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LivaNova PLCNasdaqGS:LIVN 株式レポート

時価総額 US$4.4b
株価
US$79.39
US$80.6
1.5% 割安 内在価値ディスカウント
1Y73.5%
7D9.7%
1D
ポートフォリオ価値
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LivaNova PLC

NasdaqGS:LIVN 株式レポート

時価総額:US$4.4b

LivaNova(LIVN)株式概要

医療技術企業であるLivaNova PLCは、米国、英国、ドイツ、フランス、イタリア、オランダ、スペイン、ベルギー、ポーランド、スウェーデン、スイス、オーストリア、ノルウェー、ポルトガル、フィンランド、デンマーク、そして世界各国において、製品、治療法、サービスの設計、開発、製造、マーケティング、販売を行っている。 詳細

LIVN ファンダメンタル分析
スノーフレーク・スコア
評価2/6
将来の成長3/6
過去の実績3/6
財務の健全性6/6
配当金0/6

報酬

リスク分析

LIVN リスクチェックを通過した。

LIVN Community Fair Values

Create Narrative

See what 8 others think this stock is worth. Follow their fair value or set your own to get alerts.

LivaNova PLC 競合他社

価格と性能

株価の高値、安値、推移の概要LivaNova
過去の株価
現在の株価US$79.39
52週高値US$80.74
52週安値US$41.02
ベータ0.88
1ヶ月の変化13.41%
3ヶ月変化29.24%
1年変化73.49%
3年間の変化59.55%
5年間の変化-3.48%
IPOからの変化561.58%

最新ニュース

ナラティブの更新 Jun 12

LIVN: Sleep Apnea Trial Progress And PMA Win Support Balanced 2026 Outlook

Analysts have nudged their price target on LivaNova higher by $3, reflecting updated assumptions around fair value, discount rate, and future P/E expectations. What's in the News The journal Annals of Internal Medicine published 12-month data from LivaNova's OSPREY randomized controlled trial, covering safety and efficacy of proximal hypoglossal nerve stimulation using the aura6000 System for moderate to severe obstructive sleep apnea, supporting clinically significant improvements in apnea metrics and patient-reported outcomes.
Seeking Alpha Jun 11

LivaNova: My Targets Hold, Maintaining My Rating For H2

Summary LivaNova remains a 'HOLD' with a maintained $68/share price target, reflecting cautious optimism amid recent outperformance. Recent double-digit AEPS and revenue growth are offset by margin compression, segment mix concerns, and a lack of dividend support. Valuation appears stretched above 15x P/E, with historical cycles of overvaluation and subsequent normalization limiting near-term upside. LIVN's risks include slowing neuromodulation growth, unproven new products, and reliance on currency effects rather than organic demand. Read the full article on Seeking Alpha
ナラティブの更新 May 29

LIVN: 2026 Outlook Balances Sleep Apnea Progress With Execution And Margin Risks

Analysts have nudged their price target on LivaNova up by $1 to reflect updated assumptions around slightly higher revenue growth, a wider profit margin and a lower future P/E multiple, supported in part by recent Street research, including the $3 price target increase at Barclays. Analyst Commentary Bullish Takeaways Bullish analysts see the recent price target increase as consistent with expectations for steadier revenue contribution from LivaNova's existing portfolio, which they view as reasonably aligned with the updated assumptions on growth.

