LivaNova (LIVN) Is Up 18.7% After Strong Q2 Results and Raised 2025 Guidance – What's Changed

• LivaNova PLC recently reported second-quarter 2025 results with revenue of US$352.52 million and net income of US$27.16 million, outperforming forecasts and raising its full-year revenue and earnings guidance.
• Progress in cardiopulmonary and neuromodulation businesses, including positive long-term clinical results and new steps toward expanded Medicare coverage for VNS therapy in depression, highlights both commercial and regulatory momentum.
• To understand how these strong financial results and raised outlook might reshape LivaNova's investment narrative, we will consider the implications of accelerated growth in its core franchises.

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LivaNova Investment Narrative Recap

To be a shareholder in LivaNova today, you need conviction in its ability to convert strong clinical results and commercial momentum into sustainable procedure growth, especially as accelerating revenue and earnings guidance point toward a potentially stronger near-term outlook. However, despite robust quarterly performance, ongoing regulatory and reimbursement challenges remain a key short-term catalyst and risk; the latest results reinforce momentum but do not fundamentally change the importance of winning expanded Medicare coverage for neuromodulation therapies.

Among recent announcements, LivaNova’s initiation of the process with the U.S. Centers for Medicare and Medicaid Services to secure national coverage for VNS Therapy in treatment-resistant depression stands out. This development ties directly to the biggest catalyst for the company, since broader reimbursement could significantly expand market access and impact the growth trajectory of its neuromodulation business. Contrast this with...

Read the full narrative on LivaNova (it's free!)

LivaNova's outlook anticipates $1.6 billion in revenue and $161.9 million in earnings by 2028. This scenario implies a 5.8% annual revenue growth rate and a $373.2 million increase in earnings from the current level of -$211.3 million.

Uncover how LivaNova's forecasts yield a $64.70 fair value, a 32% upside to its current price.

Exploring Other Perspectives

Two community members on Simply Wall St place LivaNova’s fair value between US$64.70 and US$182.42 per share. With coverage expansion as a key catalyst for further growth, differences in outlook emphasize the range of performance scenarios investors are weighing.

Explore 2 other fair value estimates on LivaNova - why the stock might be worth just $64.70!

Build Your Own LivaNova Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your LivaNova research is our analysis highlighting 4 key rewards that could impact your investment decision.
• Our free LivaNova research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate LivaNova's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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