OM Share Price Performance
US$0
-11.92 (-100.00%)
Price US$0
Fair ValueUS$11.75
Share Pricen/a
Outset Medical, Inc. (NASDAQ:OM) Held Back By Insufficient Growth Even After Shares Climb 35%
Feb 02
Outset Medical, Inc. Stock Price
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- 11 Fair Values set on narratives written by author
OM Community Narratives
AN
Fair Value US$11.75 61.4% undervalued intrinsic discount
Decentralized Care And Telehealth Will Advance Dialysis Adoption
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AN
Fair Value US$17 73.3% undervalued intrinsic discount
Aging Demographics Will Drive Tablo Home Dialysis Adoption
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AN
Fair Value US$7 35.1% undervalued intrinsic discount
US Dialysis Pricing Pressure Will Hamper Prospects Despite Emerging Positivity
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Decentralized Care And Telehealth Will Advance Dialysis Adoption
Key Takeaways Recurring revenue growth, high retention, and home care adoption are driving margin expansion and competitive positioning within a growing market. Strategic investments and disciplined scaling are enhancing product differentiation, pricing power, and operational efficiency, supporting a path toward sustained profitability.Read more
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AN
US$11.75
61.4% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
9.41% p.a.
Profit Margin
13.57%
Future PE
16.24x
Price in 2029
US$17.77
US Dialysis Pricing Pressure Will Hamper Prospects Despite Emerging Positivity
Key Takeaways Heavy reliance on a single flagship device risks revenue and margin stability if competition, regulatory issues, or market shifts occur. Growth opportunities from healthcare consumerization and recurring revenue face challenges from tighter reimbursement, capital intensity, and evolving at-home treatment models.Read more
9
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AN
US$7
35.1% undervalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
10.73% p.a.
Profit Margin
12.92%
Future PE
9.75x
Price in 2029
US$10.53
Aging Demographics Will Drive Tablo Home Dialysis Adoption
Key Takeaways Rapid adoption of Tablo and strategic partnerships position Outset Medical for faster recurring revenue growth, accelerating market share gains and long-term profitability. Demographic trends and expanding home care markets offer lasting tailwinds, boosting recurring revenue potential and reinforcing Outset Medical's status as a leading dialysis innovator.Read more
21
users have viewed this narrative1users have liked this narrative
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AN
US$17
73.3% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
10.29% p.a.
Profit Margin
12.9%
Future PE
24.23x
Price in 2029
US$25.8
Trending Discussion
Recently Updated Narratives
AN
OM: Next Cybersecure Platform Will Support Future Upside Despite Reduced Expectations
Fair Value: US$11.75 61.4% undervalued intrinsic discount
5 followersusers have followed this narrative
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AN
OM: Clinical Evidence Will Support Stronger Long-Term Outlook Despite Lower 2025 Guidance
Fair Value: US$7 35.1% undervalued intrinsic discount
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OM: Clinical Data Momentum Will Support Long Term Potential
Fair Value: US$17 73.3% undervalued intrinsic discount
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Snowflake Analysis
Outset Medical, Inc. Key Details
Last Reported Earnings
Sep 30, 2025
Next Reporting Earnings
n/a
- -4.84
- 37.74%
- -73.12%
- 67.1%
About OM
- Founded
- 2003
- Employees
- 354
- CEO
- WebsiteView website
Outset Medical, Inc., a medical technology company, engages in the development of a hemodialysis system for hemodialysis in the United States. The company offers Tablo Hemodialysis System, a compact console with integrated water purification, on-demand dialysate production, and software and connectivity capabilities; and manufactures, supports, and distributes for Tablo console, Tablo cartridge, and other consumables. It also provides Tablo Data Ecosystem, including TabloHub, a customer-facing portal; MyTablo, a patient-facing portal; and TabloDash, an internal data analytics platform. The company was formerly known as Home Dialysis Plus, Ltd. and changed its name to Outset Medical, Inc. in January 2015. Outset Medical, Inc. was incorporated in 2003 and is headquartered in San Jose, California.