Recent updates

ナラティブの更新 Jun 12

LIVN: Sleep Apnea Trial Progress And PMA Win Support Balanced 2026 Outlook

Analysts have nudged their price target on LivaNova higher by $3, reflecting updated assumptions around fair value, discount rate, and future P/E expectations. What's in the News The journal Annals of Internal Medicine published 12-month data from LivaNova's OSPREY randomized controlled trial, covering safety and efficacy of proximal hypoglossal nerve stimulation using the aura6000 System for moderate to severe obstructive sleep apnea, supporting clinically significant improvements in apnea metrics and patient-reported outcomes.
Seeking Alpha Jun 11

LivaNova: My Targets Hold, Maintaining My Rating For H2

Summary LivaNova remains a 'HOLD' with a maintained $68/share price target, reflecting cautious optimism amid recent outperformance. Recent double-digit AEPS and revenue growth are offset by margin compression, segment mix concerns, and a lack of dividend support. Valuation appears stretched above 15x P/E, with historical cycles of overvaluation and subsequent normalization limiting near-term upside. LIVN's risks include slowing neuromodulation growth, unproven new products, and reliance on currency effects rather than organic demand. Read the full article on Seeking Alpha
ナラティブの更新 May 29

LIVN: 2026 Outlook Balances Sleep Apnea Progress With Execution And Margin Risks

Analysts have nudged their price target on LivaNova up by $1 to reflect updated assumptions around slightly higher revenue growth, a wider profit margin and a lower future P/E multiple, supported in part by recent Street research, including the $3 price target increase at Barclays. Analyst Commentary Bullish Takeaways Bullish analysts see the recent price target increase as consistent with expectations for steadier revenue contribution from LivaNova's existing portfolio, which they view as reasonably aligned with the updated assumptions on growth.
ナラティブの更新 May 05

LIVN: 2026 Outlook And Core Franchises Will Support Constructive Repricing

The updated analyst price target for LivaNova edges slightly lower to about $79.18 from $79.91, even as analysts point to recent Q4 strength, better than expected neuromodulation and cardiopulmonary results, and a solid 2026 outlook as support for their models. Analyst Commentary Recent Street research reflects a generally positive tone on LivaNova, with several firms lifting their price targets following Q4 results and updated 2026 commentary.
ナラティブの更新 Apr 20

LIVN: 2026 Core Execution And OSA Expansion Will Test Fair Value View

The analyst price target for LivaNova has been raised by a few dollars per share, with the higher range of $73 to $85 cited in connection with stronger recent results, a firmer 2026 outlook, and expectations for sustained contributions from neuromodulation and cardiopulmonary. Analyst Commentary Recent Street research on LivaNova clusters in a higher target range of about $73 to $85, with most analysts pointing to recent results, solid contributions from neuromodulation and cardiopulmonary, and management's 2026 outlook as key inputs to their updated models.
ナラティブの更新 Apr 06

LIVN: 2026 Execution In Core Segments Will Test Fair Value View

Analysts have increased the blended price target for LivaNova by several dollars into the low to mid $70s, reflecting Q4 outperformance, constructive 2026 commentary, and updated models that indicate solid contributions from both neuromodulation and cardiopulmonary segments. Analyst Commentary Recent Street commentary around LivaNova clusters around upward revisions to price targets, but the tone is not uniformly bullish.
ナラティブの更新 Mar 22

LIVN: 2026 Setup And Core Franchises Will Support Constructive Repricing

The updated analyst price target for LivaNova rises from about $73 to roughly $80, reflecting analysts' responses to recent Q4 results, revised models for 2026, and supportive commentary on the company's neuromodulation and cardiopulmonary performance. Analyst Commentary Recent research updates show a cluster of higher price targets for LivaNova, with analysts focusing on Q4 performance, expectations for 2026, and the contribution from neuromodulation and cardiopulmonary.
ナラティブの更新 Mar 08

LIVN: Fairly Valued As 2026 Outlook Offsets Multiple Compression Risk

The updated analyst price target for LivaNova moves from a fair value estimate of $56 to about $67. Analysts point to recent price target hikes across the Street that reference Q4 outperformance, solid 2026 commentary, and expectations for consistent organic growth as key supports for the revised view.
ナラティブの更新 Feb 22

LIVN: 2026 Organic Drivers And Medicare Shift Will Support Re Rating

Narrative Update on LivaNova LivaNova’s updated analyst price targets, rising by roughly $8 to $12 per share into the mid to high $60s and low $70s, reflect analysts’ use of higher target multiples in line with comparable MedTech names. They also indicate a view that organic growth will play a larger role in relative valuation from 2026 onward.
ナラティブの更新 Feb 08

