Integer Holdings (ITGR): Examining Valuation After 2025 Guidance Cut and Analyst Downgrades

Integer Holdings (ITGR) is in the spotlight after its third-quarter performance topped expectations on earnings and revenue. However, management trimmed 2025 sales and operating income forecasts, signaling hurdles ahead for the business.

See our latest analysis for Integer Holdings.

Shares of Integer Holdings have taken a sharp turn, sliding over 30% in the past week after the company trimmed its outlook for 2025 and signaled further headwinds into next year. While recent earnings showed healthy sales growth and operational progress, these updates spooked investors, pushing the share price to new lows near $72.91. The momentum that had built over recent years, illustrated by a 3-year total shareholder return of nearly 17%, has faded. The stock is now down 44.8% year-to-date and off 43% on a total return basis over the past year as caution replaces optimism.

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With Integer Holdings trading well below recent highs and analysts revising targets lower, the big question now is whether the current price reflects all the near-term challenges or if there is true long-term value for opportunistic buyers.

Most Popular Narrative: 46.9% Undervalued

Integer Holdings’ latest fair value assessment stands dramatically above the last closing price of $72.91, giving the stock a substantial upside if the most popular narrative proves accurate. This sets the stage for a closer look at what actually powers that optimistic projection.

The company’s strong pipeline of new product launches concentrated in faster-growing categories, such as advanced electrophysiology tools and neuromodulation devices, positions it to capitalize on industry-wide technological advancements and the shift toward minimally invasive procedures, supporting future revenue and market share expansion.

Read the complete narrative.

What’s the real secret behind this eye-catching upside? It all comes down to highly ambitious projections for revenue, profit margins, and earnings growth rates. But are these bold assumptions realistic or a sign the price target is stretching the envelope? Find out what powers this valuation and where the story could go next.

Result: Fair Value of $137.38 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, sustained revenue growth could falter if recent sales strength mostly reflects one-time timing shifts or if reliance on key customers increases revenue volatility.

Find out about the key risks to this Integer Holdings narrative.

Build Your Own Integer Holdings Narrative

If you see things differently or want to dig into the numbers on your own, you can build your own perspective in just a few minutes, Do it your way.

A great starting point for your Integer Holdings research is our analysis highlighting 3 key rewards and 3 important warning signs that could impact your investment decision.

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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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