Added to YB: 2025-11-17
Pitch date: 2025-11-13
LNSR [neutral]
LENSAR, Inc.
+10.38%
current return
Author Info
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
$146.1M
Pitch Price
$10.31
Price Target
11.21 (-1%)
Dividend
N/A
EV/EBITDA
-41.01
P/E
-2.81
EV/Sales
2.47
Sector
Health Care Equipment and Supplies
Category
special_situation
Bunch of Quick Earnings Updates - Part II: LENSAR, Inc.
LNSR (exited): Arb spread blown out 15% to 35% after Q3 miss - install base +19.7% but procedures only +10.8% vs needed 28.3% CAGR through 2027. Deal close pushed to Q1. Deal-break price cut to $9.13 (1.5x sales vs prior 2.4x). Poor risk/reward, exiting position.
Read full article (2 min)