LIVN: Higher 2026 Medtech Multiples And Reimbursement Shift Will Drive Re Rating

Narrative Update on LivaNova LivaNova's analyst price targets have shifted higher into a roughly mid US$60s to US$70 range. Analysts point to adjusted target multiples that align more closely with comparable MedTech names and updated views on organic growth and sector setup into 2026.
ナラティブの更新 Jan 25

LIVN: Improved Reimbursement And 2026 Reset Will Support Constructive Repricing

Narrative Update The analyst price target on LivaNova has been lifted from about US$69 to roughly US$73 as analysts factor in higher target multiples, in line with recent moves in comparable MedTech names and modestly more constructive views reflected in updated fair value, discount rate, revenue growth, profit margin and forward P/E assumptions. Analyst Commentary Recent research updates on LivaNova cluster around higher price targets and a reset in expectations for 2026, with most of the discussion focused on how the shares should trade relative to other MedTech names as fundamentals and valuation reconnect.
ナラティブの更新 Jan 09

LIVN: Higher Medtech Multiples And Reimbursement Changes Will Support Re Rating

The analyst fair value estimate for LivaNova has moved from US$80 to US$86, reflecting analysts' use of higher target P/E multiples in line with recent moves in comparable MedTech names and updated views on revenue growth and profit margins. Analyst Commentary Bullish analysts are lifting their targets for LivaNova, pointing to higher target P/E multiples that are more in line with comparable MedTech peers.
ナラティブの更新 Dec 26

LIVN: Higher Reimbursement Will Still Leave Shares Vulnerable To Multiple Compression

Analysts have modestly raised their price target on LivaNova to $56.00 per share. This reflects slightly stronger long term revenue growth and margin expectations, partially offset by a lower assumed future earnings multiple and a marginally higher discount rate.
ナラティブの更新 Dec 12

LIVN: Improved Reimbursement And Raised Guidance Will Support Measured 2025 Outlook

Analysts have modestly revised their price target for LivaNova to remain effectively unchanged at approximately 69 dollars per share. This reflects stable assumptions around revenue growth, profitability, and valuation multiples, despite only incremental tweaks to the discount rate and long term earnings expectations.
分析記事 Dec 07

Improved Revenues Required Before LivaNova PLC (NASDAQ:LIVN) Stock's 26% Jump Looks Justified

LivaNova PLC ( NASDAQ:LIVN ) shareholders would be excited to see that the share price has had a great month, posting a...
ナラティブの更新 Nov 28

LIVN: Reimbursement Rate Increases And Guidance Raise Will Support 2025 Momentum

Analysts have slightly raised their price target for LivaNova, increasing it from $69.00 to $69.10. This change reflects incremental improvements in profit margin and discount rate assumptions.
ナラティブの更新 Nov 14

LIVN: Upgraded 2025 Outlook Will Drive Confidence Amid Business Momentum

Narrative Update on LivaNova Analyst Price Target Analysts have raised their price target for LivaNova by $4, now valuing the company at $69.00. This update reflects revised models that take into account management’s updated 2025 outlook and improved revenue growth projections.
分析記事 Aug 17

Optimistic Investors Push LivaNova PLC (NASDAQ:LIVN) Shares Up 28% But Growth Is Lacking

LivaNova PLC ( NASDAQ:LIVN ) shareholders would be excited to see that the share price has had a great month, posting a...
ナラティブの更新 Aug 08

Aging Populations And China Expansion Will Drive Device Adoption

Despite consensus revenue growth forecasts increasing to 6.4% and future P/E declining to 26.83x, LivaNova’s analyst price target remained unchanged at $64.70. What's in the News LivaNova raised full-year 2025 revenue growth guidance to 8.0-9.0% (constant currency) and 9.0-10.0% (organic).
分析記事 Aug 03

