus resources on core areas including minimally invasive, robotic, and laparoscopic surgery, smoke evacuation, and orthopedic soft tissue repair.
Seeking Alpha Dec 15

Conmed Taking On More Pain In The Pursuit Of Future Gain

Summary Conmed (CNMD) shares are nearing decade lows despite credible progress with supply issues and ongoing efforts to shift toward higher-growth, higher-margin products. Management accelerated the exit from the lower-margin gastroenterology business, trading near-term revenue and EPS dilution for an 80bp margin boost and improved strategic focus. AirSeal's attach rate remains pressured by Intuitive Surgical's dv5, but upside exists from non-robotic procedures and OUS and ACS market expansion. CNMD appears undervalued on DCF and EV/revenue, but lacks near-term growth catalysts and remains a high-risk value play pending tangible restructuring results. Read the full article on Seeking Alpha
Actualización de narrativa Dec 06

CNMD: Margin Expansion And Buyback Program Will Drive Strong Future Returns

Analysts have nudged their price target on CONMED slightly higher to $54, citing modestly lower discount rate and revenue growth assumptions, offset by a slightly improved profit margin outlook and a marginally lower future P/E multiple that together support a stable valuation profile. Analyst Commentary Analyst views on CONMED remain balanced, with recent model tweaks reflecting a more nuanced outlook on growth, profitability, and valuation.
Actualización de narrativa Nov 22

CNMD: Margin Initiatives And Robust Buyback Will Drive Long-Term Shareholder Value

CONMED's analyst price target has been reduced from $56 to $54 per share, as analysts cite modest cuts to growth and profit outlooks, along with slightly higher discount rates following recent sector updates. Analyst Commentary Analysts have provided a range of perspectives on CONMED’s outlook based on recent developments in company performance and sector trends.
Actualización de narrativa Nov 07

CNMD: Improving Profit Margins And Robust Buyback Program Will Drive Shareholder Value

CONMED's analyst price target has been lowered from $61 to $56. This change reflects a more cautious stance as analysts point to expectations of slower revenue growth and a higher discount rate, despite improvements in underlying profit margins and future valuation multiples.
Artículo de análisis Oct 06

These 4 Measures Indicate That CONMED (NYSE:CNMD) Is Using Debt Reasonably Well

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Artículo de análisis Sep 12

CONMED (NYSE:CNMD) Has Announced A Dividend Of $0.20

CONMED Corporation ( NYSE:CNMD ) has announced that it will pay a dividend of $0.20 per share on the 3rd of October...
Artículo de análisis Aug 08

CONMED's (NYSE:CNMD) Solid Profits Have Weak Fundamentals

CONMED Corporation ( NYSE:CNMD ) just reported some strong earnings, and the market reacted accordingly with a healthy...
Artículo de análisis Jul 03

Are Investors Undervaluing CONMED Corporation (NYSE:CNMD) By 49%?

Key Insights Using the 2 Stage Free Cash Flow to Equity, CONMED fair value estimate is US$107 Current share price of...
Artículo de análisis May 24

CONMED (NYSE:CNMD) Is Paying Out A Dividend Of $0.20

CONMED Corporation ( NYSE:CNMD ) will pay a dividend of $0.20 on the 3rd of July. This means the dividend yield will be...
Artículo de análisis May 17

CONMED Corporation's (NYSE:CNMD) Shares Bounce 26% But Its Business Still Trails The Market

Those holding CONMED Corporation ( NYSE:CNMD ) shares would be relieved that the share price has rebounded 26% in the...
Artículo de análisis Mar 31

Is CONMED (NYSE:CNMD) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Seeking Alpha Feb 28

Repeated Disappointments On Growth And Margins Leaves Conmed Even Deeper In The Doghouse

Summary Conmed's ambitious revenue growth targets and ongoing operational issues have led to underperformance, with shares down 10% since my last update and ongoing concerns about growth, margins, and tariffs. Despite a decent Q4, Conmed's 2025 guidance was disappointing, with no margin expansion expected and a need to remediate supply and inventory issues. The threatened 25% tariff on goods imported from Mexico could severely affect earnings, adding to the company's existing operational and competitive challenges. While Conmed's valuation appears undemanding, significant risks and uncertainties suggest it may be prudent to wait for clearer signs of improvement before investing. Read the full article on Seeking Alpha
Artículo de análisis Feb 28

CONMED (NYSE:CNMD) Is Paying Out A Dividend Of $0.20

CONMED Corporation ( NYSE:CNMD ) will pay a dividend of $0.20 on the 4th of April. This means the dividend yield will...
Artículo de análisis Feb 08

CONMED Corporation Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Shareholders might have noticed that CONMED Corporation ( NYSE:CNMD ) filed its full-year result this time last week...
Artículo de análisis Jan 20

CONMED Corporation (NYSE:CNMD) Looks Inexpensive But Perhaps Not Attractive Enough

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...
Artículo de análisis Jan 01

Is Now The Time To Look At Buying CONMED Corporation (NYSE:CNMD)?

