iRhythm Holdings (IRTC) Aperçu de l'action
iRhythm Holdings, Inc. est une société de soins de santé numériques qui se consacre à la conception, au développement et à la commercialisation d'une technologie basée sur un dispositif qui fournit des services de surveillance cardiaque ambulatoire pour diagnostiquer les arythmies aux États-Unis. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 3/6 |
| Croissance future | 4/6 |
| Performances passées | 0/6 |
| Santé financière | 3/6 |
| Dividendes | 0/6 |
Récompenses
Analyse des risques
IRTC Community Fair Values
Create NarrativeSee what 6 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
iRhythm Holdings, Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$112.67 |
| Plus haut sur 52 semaines | US$212.00 |
| Plus bas sur 52 semaines | US$101.75 |
| Bêta | 1.28 |
| Variation sur 1 mois | -4.77% |
| Variation sur 3 mois | -0.29% |
| Variation sur 1 an | -22.55% |
| Variation sur 3 ans | 8.63% |
| Variation sur 5 ans | 77.15% |
| Évolution depuis l'introduction en bourse | 332.51% |
Nouvelles et mises à jour récentes
Mise à jour du récit • Jun 06
IRTC: Medtech Reset And EPS Revisions Will Set Up Future Upside
Analysts have trimmed the iRhythm Holdings fair value estimate from $195.00 to about $178.93, reflecting a series of reduced Street price targets as models are updated for lower projected EPS and a reset in medtech valuations. Analyst Commentary Recent Street research on iRhythm Holdings shows a mix of optimism on the companys long term potential and caution around execution risks and sector level valuation resets.Mise à jour du récit • Apr 30
IRTC: 2026 Guidance And DOJ Overhang Weakness Will Support Future Upside
Analysts have trimmed the blended fair value estimate for iRhythm Holdings by about $4.57 to $195.00. This reflects a series of recent price target reductions across the Street that center on sector wide multiple compression following Q4 updates and ongoing DOJ related headline risk.Recent updates
Mise à jour du récit • Jun 06
IRTC: Medtech Reset And EPS Revisions Will Set Up Future Upside
Analysts have trimmed the iRhythm Holdings fair value estimate from $195.00 to about $178.93, reflecting a series of reduced Street price targets as models are updated for lower projected EPS and a reset in medtech valuations. Analyst Commentary Recent Street research on iRhythm Holdings shows a mix of optimism on the companys long term potential and caution around execution risks and sector level valuation resets.Mise à jour du récit • Apr 30
IRTC: 2026 Guidance And DOJ Overhang Weakness Will Support Future Upside
Analysts have trimmed the blended fair value estimate for iRhythm Holdings by about $4.57 to $195.00. This reflects a series of recent price target reductions across the Street that center on sector wide multiple compression following Q4 updates and ongoing DOJ related headline risk.
Nouveau récit • Apr 23
Long Term Cardiac Monitoring And AI Will Transform This Ambulatory Heart Care Leader
Catalysts About iRhythm Holdings iRhythm Holdings provides ambulatory cardiac monitoring services using wearable biosensors, AI tools and integrated clinical workflows. What are the underlying business or industry changes driving this perspective?Mise à jour du récit • Apr 15
IRTC: 2026 Guidance And DOJ Overhang Weakness Will Drive Future Upside
Analysts have reduced their average price targets on iRhythm Holdings by about $12. This reflects slightly higher discount rate assumptions, modestly lower revenue growth expectations, and a lower future P/E multiple, even as longer term profit margin assumptions have increased.