LivaNova (NASDAQ:LIVN) Has A Pretty Healthy Balance Sheet

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 Jul 07

LivaNova (NASDAQ:LIVN) Is Experiencing Growth In Returns On Capital

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...
分析記事 Apr 11

With LivaNova PLC (NASDAQ:LIVN) It Looks Like You'll Get What You Pay For

LivaNova PLC's ( NASDAQ:LIVN ) price-to-earnings (or "P/E") ratio of 29.3x might make it look like a strong sell right...
分析記事 Mar 21

Should You Think About Buying LivaNova PLC (NASDAQ:LIVN) Now?

LivaNova PLC ( NASDAQ:LIVN ), is not the largest company out there, but it received a lot of attention from a...
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新しいナラティブ Mar 11

Investment In Obstructive Sleep Apnea And DTD Therapies Will Strengthen Future Market Position

Strategic focus on obstructive sleep apnea and cardiopulmonary advancements is key for revenue growth and market expansion.
分析記事 Feb 28

LivaNova PLC Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

It's been a mediocre week for LivaNova PLC ( NASDAQ:LIVN ) shareholders, with the stock dropping 15% to US$40.93 in the...
分析記事 Feb 25

We Like These Underlying Return On Capital Trends At LivaNova (NASDAQ:LIVN)

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
分析記事 Dec 28

LivaNova PLC's (NASDAQ:LIVN) Price Is Right But Growth Is Lacking

You may think that with a price-to-sales (or "P/S") ratio of 2x LivaNova PLC ( NASDAQ:LIVN ) is a stock worth checking...
分析記事 Nov 12

We Think LivaNova's (NASDAQ:LIVN) Profit Is Only A Baseline For What They Can Achieve

Even though LivaNova PLC ( NASDAQ:LIVN ) posted strong earnings, investors appeared to be underwhelmed. We did some...
分析記事 Nov 03

LivaNova PLC Beat Analyst Estimates: See What The Consensus Is Forecasting For Next Year

A week ago, LivaNova PLC ( NASDAQ:LIVN ) came out with a strong set of third-quarter numbers that could potentially...
分析記事 Oct 31

LivaNova (NASDAQ:LIVN) Is Experiencing Growth In Returns On Capital

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...
Seeking Alpha Oct 18

LivaNova: Economics Should Start Making Sustained Improvements

Summary LivaNova's Essenz product drives revenue growth, with successful rollout and premium pricing boosting guidance despite tough comparisons into the end of the year. Neuromodulation revenues, particularly from epilepsy treatments, show consistent growth, with underpenetrated markets and strong economics supporting secular growth. Discontinuation of the ANTHEM trial and nearing end of the DTD trial is setting up margins for sustained improvements together with operating leverage on growth. Despite potential liabilities from an Italian lawsuit, valuation looks compelling based on implied value of the DTD option, where they will decide on commercialization next year. Even outside the DTD growth opportunity, recurring economics and medical device industry margins suggest sustained improvements in economics coming. Read the full article on Seeking Alpha
分析記事 Oct 02

Are Investors Undervaluing LivaNova PLC (NASDAQ:LIVN) By 31%?

Key Insights The projected fair value for LivaNova is US$76.07 based on 2 Stage Free Cash Flow to Equity Current share...
分析記事 Aug 21

LivaNova PLC's (NASDAQ:LIVN) Prospects Need A Boost To Lift Shares

LivaNova PLC's ( NASDAQ:LIVN ) price-to-sales (or "P/S") ratio of 2.1x might make it look like a buy right now compared...
分析記事 Jul 30

LivaNova (NASDAQ:LIVN) Might Have The Makings Of A Multi-Bagger

There are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...
分析記事 Jul 04

At US$52.79, Is It Time To Put LivaNova PLC (NASDAQ:LIVN) On Your Watch List?

