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醫療股票討論區
營業利潤在收購完成後由1.4億變爲了小幅虧損,淨利潤從1.03億變爲了0.74億的虧損。
2023Q1營收僅增長4.7%,應該是收購效應結束了,營業利潤暴增3.4倍達到0.2億,淨利潤受高昂利息費用影響依然虧損。
目前看這輪虧損很給力,需要時間才能恢復,暫時缺乏投資價值。
In reaction to earnings/guidance:
• $GoodRx(GDRX.US)$ +38.5%, $EDGIO(EGIO.US)$ +13.5%, $Lemonade(LMND.US)$ +10.7%, $Desktop Metal(DM.US)$ +8.5%, $ShockWave Medical(SWAV.US)$ +8.2%, $Pubmatic(PUBM.US)$ +8.1%, $Olaplex(OLPX.US)$ +7%, $Vivid Seats(SEAT.US)$ +6.4%, $Noble(NE.US)$ +6.3%, $艾斯本科技(AZPN.US)$ +5.4%, $艾倫建材(AAON.US)$ +5%, $Hudbay Minerals(HBM.US)$ +5%, $Vivint Smart Home(VVNT.US)$ +4.9%, $Vivint Smart Home(VVNT.US)$ +4...
暫無評論