Nouveau récit • Apr 08
Primary Care And AI Headwinds Will Challenge Cardiac Monitoring Expansion Yet Ultimately Support Progress
Catalysts About iRhythm Holdings iRhythm Holdings provides ambulatory cardiac monitoring services built around its Zio biosensor platform and related analytics. What are the underlying business or industry changes driving this perspective?Mise à jour du récit • Mar 31
IRTC: 2026 Guidance And DOJ Overhang Weakness Will Support Future Upside
iRhythm Holdings' updated fair value estimate edges up to about $211.43 per share, as analysts trim Street price targets into a tighter $184 to $225 range, citing sector wide multiple compression alongside Q4 execution and reiterated long term guidance. Analyst Commentary Research desks are consolidating around a tighter fair value band for iRhythm, with most recent moves involving modest price target trims that still sit above current Street lows.Mise à jour du récit • Mar 16
IRTC: 2026 Guidance And Sector Reset Will Support Future Upside
iRhythm Holdings’ updated analyst price target of $211, slightly below the prior fair value estimate of about $212.87, reflects analysts fine tuning assumptions on discount rate, profit margins and future P/E multiples following recent sector wide target resets and mixed, yet generally supportive, research commentary on the company’s growth profile. Analyst Commentary Recent research on iRhythm Holdings shows a cluster of target price revisions, with most firms trimming their numbers but generally maintaining positive or neutral ratings.Mise à jour du récit • Mar 02
IRTC: 2025 And 2026 Guidance Resilience Will Support Future Upside
Analysts have trimmed their average price target for iRhythm Holdings to about $213 from roughly $221 as they factor in lower valuation multiples across peers, while still highlighting recent revenue execution and margin improvement. Analyst Commentary Recent research on iRhythm shows a mix of optimism around execution and growth alongside a reset in valuation expectations, with several firms trimming price targets even as they acknowledge operational progress.Mise à jour du récit • Feb 16
IRTC: 2025 Revenue Update And 2026 Outlook Will Support Future Upside
Analysts have nudged their price targets on iRhythm Holdings higher, with updates such as Wells Fargo moving to $225 from $220 and Goldman Sachs to $211 from $202. They cited the company’s 2025 revenue update above prior guidance and a 2026 growth outlook of 17% to 18% as key supports.Mise à jour du récit • Feb 02
IRTC: 2025 Outlook And 2026 Expansion Will Support Future Market Share Gains
Analysts have raised their average price target for iRhythm by about $1, to roughly $221, citing the company's pre-announced 2025 revenue outlook above prior guidance and a 2026 revenue growth outlook of 17% to 18% as key supports for the updated view. Analyst Commentary Recent research on iRhythm points to a mix of optimism and caution, with price targets adjusted around the company’s updated 2025 and 2026 revenue outlook.Seeking Alpha • Jan 31
iRhythm: Structural Shift To Profitable Growth
Summary iRhythm is transitioning from speculative growth to a quality compounder, driven by operating leverage, expanding indications, and international growth. IRTC forecasts 2025 revenue over $740M and 2026 revenue of $870M-$880M, with adjusted EBITDA margin rising to 11.5%-12.5%. Penetration into primary care, expansion into sleep apnea and chronic disease markets, and international scaling underpin a robust, sustainable growth thesis. Despite valuation premium and execution risks, I see IRTC’s positive free cash flow and margin expansion as justifying a bullish stance. Read the full article on Seeking AlphaMise à jour du récit • Jan 19
IRTC: Future Core Business Momentum Will Support Cardiac Monitoring Market Share Gains
Analysts have nudged their fair value estimate for iRhythm to $220.60 from $218.60, tying the modest move higher to higher modeled revenue growth, slightly different profit margin assumptions, and updated P/E expectations following recent price target increases from several firms and the company’s revised 2025 and 2026 revenue outlook. Analyst Commentary Street research on iRhythm has recently focused on updated revenue outlooks for 2025 and 2026 and how those feed into valuation frameworks and price targets.Mise à jour du récit • Jan 04
IRTC: Future Core Business Momentum Will Drive Cardiac Monitoring Market Share Expansion
Analysts have nudged their blended fair value estimate for iRhythm Technologies modestly lower by about $2 to roughly $219, even as they lift published price targets into the low $200s. They cite a clean Q3 beat and raise, accelerating Zio AT adoption, and growing confidence in the durability of the company’s long term cardiac monitoring growth story.Mise à jour du récit • Dec 15
