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Integra Lifesciences Holdings Corp. (IART)
NASDAQ:IART
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Integra Lifesciences (IART) Price & Analysis

262 Followers

IART Stock Chart & Stats

$19.79
-$0.26(-1.31%)
At close: 4:00 PM EDT
$19.79
-$0.26(-1.31%)

Bulls Say, Bears Say

Bulls Say
Diversified Specialty PortfolioIntegra's mix across neurosurgery, implants and reconstructive products provides recurring procedure-linked consumable demand and exposure to higher-growth neuro tools (CUSA, Certas Plus). This diversification supports steadier revenue over months as different end markets recover unevenly.
Improving Margins & Cash GenerationRecent gross margin (61.3%) and adjusted EBITDA margin expansion, plus a return to positive TTM free cash flow and guided ~$150M OCF improvement, indicate structural operating leverage from cost savings and product relaunches that can sustainably bolster cash conversion over the next 2–6 months.
Experienced Management & Organizational FocusAppointment of Stuart Essig (experienced, 15-year prior CEO) and creation of a centralized commercial C-suite role signal durable governance and execution emphasis. Leadership continuity and clearer commercial accountability should accelerate relaunch execution and margin/cash programs over coming quarters.
Bears Say
Elevated LeverageHigh net debt (~$1.6B) and multi-turn leverage reduce balance-sheet flexibility and increase refinancing and interest-rate risk. Sustained earnings weakness could constrain investment, require aggressive cash conversion, and amplify vulnerability to higher interest costs during planned H2 refinancing.
Profitability VolatilityDespite recent revenue re-acceleration, earnings have swung from multi-year profits to TTM net losses and negative ROE. This inconsistent profitability and prior multi-year free-cash-flow instability undermine confidence in sustainable earnings power absent persistent margin or mix improvements.
Regulatory & Approval Timing RiskKey label expansions (SurgiMend, DuraSorb) depend on FDA pre-approval inspections and resolution of warning-letter items. Delays or failed inspections could materially postpone relaunch-driven revenue and margin benefits, extending recovery timelines and pressure on cash and deleveraging plans.

Integra Lifesciences News

IART FAQ

What was Integra Lifesciences Holdings Corp.’s price range in the past 12 months?
Integra Lifesciences Holdings Corp. lowest stock price was $8.70 and its highest was $20.49 in the past 12 months.
    What is Integra Lifesciences Holdings Corp.’s market cap?
    Integra Lifesciences Holdings Corp.’s market cap is $1.33B.
      When is Integra Lifesciences Holdings Corp.’s upcoming earnings report date?
      Integra Lifesciences Holdings Corp.’s upcoming earnings report date is Nov 04, 2026 which is in 84 days.
        How were Integra Lifesciences Holdings Corp.’s earnings last quarter?
        Integra Lifesciences Holdings Corp. released its earnings results on Jul 29, 2026. The company reported $0.56 earnings per share for the quarter, beating the consensus estimate of $0.481 by $0.079.
          Is Integra Lifesciences Holdings Corp. overvalued?
          According to Wall Street analysts Integra Lifesciences Holdings Corp.’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Integra Lifesciences Holdings Corp. pay dividends?
            Integra Lifesciences Holdings Corp. does not currently pay dividends.
            What is Integra Lifesciences Holdings Corp.’s EPS estimate?
            Integra Lifesciences Holdings Corp.’s EPS estimate is 0.56.
              How many shares outstanding does Integra Lifesciences Holdings Corp. have?
              Integra Lifesciences Holdings Corp. has 77,772,510 shares outstanding.
                What happened to Integra Lifesciences Holdings Corp.’s price movement after its last earnings report?
                Integra Lifesciences Holdings Corp. reported an EPS of $0.56 in its last earnings report, beating expectations of $0.481. Following the earnings report the stock price went down -16.549%.
                  Which hedge fund is a major shareholder of Integra Lifesciences Holdings Corp.?
                  Currently, no hedge funds are holding shares in IART
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Integra Lifesciences Holdings Corp.

                    Integra LifeSciences Holdings Corporation is a medical technology company focused on the creation, production, and global distribution of advanced surgical implants and instruments. These products are utilized across various medical fields, including neurosurgery, limb reconstruction, and general surgical procedures. The company operates through two primary business segments: Codman Specialty Surgical and Tissue Technologies. The Codman Specialty Surgical division offers a comprehensive range of neurosurgical and neuro-critical care products. This includes specialized equipment for tissue ablation, dural repair solutions, cerebral spinal fluid management systems, intracranial monitoring tools, and cranial stabilization devices. Additionally, this segment provides surgical headlamps, various instrumentation, and supports these offerings with asset management software, technical assistance, and after-market services. Integra also supplies an extensive catalog of approximately 40,000 surgical instrument designs, along with a wide selection of surgical and lighting products. Its clientele spans hospitals, surgical centers, and extends to dental, podiatry, and veterinary practices. The Tissue Technologies segment specializes in innovative regenerative technology products for the treatment of both acute and chronic wounds. It further provides surgical tissue repair solutions for a multitude of applications, such as hernia repair, peripheral nerve protection and regeneration, and tendon reconstruction. This encompasses a broad array of offerings for skin and wound repair, plastic and reconstructive surgery products, bone grafting materials, and specialized nerve and tendon repair products. Integra LifeSciences distributes its diverse product portfolio internationally, reaching markets throughout the United States, Europe, Asia Pacific, and other global regions. Distribution is managed directly through its dedicated sales forces and various other channels, serving a wide array of healthcare entities including hospitals, integrated health networks, group purchasing organizations, individual clinicians, surgery centers, and other healthcare providers. Founded in 1989, Integra LifeSciences Holdings Corporation is headquartered in Princeton, New Jersey.

                    Integra Lifesciences (IART) Earnings & Revenues

                    IART Company Deck

                    IART Earnings Call

                    Q2 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call emphasized steady, constructive progress: revenue and EPS tracked to guidance with meaningful margin expansion, improved operating cash flow, successful product relaunch momentum (PriMatrix) and a key operational milestone with Braintree restarting to enable the SurgiMend relaunch. Management reaffirmed full-year organic growth and adjusted EPS guidance while outlining cost savings and deleveraging priorities. Offsetting positives are softness in tissue reconstruction and ENT, competitive pressure on MicroMatrix, continued high net debt and the timing risk tied to FDA inspections and refinancing-related interest expense. Overall the positives (execution, margin/cash improvement, product relaunches and supply recovery) substantially outweigh the headwinds, though timing and leverage risks remain.)View all IART earnings summaries

                    IART Stock 12 Month Forecast

                    Average Price Target

                    $19.29
                    ▼(-2.55% Downside)
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