iRhythm Holdings（IRTC）株式概要
デジタルヘルスケア企業であるiRhythm Holdings, Inc.は、米国で不整脈を診断するための外来心臓モニタリングサービスを提供するデバイスベースの技術の設計、開発、商業化に従事している。 詳細
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Analyst Price Targets
iRhythm Holdings, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$112.67 |
| 52週高値 | US$212.00 |
| 52週安値 | US$101.75 |
| ベータ | 1.28 |
| 1ヶ月の変化 | -4.77% |
| 3ヶ月変化 | -0.29% |
| 1年変化 | -22.55% |
| 3年間の変化 | 8.63% |
| 5年間の変化 | 77.15% |
| IPOからの変化 | 332.51% |
最新ニュース
ナラティブの更新 • 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.ナラティブの更新 • 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
ナラティブの更新 • 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.ナラティブの更新 • 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.
新しいナラティブ • 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?ナラティブの更新 • 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.
新しいナラティブ • 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?ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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 Alphaナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...新しいナラティブ • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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 Alpha分析記事 • 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...株主還元
| IRTC | US Medical Equipment | US 市場 | |
|---|---|---|---|
| 7D | 5.0% | -0.2% | -2.4% |
| 1Y | -22.6% | -20.7% | 21.5% |
業界別リターン: IRTC過去 1 年間で-20.7 % の収益を上げたUS Medical Equipment業界を下回りました。
リターン対市場: IRTCは、過去 1 年間で21.5 % のリターンを上げたUS市場を下回りました。
価格変動
| 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% |
安定した株価: IRTC 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: IRTCの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2006 | 2,400 | Quentin Blackford | www.irhythmtech.com |
デジタルヘルスケア企業であるiRhythm Holdings, Inc.は、米国で不整脈を診断するための外来心臓モニタリングサービスを提供するデバイスベースの技術の設計、開発、商業化に従事している。同社は、長期および短期の連続モニタリングやモバイル心臓テレメトリーモニタリングサービスを含むZio外来心臓モニタリングサービスを提供している。また、心臓からの電気信号を最長14日間連続記録するパッチ型心電図モニターで構成される処方箋専用の遠隔心電図（ECG）モニタリングシステム「Zio Monitor System」、心臓からの電気信号を最長14日間連続記録するZio XTパッチで構成される処方箋専用の遠隔心電図モニタリングシステム「Zio XT System」、ECGデータの取得と解析をサポートする「Zio ECG Utilization Software System」を提供している。また、処方箋専用の遠隔心電図モニタリングシステムであるZio ATシステムも提供している。Zio ATシステムは、心臓からの電気信号を最長14日間連続記録するZio ATパッチで構成され、患者の装着期間中、パッチとZEUSシステム間の接続を提供するZio ATワイヤレスゲートウェイを内蔵している。BioIS社とは、パルスオキシメトリー、加速度計、トレンド非侵襲血圧技術を開発・商品化し、外来心臓モニタリング製品およびサービスに使用するための共同開発契約を結んでいる。同社は以前はiRhythm Technologies, Inc.として知られていたが、2026年1月にiRhythm Holdings, Inc.に社名を変更した。iRhythm Holdings, Inc.は2006年に法人化され、カリフォルニア州サンフランシスコに本社を置いている。
iRhythm Holdings, Inc. 基礎のまとめ
| IRTC 基礎統計学 | |
|---|---|
| 時価総額 | US$3.74b |
| 収益（TTM） | -US$27.78m |
| 売上高(TTM) | US$787.85m |
4.7x
P/Sレシオ-133.3x
PER（株価収益率IRTC は割高か？
公正価値と評価分析を参照収益と収入
| IRTC 損益計算書（TTM） | |
|---|---|
| 収益 | US$787.85m |
| 売上原価 | US$228.46m |
| 売上総利益 | US$559.39m |
| その他の費用 | US$587.17m |
| 収益 | -US$27.78m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | -0.85 |
| グロス・マージン | 71.00% |
| 純利益率 | -3.53% |
| 有利子負債／自己資本比率 | 403.4% |
IRTC の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/11 12:56 |
| 終値 | 2026/06/11 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
iRhythm Holdings, Inc. 15 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。25
| アナリスト | 機関 |
|---|---|
| David Rescott | Baird |
| Joanne Wuensch | BMO Capital Markets Equity Research |
| Stephanie Elghazi | BofA Global Research |