Integer Holdings (ITGR) 주식 개요
인티저 홀딩스는 미국, 코스타리카, 푸에르토리코, 아일랜드 및 전 세계에서 의료 기기 계약 개발 및 제조 회사로 운영되고 있습니다. 자세히 보기
ITGR Community Fair Values
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Analyst Price Targets
Integer Holdings Corporation 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$89.28 |
| 52주 최고가 | US$123.78 |
| 52주 최저가 | US$62.00 |
| 베타 | 0.66 |
| 1개월 변동 | 4.84% |
| 3개월 변동 | 5.22% |
| 1년 변동 | -24.54% |
| 3년 변동 | 11.09% |
| 5년 변동 | -1.32% |
| IPO 이후 변동 | 290.30% |
최근 뉴스 및 업데이트
Seeking Alpha • May 21
Integer Holdings: Rare Public Asset Soon To Be Sold
Summary Integer Holdings Corp. is a unique, high-quality medical device CDMO trading at a depressed ~10x EBITDA multiple after a temporary growth slowdown. A strategic review, prompted by activist involvement and heightened buyer interest, positions ITGR for a likely sale within three to four months. Precedent CDMO transactions support a fair value of $110–125/share (13–14x forward EBITDA), offering 20–40% upside with limited downside risk. ITGR’s entrenched OEM relationships, high switching costs, and diversified pipeline underpin its competitive moat and long-term growth prospects. Read the full article on Seeking Alpha
내러티브 업데이트 • May 07
ITGR: Fair View Sees 2026 Product Drag Easing As Portfolio Review Progresses
Integer Holdings' analyst fair value estimate has increased from $93.25 to $95.00 as analysts factor in updated price targets from Citi, BofA, and Raymond James, along with more cautious assumptions for growth, margins, and future P/E multiples. Analyst Commentary Bullish Takeaways Bullish analysts see room for upside in the stock as recent price targets such as US$101 indicate confidence in the company’s ability to support a higher valuation over time.내러티브 업데이트 • Apr 20
ITGR: Fair View Expects 2026 Product Drag To Fade As Pipeline Builds
Analysts have lifted their price targets on Integer Holdings to a range of about $92 to $101, reflecting updated views on the timing of headwinds from underperforming products and the potential contribution from new products after 2026. Analyst Commentary Recent price target revisions cluster in a range of about $92 to $101, which signals that analysts see room for upside but also recognize execution questions around product transitions and growth consistency.Recent updates
Seeking Alpha • May 21
Integer Holdings: Rare Public Asset Soon To Be Sold
Summary Integer Holdings Corp. is a unique, high-quality medical device CDMO trading at a depressed ~10x EBITDA multiple after a temporary growth slowdown. A strategic review, prompted by activist involvement and heightened buyer interest, positions ITGR for a likely sale within three to four months. Precedent CDMO transactions support a fair value of $110–125/share (13–14x forward EBITDA), offering 20–40% upside with limited downside risk. ITGR’s entrenched OEM relationships, high switching costs, and diversified pipeline underpin its competitive moat and long-term growth prospects. Read the full article on Seeking Alpha내러티브 업데이트 • May 07
ITGR: Fair View Sees 2026 Product Drag Easing As Portfolio Review Progresses
Integer Holdings' analyst fair value estimate has increased from $93.25 to $95.00 as analysts factor in updated price targets from Citi, BofA, and Raymond James, along with more cautious assumptions for growth, margins, and future P/E multiples. Analyst Commentary Bullish Takeaways Bullish analysts see room for upside in the stock as recent price targets such as US$101 indicate confidence in the company’s ability to support a higher valuation over time.내러티브 업데이트 • Apr 20
ITGR: Fair View Expects 2026 Product Drag To Fade As Pipeline Builds
Analysts have lifted their price targets on Integer Holdings to a range of about $92 to $101, reflecting updated views on the timing of headwinds from underperforming products and the potential contribution from new products after 2026. Analyst Commentary Recent price target revisions cluster in a range of about $92 to $101, which signals that analysts see room for upside but also recognize execution questions around product transitions and growth consistency.내러티브 업데이트 • Apr 05
ITGR: Fair View Sees 2026 Headwinds Easing As Newer Products Gain Traction
Analysts have raised Integer Holdings' implied price target range to about $92 to $101. This reflects updated views that near term product headwinds could ease by 2026, supported by contributions from newer products.내러티브 업데이트 • Mar 20
ITGR: Fair View Sees 2026 Product Headwinds Easing As Recovery Progresses
Analysts have nudged their price expectations for Integer Holdings higher, with the updated fair value moving from $92.63 to $93.25 as they factor in recent target increases and ongoing work to address product headwinds and potential future growth drivers. Analyst Commentary Bullish Takeaways Bullish analysts see the higher price targets, now clustered in the low to low triple digits, as recognition that recent headwinds are already reflected in expectations and that current valuation assumes a measured recovery path.내러티브 업데이트 • Mar 06
ITGR: Fair View Balances 2026 Product Headwinds And New Launch Recovery
