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iRhythm Holdings, Inc. Stock Price

NasdaqGS:IRTC Community·US$3.4b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 8 Fair Values set on narratives written by author

IRTC Share Price Performance

US$104.69
-46.26 (-30.65%)
US$178.93
Fair Value
US$104.69
-46.26 (-30.65%)
41.5% undervalued intrinsic discount
US$178.93
Fair Value
Price US$104.69
AnalystConsensusTarget US$178.93
AnalystHighTarget US$254.00
AnalystLowTarget US$147.00

IRTC Community Narratives

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Fair Value US$178.93 41.5% undervalued intrinsic discount

IRTC: Future Performance Will Reflect Both Product Momentum And Regulatory Uncertainty

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·
Fair Value US$254 58.8% undervalued intrinsic discount

Long Term Cardiac Monitoring And AI Will Transform This Ambulatory Heart Care Leader

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Fair Value US$147 28.8% undervalued intrinsic discount

Primary Care And AI Headwinds Will Challenge Cardiac Monitoring Expansion Yet Ultimately Support Progress

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US$254
58.8% undervalued intrinsic discount
Profit Margin
8.21%
Future PE
105.35x
Price in 2029
US$322.02
US$147
28.8% undervalued intrinsic discount
Profit Margin
5.03%
Future PE
105.88x
Price in 2029
US$186.24

Trending Discussion

Updated Narratives

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IRTC: Medtech Repricing And EPS Reset Will Support Future Upside Potential

Fair Value: US$178.93 41.5% undervalued intrinsic discount
3 users have set this as their fair value
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IRTC logo

Long Term Cardiac Monitoring And AI Will Transform This Ambulatory Heart Care Leader

Fair Value: US$254 58.8% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
IRTC logo

Primary Care And AI Headwinds Will Challenge Cardiac Monitoring Expansion Yet Ultimately Support Progress

Fair Value: US$147 28.8% undervalued intrinsic discount
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0 users have commented on this narrative
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Snowflake Analysis

Good value with reasonable growth potential.

1 Risk
4 Rewards

iRhythm Holdings, Inc. Key Details

US$787.9m

Revenue

US$228.5m

Cost of Revenue

US$559.4m

Gross Profit

US$587.2m

Other Expenses

-US$27.8m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
-0.85
71.00%
-3.53%
403.4%
View Full Analysis

About IRTC

Founded
2006
Employees
2400
CEO
Quentin Blackford
WebsiteView website
www.irhythmtech.com

iRhythm Holdings, Inc., a digital healthcare company, engages in the design, development, and commercialization of device-based technology that provides ambulatory cardiac monitoring services to diagnose arrhythmias in the United States. The company offers Zio ambulatory cardiac monitoring services, including long-term and short-term continuous monitoring and mobile cardiac telemetry monitoring services. It also provides Zio Monitor System, a prescription-only remote electrocardiogram (ECG) monitoring system consisting a patch ECG monitor that records the electric signal from the heart continuously for up to 14 days; Zio XT System, a prescription-only remote ECG monitoring system that consists of the Zio XT patch that records the electric signal from the heart continuously for up to 14 days; and Zio ECG Utilization Software System, which supports the capture and analysis of ECG data. In addition, the company offers Zio AT System, a prescription-only remote ECG monitoring system, which consists of the Zio AT patch that records the electric signal from the heart continuously for up to 14 days, as well as incorporates the Zio AT wireless gateway to provide connectivity between the patch and the ZEUS System during the patient wear period. It has a development collaboration agreement with BioIS to develop and commercialize pulse oximetry, accelerometry, and trending non-invasive blood pressure technologies for use within ambulatory cardiac monitoring products and services. The company was formerly known as iRhythm Technologies, Inc. and changed its name to iRhythm Holdings, Inc. in January 2026. iRhythm Holdings, Inc. was incorporated in 2006 and is headquartered in San Francisco, California.

Recent IRTC News & Updates

Narrative Update Jun 22

IRTC: Medtech Repricing And EPS Reset Will Support Future Upside Potential

Analysts have trimmed their price targets on iRhythm Holdings, with one moving from $180 to $152 and another from $225 to $180, citing updated EPS modeling and a reset of medtech valuations in light of sector wide concerns around product cycles, the Affordable Care Act and utilization trends, inflation, and capital flowing to data centers rather than healthcare. Analyst Commentary Recent research on iRhythm Holdings points to a mixed but engaged view from Wall Street, with valuation tweaks tied to detailed EPS modeling and sector wide medtech repricing rather than a simple change in stance on the underlying business.
Narrative Update 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.

Recent updates

No updates