The recent insider sale of ICU Medical shares at around the current price of US$104 raises caution. The absence of insider buying over the past year and the recent sale does not inspire confidence in the company despite high insider ownership.
Analysts hold steady on ICU Medical's revenue estimates and price target despite larger than expected losses. However, they anticipate a significant slowdown in the company's revenue growth, underperforming the wider industry.
The company's lower P/S ratio could be indicative of investor anticipation of less-impressive revenue performance moving forward. Some shareholders appear uneasy due to the company's weaker future prospect in terms of revenue growth.
ICU医疗股票讨论区
营业利润在收购完成后由1.4亿变为了小幅亏损,净利润从1.03亿变为了0.74亿的亏损。
2023Q1营收仅增长4.7%,应该是收购效应结束了,营业利润暴增3.4倍达到0.2亿,净利润受高昂利息费用影响依然亏损。
目前看这轮亏损很给力,需要时间才能恢复,暂时缺乏投资价值。
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