IRTC: Future Core Business Momentum Will Drive Stronger Market Share Expansion
Analysts nudged their average price target on iRhythm Technologies slightly higher to about $221 from roughly $220, citing consistent beat and raise quarters, stronger than expected Q3 results, and growing confidence in the long term growth trajectory of the Zio cardiac monitoring portfolio. Analyst Commentary Street research remains firmly constructive on iRhythm Technologies, with recent notes highlighting both accelerating fundamentals and a still demanding valuation backdrop.Mise à jour du récit • Nov 29
IRTC: Future Core Business Momentum Will Drive Stronger Market Share Gains
iRhythm Technologies' analyst price target was recently raised from $205 to $230, with analysts citing strong core business performance and increased confidence in the company's growth trajectory following a robust Q3 and elevated FY25 guidance. Analyst Commentary Recent analyst commentary highlights notable optimism around iRhythm Technologies’ execution and future prospects, but also flags several considerations that may temper enthusiasm.Mise à jour du récit • Nov 15
IRTC: Future Channel Partnerships Will Drive Continued Market Share Gains
Analysts have raised their price target for iRhythm Technologies from approximately $193 to nearly $220 per share. They cite continued core business strength, expanding Zio AT adoption, and management’s increased confidence in future growth as key factors.Article d’analyse • Nov 02
US$220 - That's What Analysts Think iRhythm Technologies, Inc. (NASDAQ:IRTC) Is Worth After These Results
iRhythm Technologies, Inc. ( NASDAQ:IRTC ) investors will be delighted, with the company turning in some strong numbers...Mise à jour du récit • Oct 31
IRTC: Future Performance Will Reflect Both Product Momentum And Regulatory Uncertainty
Analysts have raised their price target for iRhythm Technologies from $180 to $205 per share. They cite strong recent results, expanding market share, and a positive outlook for the company's Zio Monitor platform as reasons for the increase.Mise à jour du récit • Oct 17
Population Health And EHR Integration Will Redefine Remote Cardiac Care
iRhythm Technologies' analyst price target has increased from $186 to approximately $193. Analysts point to healthy revenue growth, expanded market reach, and positive physician feedback as drivers behind the upward revision.Mise à jour du récit • Oct 03
Population Health And EHR Integration Will Redefine Remote Cardiac Care
The consensus analyst price target for iRhythm Technologies has increased modestly from $182.62 to $186.00. Analysts cite positive physician feedback and expected market expansion as key drivers for their outlook.Article d’analyse • Aug 27
After Leaping 25% iRhythm Technologies, Inc. (NASDAQ:IRTC) Shares Are Not Flying Under The Radar
iRhythm Technologies, Inc. ( NASDAQ:IRTC ) shares have had a really impressive month, gaining 25% after a shaky period...Mise à jour du récit • Aug 27
Population Health And EHR Integration Will Redefine Remote Cardiac Care
The consensus analyst price target for iRhythm Technologies has increased to $181.62, driven by a proposed CMS reimbursement boost, robust MyZio app growth, management’s confidence in market share gains, and progress on FDA remediation, reflecting improved fundamentals and growth visibility. Analyst Commentary Proposed CMS Physician Fee Schedule includes a low-single digit reimbursement boost for mobile cardiac telemetry, reversing previous larger cuts and providing greater payment visibility.Article d’analyse • Aug 04
iRhythm Technologies, Inc. (NASDAQ:IRTC) Just Reported And Analysts Have Been Lifting Their Price Targets
A week ago, iRhythm Technologies, Inc. ( NASDAQ:IRTC ) came out with a strong set of second-quarter numbers that could...Article d’analyse • Jul 21
Would iRhythm Technologies (NASDAQ:IRTC) Be Better Off With Less Debt?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Nouveau récit • May 26
Ambulatory Monitoring And Digital Health Will Transform Global Markets
Accelerated global adoption of Zio and digital health integration is expanding iRhythm's market reach, operational efficiency, and recurring revenue streams.Article d’analyse • Apr 24
iRhythm Technologies, Inc.'s (NASDAQ:IRTC) Share Price Matching Investor Opinion
When you see that almost half of the companies in the Medical Equipment industry in the United States have...Article d’analyse • Apr 03
Would iRhythm Technologies (NASDAQ:IRTC) Be Better Off With Less Debt?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Article d’analyse • Feb 15
A Look At The Fair Value Of iRhythm Technologies, Inc. (NASDAQ:IRTC)
Key Insights iRhythm Technologies' estimated fair value is US$112 based on 2 Stage Free Cash Flow to Equity With US$112...Article d’analyse • Jan 31
Is It Too Late To Consider Buying iRhythm Technologies, Inc. (NASDAQ:IRTC)?
