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Added to YB: 2026-01-19

Pitch date: 2025-12-31

ITGR [bullish]

Integer Holdings Corporation

+9.46%

current return

Author Info

No bio for this author

Company Info

Integer Holdings Corporation operates as a medical device contract development and manufacturing company in the United States, Puerto Rico, Costa Rica, and internationally.

Market Cap

$3.0B

Pitch Price

$78.37

Price Target

N/A

Dividend

N/A

EV/EBITDA

10.98

P/E

34.81

EV/Sales

2.30

Sector

Health Care Equipment and Supplies

Category

value

Show full summary:
Heartland Value Fund Added On Portfolio Holding: Integer Holdings Corporation

ITGR (added to position): Medical tech co dropped 30% after cutting 2026 growth/margin outlook on slower product adoption. Mgmt expects headwinds temporary w/ higher-margin products launching. Still targets 2% industry outgrowth, EBIT growing 2x sales rate. $200M buyback post-selloff signals undervaluation.

Read full article (1 min)