Narrative Update Analysts have lifted their blended price target on Integer Holdings to $92.63 from $85.57, citing updated views on future P/E, revenue growth headwinds tied to a few underperforming products and an eventual recovery supported by new product contributions. Analyst Commentary Recent research has focused on how Integer balances valuation against execution risks tied to specific product headwinds and future growth ambitions.내러티브 업데이트 • Feb 19
ITGR: Fair Value Holds As FY26 Reacceleration Faces Confidence Rebuild
Analysts have trimmed their price target on Integer Holdings to $86 from $88, citing expectations that it may take a few quarters before investors gain confidence in a potential reacceleration discussed for the second half of FY26. Analyst Commentary Recent research reflects a slightly more cautious stance on Integer Holdings, with the price target adjusted to $86 from $88.내러티브 업데이트 • Feb 05
ITGR: Fair Value Holds As 2026 Reacceleration Awaits Coatings Asset Integration
Analysts reduced their price target for Integer Holdings to US$86 from US$88, citing expectations that it may take a few quarters before investors are comfortable underwriting a potential re acceleration in the second half of FY26. Analyst Commentary Bullish Takeaways Bullish analysts maintain a positive stance on the shares, suggesting they still see support for the current valuation even with a slightly lower price target.내러티브 업데이트 • Jan 21
ITGR: Fair Value Suggests Recovery As 2026 Demand Visibility Gradually Improves
Analysts have modestly trimmed their blended price target for Integer Holdings to about $86, down from prior targets clustered closer to $88 and above. This reflects caution around the company's softer 2026 outlook and reduced visibility on the timing of any potential demand recovery.내러티브 업데이트 • Jan 07
ITGR: Fair Value Suggests Shares Will Recover As 2026 Visibility Improves
Analysts have inched their fair value estimate for Integer Holdings higher to about US$85.57 from roughly US$84.29, reflecting lower assumed discount rates and a slightly higher future P/E multiple. This follows recent research updates that cut price targets and ratings but still highlight the potential for recovery once revenue visibility improves.내러티브 업데이트 • Dec 17
ITGR: Shares Will Recover As 2026 Demand Visibility And Orders Gradually Stabilize
The analyst price target for Integer Holdings has been trimmed modestly, with analysts citing reduced 2026 visibility, order and demand headwinds across several newer product launches, and a longer wait for growth reacceleration as reasons for resetting expectations, even as they see the recent share price pullback as overdone. Analyst Commentary Bullish analysts acknowledge the near term reset to expectations but argue that the recent compression in Integer Holdings valuation already discounts a prolonged period of slower growth and execution risk.내러티브 업데이트 • Dec 03
ITGR: Shares Will Recover As 2026 Demand Visibility Gradually Improves
Analysts have trimmed their price target on Integer Holdings slightly, to about $84.57 from roughly $84.86, as they factor in softer near term visibility and delayed confidence in a second half 2026 re acceleration, despite longer term optimism about the company’s recovery and customer relationships. Analyst Commentary Street research following Integer Holdings recent update reflects a sharply reset near term outlook, but also a degree of longer term confidence in the company’s strategic positioning and customer relationships.내러티브 업데이트 • Nov 19
ITGR: Shares Will Recover As Order Headwinds Are Resolved
Integer Holdings' average analyst price target has sharply decreased, dropping from above $120 to a range of $77 to $88. Analysts cite concerns that recent order shifts, lowered guidance, and uncertainty in the 2026 outlook justify a reset in valuation expectations for the stock.분석 기사 • Nov 06
What You Can Learn From Integer Holdings Corporation's (NYSE:ITGR) P/E After Its 35% Share Price Crash
Integer Holdings Corporation ( NYSE:ITGR ) shareholders that were waiting for something to happen have been dealt a...분석 기사 • Nov 05
Some May Be Optimistic About Integer Holdings' (NYSE:ITGR) Earnings
The most recent earnings report from Integer Holdings Corporation ( NYSE:ITGR ) was disappointing for shareholders...내러티브 업데이트 • Nov 05
ITGR: Shares Will Recover As Demand Normalizes And Inventory Pressures Ease
Integer Holdings’ analyst price target has been revised significantly lower, dropping from approximately $137 to $85 per share. Analysts cite headwinds from reduced revenue growth expectations and a weaker 2026 outlook following order changes to three key products.내러티브 업데이트 • Oct 22
Analysts Lower Integer Holdings Price Target Amid Cautious Sector Outlook and Stable Growth Projections
Analysts have lowered their price target for Integer Holdings from $137.00 to $121.00, citing market volatility concerns and a cautious outlook for new investment within the MedTech sector, even as expectations remain for healthy quarterly performance. Analyst Commentary Recent analyst notes provide a balanced view of Integer Holdings, with both optimism and caution expressed regarding the company’s outlook and sector dynamics.분석 기사 • Sep 09
Is It Too Late To Consider Buying Integer Holdings Corporation (NYSE:ITGR)?