CONMED Corporation ( NYSE:CNMD ), might not be a large cap stock, but it saw a decent share price growth of 11% on the...
Artículo de análisis Dec 13

CONMED (NYSE:CNMD) Has Affirmed Its Dividend Of $0.20

The board of CONMED Corporation ( NYSE:CNMD ) has announced that it will pay a dividend on the 3rd of January, with...
Artículo de análisis Nov 25

Does CONMED (NYSE:CNMD) Have A Healthy Balance Sheet?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Artículo de análisis Nov 07

CONMED's (NYSE:CNMD) Earnings Are Weaker Than They Seem

Unsurprisingly, CONMED Corporation's ( NYSE:CNMD ) stock price was strong on the back of its healthy earnings report...
Artículo de análisis Nov 02

Earnings Beat: CONMED Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

It's been a pretty great week for CONMED Corporation ( NYSE:CNMD ) shareholders, with its shares surging 13% to...

Rentabilidad de los accionistas

CNMDUS Medical EquipmentMercado US
7D4.9%4.4%1.0%
1Y-32.8%-17.9%28.7%

Rentabilidad vs. Industria: Los resultados de CNMD fueron inferiores a los de la industria US Medical Equipment, que obtuvo un rendimiento del -17.9% el año pasado.

Rentabilidad vs. Mercado: CNMD obtuvo unos resultados inferiores a los del mercado US, que fueron del 28.7% el año pasado.

Volatilidad de los precios

Is CNMD's price volatile compared to industry and market?
CNMD volatility
CNMD Average Weekly Movement5.6%
Medical Equipment Industry Average Movement8.7%
Market Average Movement7.2%
10% most volatile stocks in US Market16.4%
10% least volatile stocks in US Market3.1%

Precio estable de las acciones: CNMD no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.

Volatilidad a lo largo del tiempo: La volatilidad semanal de CNMD (6%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
19703,900Pat Beyerwww.conmed.com

CONMED Corporation, una empresa de tecnología médica, desarrolla, fabrica y vende dispositivos y equipos para procedimientos quirúrgicos. La empresa ofrece productos de cirugía ortopédica, como BioBrace, TruShot con Y-Knot All-In-One Soft Tissue Fixation System, Y-knot All-Suture Anchors y Agro Knotless Suture Anchors, que proporcionan soluciones clínicas a los cirujanos ortopédicos para el aumento y la reparación de lesiones de tejidos blandos, así como productos de apoyo, como instrumentos de resección motorizados, sistemas de gestión de fluidos y visualización y los productos de un solo uso relacionados que permiten a los cirujanos realizar cirugías de medicina deportiva mínimamente invasivas. También ofrece sistemas de herramientas motorizadas para huesos grandes y pequeños, autoclavables y alimentadas por pilas, para su uso en cirugías ortopédicas, artroscópicas, orales/maxilofaciales, podiátricas, de columna y cardiotorácicas bajo la marca Hall surgical.

Resumen de fundamentos de CONMED Corporation

¿Cómo se comparan los beneficios e ingresos de CONMED con su capitalización de mercado?
Estadísticas fundamentales de CNMD
Capitalización bursátilUS$1.11b
Beneficios(TTM)US$54.85m
Ingresos (TTM)US$1.37b
20.4x
Ratio precio-beneficio (PE)
0.8x
Ratio precio-ventas (PS)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de CNMD
IngresosUS$1.37b
Coste de los ingresosUS$629.54m
Beneficio brutoUS$740.97m
Otros gastosUS$686.12m
BeneficiosUS$54.85m

Últimos beneficios comunicados

Mar 31, 2026

Próxima fecha de beneficios

n/a

Beneficios por acción (BPA)1.82
Margen bruto54.07%
Margen de beneficio neto4.00%
Ratio deuda/patrimonio84.5%

¿Cómo se ha desempeñado CNMD a largo plazo?

Ver rendimiento histórico y comparativa

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/22 22:29
Precio de las acciones al final del día2026/05/22 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

CONMED Corporation está cubierta por 16 analistas. 6 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Travis SteedBarclays
Travis SteedBofA Global Research
Travis SteedBofA Global Research