While iRhythm Technologies, Inc. ( NASDAQ:IRTC ) might not have the largest market cap around , it saw a significant...Article d’analyse • Jan 16
What You Can Learn From iRhythm Technologies, Inc.'s (NASDAQ:IRTC) P/S
You may think that with a price-to-sales (or "P/S") ratio of 5.8x iRhythm Technologies, Inc. ( NASDAQ:IRTC ) is a stock...Seeking Alpha • Oct 22
iRhythm Technologies: Today's 510(K) Victory May Only Be A Temporary Reprieve
Summary iRhythm's stock surged over 20% today after the FDA cleared its 510(k) submission for the Zio AT device, despite ongoing regulatory challenges. The company still faces significant hurdles, including a second 510(k) submission, FDA observations, and a DOJ subpoena, impacting its regulatory compliance and reputation. Financial performance remains a concern with projected 2024 revenues of $580-$590 million and no expected profits, questioning the long-term viability of the stock. Despite a potential contrarian trade opportunity, I remain cautious due to unresolved regulatory issues and insufficient revenue generation from iRhythm's products. Read the full article on Seeking AlphaArticle d’analyse • Oct 13
Take Care Before Jumping Onto iRhythm Technologies, Inc. (NASDAQ:IRTC) Even Though It's 26% Cheaper
Unfortunately for some shareholders, the iRhythm Technologies, Inc. ( NASDAQ:IRTC ) share price has dived 26% in the...Rendement pour les actionnaires
| IRTC | US Medical Equipment | US Marché | |
|---|---|---|---|
| 7D | 5.0% | -0.2% | -2.4% |
| 1Y | -22.6% | -20.7% | 21.5% |
Rendement vs Industrie: IRTC a sous-performé le secteur US Medical Equipment qui a rapporté -20.7 % au cours de l'année écoulée.
Rendement vs marché: IRTC a sous-performé le marché US qui a rapporté 21.5 % au cours de l'année écoulée.
Volatilité des prix
| IRTC volatility | |
|---|---|
| IRTC Average Weekly Movement | 6.1% |
| Medical Equipment Industry Average Movement | 8.7% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.1% |
Cours de l'action stable: IRTC n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de IRTC ( 6% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 2006 | 2,400 | Quentin Blackford | www.irhythmtech.com |
iRhythm Holdings, Inc. est une entreprise de soins de santé numériques qui se consacre à la conception, au développement et à la commercialisation d'une technologie basée sur des appareils qui fournit des services de surveillance cardiaque ambulatoire pour diagnostiquer les arythmies aux États-Unis. L'entreprise propose les services de surveillance cardiaque ambulatoire Zio, y compris la surveillance continue à long terme et à court terme, ainsi que des services de télémétrie cardiaque mobile. Elle propose également le système Zio Monitor, un système de surveillance à distance de l'électrocardiogramme (ECG) disponible sur ordonnance, composé d'un patch ECG qui enregistre le signal électrique du cœur en continu pendant 14 jours maximum ; le système Zio XT, un système de surveillance à distance de l'ECG disponible sur ordonnance, composé du patch Zio XT qui enregistre le signal électrique du cœur en continu pendant 14 jours maximum ; et le système logiciel d'utilisation de l'ECG Zio, qui prend en charge la capture et l'analyse des données ECG.
iRhythm Holdings, Inc. Résumé des fondamentaux
| IRTC statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$3.74b |
| Bénéfices(TTM) | -US$27.78m |
| Recettes(TTM) | US$787.85m |
4.7x
Ratio P/S-133.3x
Ratio P/ELe site IRTC est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| IRTC compte de résultat (TTM) | |
|---|---|
| Recettes | US$787.85m |
| Coût des recettes | US$228.46m |
| Marge brute | US$559.39m |
| Autres dépenses | US$587.17m |
| Les revenus | -US$27.78m |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | -0.85 |
| Marge brute | 71.00% |
| Marge bénéficiaire nette | -3.53% |
| Ratio dettes/capitaux propres | 403.4% |
Quelles ont été les performances à long terme de IRTC?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/06/11 20:37 |
| Cours de l'action en fin de journée | 2026/06/11 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
iRhythm Holdings, Inc. est couverte par 25 analystes. 15 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| David Rescott | Baird |
| Joanne Wuensch | BMO Capital Markets Equity Research |
| Stephanie Elghazi | BofA Global Research |