While Integer Holdings Corporation ( NYSE:ITGR ) might not have the largest market cap around , it received a lot of...분석 기사 • Aug 12
What You Can Learn From Integer Holdings Corporation's (NYSE:ITGR) P/E
With a price-to-earnings (or "P/E") ratio of 44.1x Integer Holdings Corporation ( NYSE:ITGR ) may be sending very...분석 기사 • Jul 22
We Think Integer Holdings (NYSE:ITGR) Can Stay On Top Of Its Debt
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...분석 기사 • Jul 08
Integer Holdings Corporation (NYSE:ITGR) Shares Could Be 30% Below Their Intrinsic Value Estimate
Key Insights Integer Holdings' estimated fair value is US$167 based on 2 Stage Free Cash Flow to Equity Integer...분석 기사 • Jun 25
Returns On Capital At Integer Holdings (NYSE:ITGR) Have Stalled
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...분석 기사 • May 25
Is Now The Time To Look At Buying Integer Holdings Corporation (NYSE:ITGR)?
Integer Holdings Corporation ( NYSE:ITGR ), might not be a large cap stock, but it saw a double-digit share price rise...분석 기사 • May 02
Some May Be Optimistic About Integer Holdings' (NYSE:ITGR) Earnings
Shareholders appeared unconcerned with Integer Holdings Corporation's ( NYSE:ITGR ) lackluster earnings report last...분석 기사 • Apr 15
These 4 Measures Indicate That Integer Holdings (NYSE:ITGR) Is Using Debt Reasonably Well
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...분석 기사 • Apr 03
Estimating The Intrinsic Value Of Integer Holdings Corporation (NYSE:ITGR)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Integer Holdings fair value estimate is US$143 Integer...분석 기사 • Mar 20
Integer Holdings (NYSE:ITGR) Hasn't Managed To Accelerate Its Returns
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...분석 기사 • Jan 28
What Is Integer Holdings Corporation's (NYSE:ITGR) Share Price Doing?
Integer Holdings Corporation ( NYSE:ITGR ), is not the largest company out there, but it saw a double-digit share price...분석 기사 • Jan 14
Here's Why Integer Holdings (NYSE:ITGR) Has Caught The Eye Of Investors
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...분석 기사 • Jan 01
Integer Holdings Corporation's (NYSE:ITGR) Share Price Matching Investor Opinion
Integer Holdings Corporation's ( NYSE:ITGR ) price-to-earnings (or "P/E") ratio of 38.2x might make it look like a...분석 기사 • Dec 04
Returns On Capital At Integer Holdings (NYSE:ITGR) Have Hit The Brakes
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...분석 기사 • Oct 18
Integer Holdings (NYSE:ITGR) Has A Pretty Healthy Balance Sheet
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...분석 기사 • Oct 05
Is Now An Opportune Moment To Examine Integer Holdings Corporation (NYSE:ITGR)?
