Added to YB: 2025-08-06
Pitch date: 2025-06-17
LNSR [bullish]
LENSAR, Inc.
-6.12%
current return
Author Info
No bio for this author
Company Info
LENSAR, Inc., a commercial-stage medical device company, focuses on designing, developing, and marketing laser system for the treatment of cataracts and the management of pre-existing or surgically induced corneal astigmatism in the United System.
Market Cap
$120.8M
Pitch Price
$12.26
Price Target
18.00 (+56%)
Dividend
N/A
EV/EBITDA
-33.89
P/E
-2.32
EV/Sales
2.04
Sector
Health Care Equipment and Supplies
Category
special_situation
LENSAR, Inc. - $LNSR
LNSR: Merger arb with 'win/win' setup: 14.5% upside to $14 cash + 22.5% CVR. FTC second request caused spread widening. 1Q25 procedures +32.6% YoY. If deal breaks, stock likely rises to $14.50-18.50 (4-5.5x NTM rev) as fundamentals strong. If closes, get 14.5% + potential CVR by late 2025. Risk: biz slowdown during regulatory review.
Read full article (7 min)