LivaNova PLC ( NASDAQ:LIVN ), is not the largest company out there, but it saw significant share price movement during...
分析記事 Jun 13

Is LivaNova PLC (NASDAQ:LIVN) Trading At A 31% Discount?

Key Insights LivaNova's estimated fair value is US$76.63 based on 2 Stage Free Cash Flow to Equity Current share price...
Seeking Alpha May 12

LivaNova: Focus Is Paying Off

Summary LivaNova has streamlined operations and increased income by shutting down ANTHEM trials and releasing new, premium products. Operating margins have improved from 10% to 18% due to savings in R&D and the mix effects from Essenz. LIVN's epilepsy products are scaling, with new implants driving growth and a strong recurring revenue base. Capacity expansions are coming for oxygenators which will increase cardiopulmonary segment volumes starting next quarter. Remaining trials are promising yet are being given an implied negative options value, a testament to the existing businesses and also to the value case. Read the full article on Seeking Alpha

株主還元

LIVNUS Medical EquipmentUS 市場
7D9.7%-0.5%0.8%
1Y73.5%-20.2%24.2%

業界別リターン: LIVN過去 1 年間で-20.2 % の収益を上げたUS Medical Equipment業界を上回りました。

リターン対市場: LIVN過去 1 年間で24.2 % の収益を上げたUS市場を上回りました。

価格変動

Is LIVN's price volatile compared to industry and market?
LIVN volatility
LIVN Average Weekly Movement6.4%
Medical Equipment Industry Average Movement8.7%
Market Average Movement7.2%
10% most volatile stocks in US Market16.8%
10% least volatile stocks in US Market3.1%

安定した株価: LIVN 、 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: LIVN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
20153,300Vladimir Makatsariawww.livanova.com

医療技術企業であるLivaNova PLCは、米国、英国、ドイツ、フランス、イタリア、オランダ、スペイン、ベルギー、ポーランド、スウェーデン、スイス、オーストリア、ノルウェー、ポルトガル、フィンランド、デンマーク、そして世界各国において、製品、治療法、サービスの設計、開発、製造、マーケティング、販売を行っている。同社は、人工心肺事業と神経調節事業の2つの分野で事業を展開している。人工心肺部門は、人工心肺装置、酸素供給装置、自動輸血システム、灌流チューブシステム、カニューレ、その他関連アクセサリーを含む人工心肺製品、および関連製品のサービスを提供している。神経調節部門では、迷走神経を刺激する植え込み型パルス発生器および接続リードであるVNS治療システム、植え込み手技を補助する手術機器、機器および取扱説明書、薬剤抵抗性てんかんや治療困難なうつ病を治療するための神経調節療法を行う機器を提供している。また、閉塞性睡眠時無呼吸症候群治療用のリバノバ社のオーラ6000システムの開発および臨床試験もこのセグメントに含まれる。灌流専門医、神経内科医、脳神経外科医、その他の医療専門家、病院、その他の医療機関、医療提供者を顧客としている。同社は直販代理店、代理店、独立代理店を組み合わせて医療機器を販売している。リバノバPLCは2015年に設立され、英国ロンドンに本社を置いている。

LivaNova PLC 基礎のまとめ

LivaNova の収益と売上を時価総額と比較するとどうか。
LIVN 基礎統計学
時価総額US$4.36b
収益(TTM)US$107.15m
売上高(TTM)US$1.43b
40.7x
PER(株価収益率
3.0x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
LIVN 損益計算書(TTM)
収益US$1.43b
売上原価US$460.79m
売上総利益US$972.67m
その他の費用US$865.52m
収益US$107.15m

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)1.95
グロス・マージン67.85%
純利益率7.47%
有利子負債/自己資本比率23.8%

LIVN 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2026/06/14 03:16
終値2026/06/12 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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

LivaNova PLC 10 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 RescottBaird
Matthew MiksicBarclays
Scott BardoBerenberg