Growth ChallengesLNSR will be required to grow procedures at a ~23% CAGR from FY24's ~169k procedures to hit the required cumulative ~614k by FY27, which presents a significant growth challenge.
Profitability IssuesGross margins are lower due to higher capital sales, which impacts the company's profitability.
Valuation ConcernsThe stock is rated as Neutral because the implied takeout value is seen as fairly valued, indicating limited upside potential.