Integer Holdings Corporation ( NYSE:ITGR ), is not the largest company out there, but it saw a decent share price...Seeking Alpha • Oct 02
Integer Holdings: More Than Re-Rated Here
Summary Integer Holdings shares have surged over 25% this year due to resilient organic growth and margin expansion, leaving current valuation multiples demanding. The company, a major medical device manufacturer, has shown solid growth, with revenues doubling over the past decade to $1.6 billion in 2023. Despite a solid performance, Integer's high valuation multiples and leverage make me cautious, as recent bolt-on deals haven't significantly impacted the investment thesis. With shares trading at 25 times earnings and premium expectations, I see no reason to chase the stock at all-time highs for long-term risk-reward. Read the full article on Seeking Alpha분석 기사 • Sep 22
Here's Why Integer Holdings (NYSE:ITGR) Has Caught The Eye Of Investors
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
새로운 내러티브 • Sep 02
Expanding In High-Growth Markets With Calculated Acquisitions Boosts Revenue Potential
Strong customer demand and operational improvements are poised to drive significant revenue growth and expand operating margins.분석 기사 • Aug 28
Here's What To Make Of Integer Holdings' (NYSE:ITGR) Decelerating Rates Of Return
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...분석 기사 • Aug 16
What You Can Learn From Integer Holdings Corporation's (NYSE:ITGR) P/E
With a price-to-earnings (or "P/E") ratio of 38.4x Integer Holdings Corporation ( NYSE:ITGR ) may be sending very...분석 기사 • Jul 28
Estimating The Fair Value Of Integer Holdings Corporation (NYSE:ITGR)
Key Insights The projected fair value for Integer Holdings is US$120 based on 2 Stage Free Cash Flow to Equity Current...주주 수익률
| ITGR | US Medical Equipment | US 시장 | |
|---|---|---|---|
| 7D | 1.3% | 4.4% | 1.0% |
| 1Y | -24.5% | -17.9% | 28.7% |
수익률 대 산업: ITGR은 지난 1년 동안 -17.9%의 수익을 기록한 US Medical Equipment 산업보다 저조한 성과를 냈습니다.
수익률 대 시장: ITGR은 지난 1년 동안 28.7%를 기록한 US 시장보다 저조한 성과를 냈습니다.
주가 변동성
| ITGR volatility | |
|---|---|
| ITGR Average Weekly Movement | 4.4% |
| Medical Equipment Industry Average Movement | 8.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
안정적인 주가: ITGR는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: ITGR의 주간 변동성(4%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1970 | 11,000 | Payman Khales | www.integer.net |
Integer Holdings Corporation은 미국, 코스타리카, 푸에르토리코, 아일랜드 및 전 세계에서 의료기기 계약 개발 및 제조 회사로 운영되고 있습니다. 이 회사는 중재 심장학, 구조 심장, 심부전, 말초 혈관, 신경 혈관, 중재 종양학, 전기 생리학, 혈관 접근, 주입 요법, 혈액 투석, 비혈관, 비뇨기과 및 위장병학 시술에 필요한 제품을 제공합니다. 또한 이식형 심박 조율기, 이식형 심장 제세동기, 삽입형 심장 모니터, 이식형 심장 박동 및 제세동 리드, 심부전 치료 등 심장 리듬 관리 제품, 이식형 의료 기기, 이식형 리드, 시술 액세서리 및 외부 장치, 이식형 척수 자극기 등 신경 조절 제품, 비충전식 배터리, 피드스루, 장치 인클로저, 가공 부품, 리드 부품 및 하위 어셈블리 등을 제공합니다.
Integer Holdings Corporation 기초 지표 요약
| ITGR 기초 통계 | |
|---|---|
| 시가총액 | US$3.06b |
| 순이익 (TTM) | US$141.80m |
| 매출 (TTM) | US$1.86b |
21.4x
주가수익비율(P/E)1.6x
주가매출비율(P/S)ITGR는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| ITGR 손익계산서 (TTM) | |
|---|---|
| 매출 | US$1.86b |
| 매출원가 | US$1.36b |
| 총이익 | US$497.59m |
| 기타 비용 | US$355.79m |
| 순이익 | US$141.80m |
최근 보고된 실적
Apr 03, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 4.18 |
| 총이익률 | 26.81% |
| 순이익률 | 7.64% |
| 부채/자본 비율 | 73.8% |
ITGR의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/22 22:10 |
| 종가 | 2026/05/22 00:00 |
| 수익 | 2026/04/03 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
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분석가 소스
Integer Holdings Corporation는 17명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Jasper Hellweg | Argus Research Company |
| Robert Wasserman | Benchmark Company |
| Travis Steed | BofA Global Research |