STORM-PE Trial Completion and New Launches Could Be a Game Changer for Penumbra (PEN)

• In September 2025, Penumbra promoted Shruthi Narayan to President and launched the Ruby XL System and Lightning Bolt 6X device, while also completing enrollment for the STORM-PE clinical trial.
• An important development is the STORM-PE trial, which could influence medical guidelines and drive broader adoption of Penumbra’s thrombectomy technology.
• We’ll explore how the completion of STORM-PE enrollment could reinforce Penumbra’s investment narrative and its prospects in vascular intervention.

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Penumbra Investment Narrative Recap

To be a Penumbra shareholder right now, you need to believe in the power of robust clinical data and innovation to drive adoption of minimally invasive vascular technologies, especially in underpenetrated segments like pulmonary embolism. The recent completion of STORM-PE trial enrollment is a meaningful milestone, as its results are widely seen as the most important near-term catalyst for broader guideline adoption, although it does not alleviate the biggest risk: intensifying competition targeting Penumbra’s core vascular franchises.

The launch of the Ruby XL System, the largest and longest detachable embolization coil, stands out for its relevance to expanding clinical adoption in complex vascular procedures. While this product announcement supports Penumbra’s differentiated technology story, the investment narrative remains anchored by pivotal clinical outcomes such as those from the STORM-PE trial and how new data might affect both hospital decision-making and competitive responses.

On the other hand, investors should be aware that heightened competition in vascular intervention could challenge Penumbra’s...

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

Penumbra's outlook anticipates $1.9 billion in revenue and $274.7 million in earnings by 2028. This reflects a 13.6% annual revenue growth and an increase in earnings of $127 million from the current level of $147.7 million.

Uncover how Penumbra's forecasts yield a $303.33 fair value, a 18% upside to its current price.

Exploring Other Perspectives

Four Simply Wall St Community fair value estimates for Penumbra range from US$106 to US$303 per share, reflecting widely different investor outlooks. With competitors targeting Penumbra’s vascular intervention strengths, now is a good time to compare these community valuations and consider how future clinical trial data could reshape perceptions.

Explore 4 other fair value estimates on Penumbra - why the stock might be worth as much as 18% more than the current price!

Build Your Own Penumbra 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 Penumbra research is our analysis highlighting 2 key rewards that could impact your investment decision.
• Our free Penumbra research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Penumbra'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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